App Tutorial

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

author
Jason Gong
App automation expert
Apps used
Salesforce
LAST UPDATED
March 23, 2024
TL;DR

Exporting Salesforce reports can be done manually to Excel or CSV, scheduled, or automated using APIs and tools like Google Sheets. Key methods include manual exports, scheduling, and integration with external tools for real-time data sync.

Understanding export limitations and automating the process enhances data analysis and sharing.

Streamline your Salesforce report exports and enhance data management by automating with Bardeen.

How to Export Salesforce Report

Exporting reports from Salesforce is a crucial task for data analysis, backup, and sharing with stakeholders. Salesforce provides various methods to export reports, including manual exports to Excel or CSV, scheduling exports, using the Salesforce API, and integrating with external tools like Google Sheets. Understanding the limitations and automating the export process can save valuable time and ensure data accuracy.

Automate your Salesforce report exports seamlessly with Bardeen to enhance efficiency and accuracy in your data management. Download now.

Export Salesforce Report to Excel

To export a Salesforce report to Excel manually, follow these steps:

  1. From the Salesforce Lightning Experience, select Reports from the dropdown menu.

       2. Navigate to the down arrow on the right side of the report you wish to export and select Export.

        3. Select the export view you desire (Formatted Report or Details Only) and click Export. Your report will download as an Excel spreadsheet.

Salesforce Report Export Limits

When exporting Salesforce reports, be aware of these limitations:

  • Up to 5 reports can be exported at once.
  • Unlimited rows and columns for Details Only reports in XLS or CSV formats.
  • Up to 100,000 rows and 100 columns for Formatted Reports or Details Only in XLSX format.
  • Historical trending reports and joined reports with more than 2,000 rows cannot be exported.
Discover how to automate sales for SDRs and Sales Ops teams with our comprehensive guide on Salesforce integration and workflow automation.

Automate Salesforce Report Export

To automate the export of Salesforce reports, you can use tools like Coupler.io. This involves:

  1. Exporting raw Salesforce data required for the report.
  2. Building a custom report in Excel and linking the exported data to it.

This method allows for reporting automation on a schedule, such as every hour or every 15 minutes.

Export Salesforce Report to Google Sheets

For exporting Salesforce reports to Google Sheets, use the Data Connector for Salesforce add-on:

  1. Download and install the add-on from the Google Sheets Extensions menu.

       2. Connect to Salesforce by logging in through the add-on.

       3. Import, update, or delete Salesforce data within Google Sheets.

This integration facilitates real-time data synchronization between Salesforce and Google Sheets, but with Bardeen, you can automate these processes even further.

Salesforce Lightning Export Report to Excel

In Salesforce Lightning, the process to export reports to Excel is integrated into the UI, allowing users to easily select and export reports directly to Excel format.

Salesforce Export Report to PDF

Exporting Salesforce reports to PDF is not natively supported. However, you can achieve this by creating a Visualforce page to render the report as a PDF. Alternatively, third-party tools and custom scripts can be used to automate this process.

Schedule Report Export Salesforce

To schedule report exports in Salesforce:

  1. Navigate to the report you wish to schedule.
  2. Select Schedule Future Runs from the report options.
  3. Configure the schedule details, including frequency, start and end dates, and preferred start time.

This feature allows for regular, automated report exports to ensure up-to-date data is always available.

Salesforce Automate Report Export

Automating Salesforce report exports can be done using the Salesforce API for custom solutions or third-party tools like Hevo Data for a no-code option. These methods provide flexibility in scheduling, formatting, and delivering reports. For a streamlined approach, consider using Bardeen's playbooks for effortless data management and export.

Automate Salesforce Reports with Bardeen

Exporting reports from Salesforce can significantly enhance data analysis and sharing across your organization. While Salesforce itself offers various methods for report generation and export, automation can streamline these processes, ensuring timely and accurate data management. Here's how you can automate Salesforce report exports using Bardeen:

  1. Copy all Salesforce accounts to Google Sheets: This playbook automates the transfer of all account details from Salesforce to Google Sheets, facilitating easy access and manipulation of CRM data for analytics and reporting.
  2. Copy all Salesforce opportunities to Google Sheets: Seamlessly transfer detailed information on sales opportunities from Salesforce to Google Sheets, enabling your sales team to analyze and track sales progress efficiently.
  3. Copy all Salesforce contacts to Airtable: Migrate your Salesforce contacts to Airtable with a single click, organizing your contact data in a more flexible and collaborative workspace for your projects and outreach campaigns.

By automating the export of Salesforce reports and data to platforms like Google Sheets and Airtable, you can enhance data visibility, collaboration, and decision-making within your team. Get started by downloading the Bardeen app at Bardeen.ai/download

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