Salesforce Data Export Wizard: Step-by-Step Guide

How to Use Salesforce Data Export Wizard Manually

Question

How can data export wizard be used manually to export data?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: B

Data export wizard can be accessed through Setup.

Make sure you click on setup -> data export -> export now.

Option A is incorrect because the question wants the data to be exported manually through the wizard

Option C is incorrect because export articles are related to the knowledge base

Option D is incorrect because it is related to automating business processes

Reference:

The correct answer is B. Through Setup, click on data export then click on export now.

The Data Export Wizard is a tool in Salesforce that allows you to export data from standard or custom objects in Salesforce. This tool is available in all editions of Salesforce, and it allows you to export up to 50,000 records at a time.

Here's how you can manually export data using the Data Export Wizard:

  1. Log in to your Salesforce account with an administrator or data export permission.

  2. Click on the gear icon in the top-right corner and select "Setup".

  3. In the Quick Find search box, type "Data Export" and select "Data Export" under "Data Management".

  4. Click on the "Export Now" button to begin the export process.

  5. Choose the type of data you want to export (standard or custom objects) and select the specific object(s) you want to export.

  6. Select the fields you want to export and choose the file format for the export file (CSV or XML).

  7. Choose the export options, such as the data range, the record type, and the field delimiter.

  8. Click on the "Start Export" button to begin the export process. Salesforce will send you an email when the export is complete.

  9. Download the export file from the email or from the Data Export page in Setup.

In summary, to manually export data using the Data Export Wizard, you need to navigate to the Data Export page in Setup, select the object(s) and fields you want to export, choose the export options, and then start the export process. Once the export is complete, you can download the file and use it for reporting or data migration purposes.