App Tutorial

Efficient Salesforce Data Extraction Methods Explained (5 Steps)

Jason Gong
App automation expert
Apps used
March 3, 2024

Extracting data from Salesforce can be achieved through Salesforce's native functionalities, third-party tools, and programming solutions, catering to various needs such as data backup, system integration, Excel-based analytics, and automated reporting.

Choosing the right extraction method depends on your requirements, technical skills, and resources.

Enhance your Salesforce data management by automating extraction and other tasks with Bardeen.

How to Extract Data from Salesforce

Extracting data from Salesforce can be achieved through various methods, each catering to different needs and technical capabilities. Whether you're looking to back up your Salesforce data, integrate it with other systems, perform Excel-based data analytics, or automate data extraction for reporting, there's a solution for you. This guide will walk you through the most common methods to extract data from Salesforce, including using Salesforce's native functionalities, third-party tools, and programming solutions.

Automate your Salesforce data extraction with Bardeen and save hours every week.

Salesforce Data Export

Typical use case: Backing up data

Data Export in Salesforce is primarily used for backing up data, integrating with other systems, or performing data analytics in Excel. Salesforce allows you to schedule automatic data exports on a weekly or monthly basis, or you can initiate an export manually. The data is provided in CSV files, which can be downloaded from the 'Setup' area within 48 hours after the export completes. For automated backups with more advanced features, consider exploring paid options on the AppExchange.

Salesforce Report Export

Typical use case: Report manipulation or sharing

To export a report from Salesforce to Excel for further manipulation or sharing with non-Salesforce users, use the built-in export functionality. Navigate to the Report or Dashboard Actions menu, select 'Export', choose an export view, and then select the format (Excel Format .xlsx, .xls, or Comma Delimited .csv). You can also subscribe to email notifications to receive reports automatically.

Report Sender

Typical use case: Sending reports to multiple people or non-Salesforce users

CloudAnswers' Report Sender app allows you to share Salesforce reports with internal and external stakeholders without manual exporting or forwarding. This native Salesforce app automates report sending, supports customized email templates, and overcomes the limitations of Salesforce's native report scheduling and sharing functionalities.

Extract Data from Salesforce Using Python

Typical use case: Automating data extraction for analysis or dashboard creation

For those with programming skills, Python can be used to automate data extraction from Salesforce. Utilizing libraries like Simple Salesforce, you can connect to the Salesforce API to download reports or query data using SOQL. This method is efficient for automating data processing and reporting, reducing manual work, and minimizing errors.

Discover how to automate sales for SDRs and Sales Ops teams with our Salesforce integration workflow automation guide.

Export Data from Salesforce to Excel

Various methods exist for exporting data from Salesforce to Excel, each with its own set of advantages and limitations. Options include using Salesforce Data Loaders for exporting and importing CSV files, leveraging Excel's original interface for direct data export, utilizing Excel Add-Ins for enhanced functionality, employing ODBC Drivers for direct spreadsheet export, and connecting to OData Endpoints for a standardized data access protocol. Each method caters to different user needs, from basic data export to more complex data manipulation and integration scenarios.

Choosing the right method depends on your specific requirements, technical capabilities, and available resources. Whether you need a simple data backup solution, advanced data analytics capabilities, or automated data reporting, there's a Salesforce data extraction method that fits your needs.

Automate Salesforce Tasks with Bardeen Playbooks

Extracting data from Salesforce is a critical task for many businesses, allowing for the analysis, reporting, and sharing of customer data across platforms. While Salesforce provides various methods for data extraction, automating this process can significantly enhance efficiency, reduce errors, and save valuable time. Bardeen offers an array of playbooks to automate data extraction and other Salesforce-related tasks seamlessly.

  1. Create a Salesforce account from a Crunchbase organization: This playbook allows users to automate the creation of Salesforce accounts using data extracted from Crunchbase company profiles, streamlining the sales prospecting process.
  2. Qualify LinkedIn Companies and Save to Salesforce: Automate the process of qualifying companies from LinkedIn and saving them as accounts in Salesforce, enhancing lead generation and sales pipeline management.
  3. Create a Salesforce lead from the currently opened email: This playbook extracts contact information from an open email and creates a lead in Salesforce, optimizing lead management workflows.

Other answers for Salesforce

How to Share Reports in Salesforce

Learn to share Salesforce reports internally and externally in 7 steps. Discover methods for efficient data distribution and external sharing solutions.

Read more
How to Export Contacts from Salesforce

Learn how to export Salesforce contacts to Excel, CSV, or Outlook with this step-by-step guide. Choose the best method for your data backup or integration needs.

Read more
How to Export Leads from Salesforce

Learn how to export leads from Salesforce using multiple methods including direct export to Excel, LinkedIn Sales Navigator integration, and custom reports.

Read more
Comprehensive Guide to Importing Opportunities into Salesforce

Learn how to import opportunities into Salesforce using the Data Import Wizard. Includes steps for importing opportunities with products for efficient sales management.

Read more
How to Import Leads into Salesforce

Learn to import leads into Salesforce using CSV, Salesforce Lightning, and LinkedIn. Essential for effective sales pipeline management.

Read more
How to Export Salesforce Report

Learn how to export Salesforce reports to Excel, CSV, or Google Sheets, understand export limits, and automate the process for efficient data management.

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.