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How to export opportunities from Salesforce (SFDC) to Microsoft Excel
Thomas Kao |
0 step |
55 seconds
Navigate to [https://scribe2022.lightning.force.com/lightning/page/home](https://scribe2022.lightning.force.com/lightning/page/home)
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Click "Reports"
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Click "New Report"
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Click "Opportunities"
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Click "Continue"
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You can add or delete columns by toggling the options on the left-hand side of your screen.
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Click "Filters"
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Click the "Add filter..." field if you'd like to add any filters.
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In the example below I added a specific stage filter, but you can skip this step if you just want to export all opportunities.
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Click "Stage"
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Click " Qualifying" (or whatever filter you want to apply).
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Click "Apply"
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Click "Run"
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Click the arrow next to the "Edit" button.
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Click "Export"
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Click "Export"
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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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