App Tutorial

Export Salesforce Account List to Excel: A Guide (4 Steps)

Jason Gong
App automation expert
Apps used
April 15, 2024

Exporting account lists from Salesforce can be done using Salesforce's built-in features, external tools, or Chrome extensions, focusing on Excel exports and handling account hierarchies. This guide covers multiple methods, including Data Export Service, Data Loader, and specific Chrome extensions for streamlined data extraction.

Learn to efficiently extract your Salesforce data for analysis or reporting.

Streamline your Salesforce data management and export processes by automating with Bardeen.

How to Export Account List from Salesforce

Exporting account lists from Salesforce is a common requirement for Salesforce users who need to manipulate data in spreadsheet formats such as Excel or CSV. This process can be accomplished through various methods, including built-in Salesforce features, external tools, and browser extensions. This guide will cover multiple approaches to exporting account lists from Salesforce, focusing on exporting to Excel, handling account hierarchies, and utilizing Chrome extensions for a more streamlined process.

Looking to automate your Salesforce account list exports? Check out how Bardeen can Copy all Salesforce accounts to Google Sheets and streamline your workflow.

Exporting Account List to Excel

Exporting Salesforce data into Excel is a sophisticated task that can be executed using Salesforce's built-in functionalities or specialized external tools. The Data Export Service, accessible via the Setup menu, allows for manual or automatic data extraction in CSV format, which can then be opened with Excel. For a more direct approach, tools like Data Loader,, and Workbench offer capabilities to export data into Excel format. Additionally, Ascendix Search is an innovative tool designed to enhance the export of Salesforce list views to Excel, making data extraction simpler and more efficient.

Exporting Account Hierarchy in Salesforce

Exporting account hierarchies from Salesforce involves capturing complex relationship data between accounts. This process can be more advanced and may require custom solutions or specific tools designed to handle hierarchical data. While Salesforce's native tools and the mentioned external tools provide robust data export capabilities, they might not directly support hierarchical exports without additional configuration or custom querying.

Salesforce Data Export Chrome Extensions

For users looking for a one-click solution to export data directly from the Salesforce interface, Chrome extensions like "SDFC Dev Console Data Exporter" and "Salesforce Export by Dataday" offer convenient alternatives. These extensions allow users to export data in CSV format directly from the Salesforce Developer Console or the Salesforce interface, respectively. However, it's important to note limitations such as row limits and compatibility with the Salesforce Lightning interface.

Automate your sales processes and save time with our Salesforce Integration Workflow Automation Guide. Discover helpful automations for SDRs and Sales Ops teams.


Exporting account lists from Salesforce can be achieved through various methods, each with its own set of features and limitations. Whether using Salesforce's built-in data export service, external tools like Data Loader and Ascendix Search, or Chrome extensions for a quick export, users have multiple options to efficiently extract their data for further analysis or reporting in Excel.

Automate Salesforce Exports with Bardeen

Exporting an account list from Salesforce can be a crucial task for businesses looking to streamline their sales and marketing processes. While Salesforce provides powerful built-in tools for managing and exporting data, automating these tasks can save time and reduce manual efforts significantly. With Bardeen, users can automate the export process, ensuring that their data is always up-to-date and accessible across various platforms.

For those looking to enhance their Salesforce data management, here are some powerful automations made possible by Bardeen:

  1. Copy all Salesforce accounts to Airtable: This playbook automates the transfer of account data from Salesforce to Airtable, making it easy to manage and collaborate on sales data across teams.
  2. Copy all Salesforce accounts to Google Sheets: Seamlessly export your Salesforce account list to Google Sheets for easy sharing and analysis.
  3. Copy all Salesforce accounts to Coda: Sync your Salesforce accounts with Coda, combining powerful CRM data with Coda's flexible documentation and project management tools.

Embrace the power of automation with Bardeen and streamline your Salesforce data management processes today.

Other answers for Salesforce

Understanding Permission Sets and Profiles in Salesforce

Learn why you can't directly assign permission sets to profiles in Salesforce and discover effective workarounds for managing user permissions.

Read more
Steps to Convert Lookup to Master-Detail in Salesforce

Learn how to convert a lookup to a master-detail relationship in Salesforce to ensure data integrity and enforce hierarchical relationships.

Read more
Delete Debug Logs Salesforce

Learn how to clear Salesforce debug logs using Developer Console, Salesforce DX, and Chrome Extensions for optimal org performance.

Read more
LinkedIn Sales Navigator Salesforce Integration

Learn how to integrate LinkedIn Sales Navigator with Salesforce to enhance sales strategies with enriched data and insights. Step-by-step guide included.

Read more
How to Add Picklist Values to Record Type in Salesforce

Learn how to add picklist values to Salesforce record types to enhance data integrity and user experience by presenting relevant options.

Read more
How to Add Record Link in Email Template in Salesforce

Learn to add record links in Salesforce email templates using merge fields and custom labels to improve CRM communication efficiency and user experience.

Read more
how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

get bardeen

Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

Effortless setup
AI powered workflows
Free to use
Reading time
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
By clicking “Accept”, you agree to the storing of cookies. View our Privacy Policy for more information.