Export Salesforce Contacts Easily: A Step-by-Step Guide

LAST UPDATED
September 4, 2024
Jason Gong
TL;DR

Navigate to Reports, create a new report, and export contacts.

By the way, we're Bardeen, we build a free AI Agent for doing repetitive tasks.

If you often export contacts, you might love Bardeen's AI for sales. It helps automate your Salesforce contact management, saving you time and effort.

How to Export Contacts from Salesforce

Exporting contacts from Salesforce is a common requirement for users who wish to utilize their contact data across different platforms or for backup purposes. Salesforce provides various methods to export contacts, including native options within the platform and using third-party tools for automation or integration with other software. This guide covers multiple approaches to export contacts from Salesforce, ensuring you can choose the method that best fits your needs.

Automate your Salesforce contact management with Bardeen to save time and enhance efficiency.

Export Salesforce Contacts

The native method to export contacts from Salesforce involves creating a custom report. This process allows you to select specific contact fields and export them in formats such as Excel (.xlsx) or CSV. Here are the steps:

  1. Navigate to the Reports tab in Salesforce.
  2. Click on 'New Report' and select 'Accounts & Contacts' as the report type.
  3. Choose 'Contacts & Accounts' and click 'Start Report'.
  4. Customize the report by selecting the contact fields you wish to export.
  5. Run the report, then click the 'Export' button and choose your desired format (Excel or CSV).
__wf_reserved_inherit
Choose 'Contacts & Accounts' and click 'Start Report'.

How to Export Contacts from Salesforce to Excel

Exporting contacts directly to Excel requires generating a contact report first, as Salesforce does not support direct contact exports to Excel. After creating and customizing the report as mentioned above, select the 'Export' option and choose the 'Formatted Report' for an Excel file. This method ensures that your data is neatly organized in an Excel spreadsheet for further analysis or record-keeping.

Salesforce Export Contacts to CSV

If you prefer a CSV file, follow the same report generation process. When exporting, select the 'Details Only' view to get a CSV file. This format is particularly useful for importing your Salesforce contacts into other CRM platforms or email marketing tools that require CSV format.

__wf_reserved_inherit

Export Contacts from Salesforce to Outlook

To export contacts from Salesforce to Outlook, you can use Salesforce's native export functionality to first export the contacts as a CSV file. Then, use Outlook's import function to bring your Salesforce contacts into Outlook. This process involves exporting the Salesforce contacts report as detailed above, saving it as a CSV file, and then importing this file into Outlook through the 'File' > 'Open & Export' > 'Import/Export' > 'Import from another program or file' option.

__wf_reserved_inherit

How to Export All Contacts from Salesforce

To export all contacts, ensure that when you're creating the custom report, you do not apply any filters that would limit the contacts being reported. This way, the report will include all contacts in your Salesforce CRM. After generating this comprehensive report, follow the export steps as previously described.

Salesforce Lightning Export Contacts to Excel

For users of the Salesforce Lightning interface, the process remains similar to the Salesforce Classic. Navigate to the Reports tab, create a new report with 'Contacts & Accounts', customize it as needed, and export. Salesforce Lightning offers a user-friendly interface that simplifies the report creation and export process.

Export LinkedIn Contacts to Salesforce

Exporting LinkedIn contacts to Salesforce can be achieved through LinkedIn's Sales Navigator integration with Salesforce or using third-party tools like LinkPort. These tools allow you to directly import LinkedIn contact information into Salesforce, enriching your CRM data with valuable LinkedIn insights.

__wf_reserved_inherit
LinkPort allows you to directly import LinkedIn contact information into Salesforce

How to Export Contacts from Salesforce Lightning

The process to export contacts from Salesforce Lightning involves creating a custom report to filter and select the specific contacts you need, then exporting the report. Salesforce Lightning's interface provides an intuitive and streamlined process for report creation and data export.

Export Salesforce Contacts to iPhone

To export Salesforce contacts to an iPhone, you can use Salesforce's Lightning Sync feature or third-party tools. Lightning Sync automatically syncs your Salesforce contacts with your email platform, which can then be synced with your iPhone's contacts. For Gmail users, additional steps in Google Contacts may be required to ensure all Salesforce contacts sync correctly to the iPhone.

For detailed steps on using Lightning Sync or configuring your iPhone to receive Salesforce contacts, refer to Salesforce's official documentation or the support pages of the third-party tools you choose to use.

Salesforce Export Contacts to Outlook

Reiterating the process for exporting contacts to Outlook, the key is to first export your Salesforce contacts as a CSV file and then import this file into Outlook. This method ensures that your Salesforce contacts are accessible within Outlook, allowing for seamless communication and scheduling.

For a guide on automating sales for SDRs and Sales Ops teams and helpful automations, visit our Salesforce Integration Workflow Automation Guide.

Automate Your Salesforce Contact Management with Bardeen

Exporting contacts from Salesforce is a vital task for businesses aiming to leverage their customer data across various platforms or for backup purposes. While Salesforce provides native tools for data export, automating this process can significantly enhance efficiency and ensure data integrity. With Bardeen, you can automate repetitive tasks associated with exporting contacts, such as creating new contacts based on incoming data from other platforms, syncing contacts across CRM systems, or even backing up your contact data to other databases or spreadsheets.

Here are some examples of how you can automate Salesforce contact management with Bardeen:

  1. Create a new Salesforce contact: Automatically add new contacts to Salesforce, streamlining the process of contact management and ensuring your CRM is always up-to-date.
  2. Save a Salesforce contact as a new HubSpot contact: Seamlessly sync your Salesforce contacts with HubSpot, enhancing your marketing and sales strategies.
  3. Copy all Salesforce Contacts to Notion: Effortlessly back up your Salesforce contacts to Notion, ensuring you have a flexible and accessible database of your contact information for various uses.

By leveraging Bardeen's automation capabilities, you can ensure that your Salesforce contact data is efficiently managed, synchronized across platforms, and securely backed up, saving you time and reducing manual data entry errors. Start automating today by downloading the Bardeen app at Bardeen.ai/download.

Contents

Automate Salesforce Contact Exports

Use Bardeen's AI to streamline Salesforce contact management and save time on repetitive tasks.

Get Bardeen free
Schedule a demo

Related frequently asked questions

Share Gmail Labels for Team Collaboration in 5 Steps

Learn how to share Gmail labels using Gmelius or Keeping for email collaboration and Shared Contacts for Gmail® for contact labels in easy steps.

Read more
Insert Symbols in Google Sheets: Easy Methods (2024)

Discover how to insert symbols like degree, euro, and delta in Google Sheets using shortcuts, CHAR function, and copy/paste methods.

Read more
Secondary Sales Automation: 5 Key Benefits for 2024

Discover how Secondary Sales Automation can transform your business in 2024 with 5 key benefits, enhancing productivity and customer retention.

Read more
Step-by-Step Guide to Delete Your HubSpot Account

Learn how to delete your HubSpot account, whether it's a free CRM or a paid subscription, and prepare with our step-by-step guide.

Read more
Easy Guide to Add Footnotes in Google Docs: 4 Steps

Learn to easily add footnotes in Google Docs, including Chicago style and multiple footnotes, for both web and mobile app versions.

Read more
How to Embed Notion Pages in Websites: 5 Steps

Learn how to embed Notion pages in websites using embednotion.com. A step-by-step guide for WordPress, Squarespace, and more.

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.