How to export opportunities from Salesforce (SFDC) to Microsoft Excel
Thomas Kao
15 steps
55 seconds
Salesforce
1
Navigate to [https://scribe2022.lightning.force.com/lightning/page/home](https://scribe2022.lightning.force.com/lightning/page/home)
2
Click "Reports"
3
Click "New Report"
4
Click "Opportunities"
5
Click "Continue"
6
You can add or delete columns by toggling the options on the left-hand side of your screen.
7
Click "Filters"
8
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.
9
Click "Stage"
10
Click " Qualifying" (or whatever filter you want to apply).
11
Click "Apply"
12
Click "Run"
13
Click the arrow next to the "Edit" button.
14
Click "Export"
15
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!
How to export opportunities from Salesforce (SFDC) to Microsoft Excel
Thomas Kao
15 steps
55 seconds
Salesforce
1
Navigate to [https://scribe2022.lightning.force.com/lightning/page/home](https://scribe2022.lightning.force.com/lightning/page/home)
2
Click "Reports"
3
Click "New Report"
4
Click "Opportunities"
5
Click "Continue"
6
You can add or delete columns by toggling the options on the left-hand side of your screen.
7
Click "Filters"
8
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.
9
Click "Stage"
10
Click " Qualifying" (or whatever filter you want to apply).
11
Click "Apply"
12
Click "Run"
13
Click the arrow next to the "Edit" button.
14
Click "Export"
15
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!
