How Export Contacts from Salesforce

This article will show you how to export your contacts from Salesforce.

Exporting contacts from Salesforce is a crucial task for data management, analysis, or sharing with your team. This guide will walk you through the process, starting from creating a custom report to exporting the contact details in your desired format.

Step 1: Create a Custom Report Type

1. Create a Custom Report Type with "Contacts" as the Primary Object:
   • If you’re unfamiliar with creating custom report types, refer to the Salesforce guide on How to Create a Custom Report Type.
2. Save Your New Custom Report Type:
   • Once your Custom Report Type is created with "Contacts" as the primary object, you’re ready to proceed with building and exporting your report.

Step 2: Build Your Contact Report

1. Navigate to the Reports Tab:
   • From your Salesforce dashboard, click on the Reports tab.
2. Create a New Report:
   • Click New Report to begin creating your custom report.
3. Select Your Custom Report Type:
   • Browse to the folder where you saved your new report type, then select it.
4. Click Create:
   • This will open the report builder interface where you can customize your report.
5. Set Up Your Report:
   • In the Show field, select All Contacts to ensure you’re capturing the entire contact list.
   • Remove any date filters by clearing the "From" and "To" fields, ensuring no time constraints on the data.
6. Customize the Fields:
   • From the Fields section, drag and drop any fields you want to include in your report, such as First Name, Last Name, Email, etc.
   • Arrange the fields in the order you want them to appear in the report.

Step 3: Run and Export Your Report

1. Run the Report:
   • Click Run Report to generate the report based on your selected criteria.
2. Export the Report:
   • After the report has been generated, click on Export Details.
3. Choose Export Format:
   • Select the export format that best suits your needs, typically Excel (.xlsx) or CSV (.csv) for further data manipulation.
4. Finalize the Export:
   • Click Export to download the report to your device.

Additional Tips:

• Preview Before Export: It’s a good idea to preview the report after running it to ensure all desired fields and data are correctly displayed before exporting.
• Secure Your Exported Data: Always save your exported data in a secure location, particularly if it contains sensitive contact information.

To get started, create a new Custom Report Type with "Contacts" as your primary object. If you're new to the process, learn the steps in Create a Custom Report Type.

When your new Custom Report Type for "Contacts" is created, follow these steps to create the report and export the details:

1. Click the Reports tab, then click New Report.

2. Select the folder where you saved your new report type, then select your new report type.

3. Click Create.

4. In the "Show" field, select All Contacts.

5. Delete the dates listed in the "From" and "To" fields.

6. Drag and drop any fields you'd like to include from the "Fields" section (like First Name, Last Name, Email, and so on).

7. Click Run Report.

8. Click Export Details.

9. Select your export format, then click Export.