Data Export Service Salesforce: 2 Easy Methods

Aman Sharma • Last Modified: December 29th, 2022


Exporting company data can be an efficient way of backing up necessary data or moving individual bits to and from different program versions. Salesforce employs a data export feature to backup essential data and metadata. This article is going to explore the need to export data and the different methods to do so. It further reveals some typical challenges faced during data export and some plausible solutions.

This article will guide you through the process of setting up Data Export Service Salesforce using 2 simple methods. It will provide you with a brief overview of Salesforce and the importance of Data Export. You will also explore the limitations associated with the Data Export Service Salesforce in further sections. Let’s get started.

Table of Contents


  • An active Salesforce account.
  • Working knowledge of CRM tools like Salesforce.
  • Cleat idea regarding the type of data to be exported.

Introduction to Salesforce

Salesforce Logo
Image Source

Salesforce is a Cloud-Based Platform-as-a-Service (PaaS) and one of the most popular Customer Relationship Management (CRM) systems. It is used by businesses to keep track of customer interactions. Salesforce offers a number of built-in applications that are utilized by a variety of departments inside a company, including Sales, Marketing, and Analytics. Salesforce allows users to connect using Java Database Connectivity (JDBC) and interact with its API to access and migrate data from other platforms.

As a result, Salesforce enables you to develop a one-of-a-kind solution tailored to your individual company requirements. It is a pay-as-you-go model that makes it a feasible and appealing alternative for many businesses. With the increased focus on the customer, nurturing and expanding your customer relationships is more vital than ever. Salesforce makes this process a lot simpler.

To know more about Salesforce, visit this link.

Importance of Data Export 

The Salesforce database in itself offers a pretty robust mechanism to manage and organize data. What is the purpose of exporting this data then?

Well, the answer to that is pretty simple. Most companies and businesses are involved in dealing with crucial data. This can sometimes be seen in the form of information that needs to be retained securely for extended periods of time. Relying on a single database can make this task risky.

Having a backup strategy, on the other hand, helps to extract specific pieces of data from the system and store them independently. This also saves the substantial costs incurred for the continuous organization and tracking of essential data. The data export feature on Salesforce gives an opportunity to do precisely that!

Data Export in Salesforce
Image Source

Simplify Data Analysis Using Hevo’s No-code Data Pipeline

Hevo Data helps you directly transfer data from Salesforce for free, and 100+ other data sources (including 30+ free sources) to Business Intelligence tools, Data Warehouses, or a destination of your choice in a completely hassle-free & automated manner. Hevo is fully managed and completely automates the process of not only loading data from your desired source but also enriching the data and transforming it into an analysis-ready form without having to write a single line of code. Its fault-tolerant architecture ensures that the data is handled in a secure, consistent manner with zero data loss.

Hevo takes care of all your data preprocessing needs required to set up the integration and lets you focus on key business activities and draw a much powerful insight on how to generate more leads, retain customers, and take your business to new heights of profitability. It provides a consistent & reliable solution to manage data in real-time and always have analysis-ready data in your desired destination.

Get Started with Hevo for Free

Check out what makes Hevo amazing:

  1. Secure: Hevo has a fault-tolerant architecture that ensures that the data is handled in a secure, consistent manner with zero data loss.
  2. Schema Management: Hevo takes away the tedious task of schema management & automatically detects the schema of incoming data and maps it to the destination schema.
  3. Minimal Learning: Hevo, with its simple and interactive UI, is extremely simple for new customers to work on and perform operations.
  4. Hevo Is Built To Scale: As the number of sources and the volume of your data grows, Hevo scales horizontally, handling millions of records per minute with very little latency.
  5. Incremental Data Load: Hevo allows the transfer of data that has been modified in real-time. This ensures efficient utilization of bandwidth on both ends.
  6. Live Support: The Hevo team is available round the clock to extend exceptional support to its customers through chat, E-Mail, and support calls.
  7. Live Monitoring: Hevo allows you to monitor the data flow and check where your data is at a particular point in time.
Sign up here for a 14-Day Free Trial!

Methods of Data Export in Salesforce

There are two primary methods to carry out Data Export Service Salesforce. You can either export data manually or choose to set an automatic schedule for it.  

Method 1: Data Export using Data Export Wizard Manually

The Data Export Wizard can be opened via the Setup Menu. This is the channel for catering data exports manually. The export can be carried out on a weekly or monthly basis as per your requirements. 

There are some simple steps you can follow to carry out an export using the Data Export Wizard:

  • Start with accessing the Setup Menu to open the Data Export Wizard. 
  • Go to Export Now to get your files ready for export. You can also select ‘Schedule Export’ to run exports weekly or monthly.
  • The next step is to select the appropriate encoding option for the file to be exported. If there are any documents, attachments, or images embedded in the data, make sure you select the desired options for the same.
  • In case you’re scheduling an export, you can select the desired frequency of export along with the start/end dates and time for the scheduled export.
  • Under Exported Data, you can select the different types of data for your export. Include all data, to avoid any filtration, and to generate a direct export.
  • Start Export, to get started with the process.

These steps can be combined with a variety of features to create specific data category exports or perhaps filter data according to priority. You can explore these features and create a desired export process for your data.

Method 2: Data Export using Data Loader

You can also choose to export data automatically at weekly or monthly intervals. This is where the data loader comes into play. This application needs to be installed independently. You can operate it either through the user interface or by generating a command-line script. A variety of APIs and scripts can be integrated to download files from Salesforce to the local machine. This can then be relayed to the desired destination. You can read more about the use of data loader, to get some valuable insights. 

Data Export using Data Loader
Image Source

Limitations of Data Export Salesforce Service

Despite a variety of features in the provision, some common challenges can be witnessed in Salesforce Data Export. The first limitation is the heavy traffic in Salesforce that can cause a delay in the successful delivery of the data. The time of delivery and data availability can be crucial to some businesses. Sometimes, data can be delayed for weeks after the export. Extended durations are required for the export request to process at times. Thus, if you are dealing with data where untimely backup or export can cause losses, this can be a concern.

Another point to consider is the lack of Sandbox exports. An export into sandboxes is made possible. However, you cannot export data from the sandbox. This can be a drawback for those relying on a process where sandbox exports would be more convenient. 

Even though a variety of attachments, documents, and images can be exported, there are some limitations to these. The number of API calls that can be employed is limited, which is an issue for a large number of attachments. Thus, a major drawback can be observed for your export if a large number of attachments are involved. The same goes for file sizes. Larger organizations with multiple compressed files intended for export can find it cumbersome to export data and upload it into the desired databases through this method. 


This article gave you a brief introduction to Salesforce and the importance of Data Export Service Salesforce. It also included a step-by-step guide for Data Export Service Salesforce using 2 methods. The first method is the manual way and the second method is the automated way. Now, you can easily Export Data from Salesforce with ease by applying one of these methods.

Visit our Website to Explore Hevo

Businesses can use automated platforms like Hevo Data to set the integration and handle the ETL process. It helps you directly transfer data from Salesforce for free to a Data Warehouse, Business Intelligence tools, or any other desired destination in a fully automated and secure manner without having to write any code and will provide you a hassle-free experience.

Want to take Hevo for a spin? Sign Up for a 14-day free trial and experience the feature-rich Hevo suite first hand. You can also have a look at the unbeatable pricing that will help you choose the right plan for your business needs.

What are your thoughts on ‘Data Export Service Salesforce’? Share them in the comments!

No-Code Data Pipeline for your Data Warehouse