How to export opportunities from Salesforce (SFDC) to Microsoft Excel | Scribe

    How to export opportunities from Salesforce (SFDC) to Microsoft Excel

    • Leni Vasquez |
    • 0 step |
    • 55 seconds
      Navigate to [https://scribe2022.lightning.force.com/lightning/page/home](https://scribe2022.lightning.force.com/lightning/page/home)
      Click "Reports"
      Click "New Report"
      Click "Opportunities"
      Click "Continue"
      You can add or delete columns by toggling the options on the left-hand side of your screen.
      Click "Filters"
      Click the "Add filter..." field if you'd like to add any filters.
      In the example below I added a specific stage filter, but you can skip this step if you just want to export all opportunities.
      Click "Stage"
      Click " Qualifying" (or whatever filter you want to apply).
      Click "Apply"
      Click "Run"
      Click the arrow next to the "Edit" button.
      Click "Export"
      Click "Export"
      If it's a very large file, it's recommended to download as a CSV rather than an Excel file as it'll download faster. Make sure to then save the file as an excel file, though!
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