Exporting Data

Your organization can export almost any custom view or list in a module or report. Alternatively you can use the Backup Tool to export data as well.

To Begin Exporting Data: 

 

  1. Navigate to your top navigation bar, click the user icon and select “Settings”. Once you've done that, locate the tabs that run across your window and click Data Export.
  2. Choose the module you wish to back up by clicking the drop-down arrow (Below the “Data Export” title).
  3. After selecting the module you would like to back up, click the Extract Data button.

 


Notes

Users with the “Data Export” permission can view all exported data and all custom objects and fields in the Export Service page. This permission is granted by default only to the System Administrator profile because it enables wide visibility.