Export Accounts and Contacts in Salesforce: Step-by-Step Guide

Exporting Accounts and Contacts in Salesforce Contact Manager Edition

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Question

How can you export accounts and contacts in a Contact Manager edition of Salesforce?

Answers

Explanations

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A. B. C. D. E.

B.

In the Contact Manager edition of Salesforce, there is no weekly export feature available. However, there are other ways to export accounts and contacts from the system.

Option A, which suggests installing Salesforce for Outlook, is not a viable solution as it does not have any direct connection to exporting records in Salesforce.

Option B is the correct answer. To export accounts and contacts, you can create a report on those records and use the "Export Details" button. Here are the steps to do so:

  1. From the Salesforce home page, go to the Reports tab.
  2. Click on the "New Report" button.
  3. Choose the type of report you want to create (e.g. Accounts and Contacts).
  4. Configure the report criteria and columns as desired.
  5. Click on the "Run Report" button to preview the report.
  6. If the report is correct, click on the "Export Details" button.
  7. Choose the export format (e.g. CSV) and click "Export".

Option C suggests using Connect for Outlook, which is not a valid solution for exporting records.

Option D suggests using the weekly data export feature, but this feature is not available in Contact Manager edition of Salesforce.

Option E suggests that there is no export option in Contact Manager, which is not true. As explained above, reports can be used to export accounts and contacts in Contact Manager.