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Export a Salesforce Report
guide provides step-by-step instructions on how to export a Salesforce report. It includes details on how to toggle on the "Detail Rows" option and choose the desired format for exporting. This guide is useful for anyone who needs to export detailed data from Salesforce reports for further analysis or integration with other systems.
Amber Milks
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24 seconds
Salesforce
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Click "Reports"
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Find the report you want to export. We're going to use our Las FQ Closed Opportunities in this example.
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Because I want all data and not just the summary I see, I'm going to toggle on the "Detail Rows" option before I export.
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Click "More Actions"
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Click "Export"
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Click "Export only the detail rows. Use this to do further calculations or for uploading to other systems."
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You can also choose which format to use.
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Click "Export"
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