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Salesforce provides exceptional support to businesses for streamlining their customer support management strategies and planners. As a cloud-based utility, Salesforce inherits amazing features and technicalities that can simplify the process of organizing users and user leads.
Leads in Salesforce symbolize a customer or client seeking benefits from your company, which justifies the need for any lead. Creating strategies for Salesforce export leads to Excel or any other destination is basic and usually performed to secure or shift your lead. However, attempting any unauthorized methods can turn into havoc, as it can result in loss of the lead or unrecoverable damage.
So, opt for productive and trustworthy methods of Salesforce lead migration. The blog below will guide you through the best solution to move Salesforce leads.
Probable reason to export leads from Salesforce
Salesforce leads are often moved from one location to another, which aims to fulfill different data-related queries and actions. Understanding the main cause behind exporting your Salesforce leads can provide more clarity for future lead handling and planning. Some of the common reasons for Salesforce lead export are mentioned below:
- Creating lead backup: Salesforce leads are very valuable for businesses in managing their clients. So, you can export leads from Salesforce to Excel, drive, cloud storage, etc., as a backup to secure the leads.
- Reports: Exporting Salesforce leads helps you to organize your client data and generate detailed reports for performance analysis.
- Easy integration: Once the Salesforce leads are exported to the preferred location you can easily integrate the data onto other platforms.
- High accuracy & time saving: Performing convenient Salesforce export leads to Excel, providing the feasibility to enhance data accuracy in less time.
Thing to know before your export leads from Salesforce process
Understanding the key factors before moving your leads from Salesforce is beneficial for accurate results. It’s an essential strategy to analyze & cover all the aspects of your lead export from Salesforce. Here are some of the key things to remember mentioned below:
- Search export options: Salesforce leads can be migrated to enhance data integrity and utilization. However, you must choose the right export method from multiple options.
- Finding filter: Different export options contain useful filters that simplify your lead migration from Salesforce and provide more filtered results.
- Planning backup & recovery: Creating strategies for your data secure backup and restoration to be easily recoverable if the export goes unplanned.
- Reliable solution: Employ an advanced third-party tool for effortless migration, so if manual methods fail to perform as expected or seem confusing, you can achieve results instantly using the professional tool.
How to export leads from Salesforce to excel manually?
Doing Salesforce export leads to Excel is a fundamental yet necessary action that helps with integration & collaborations. Salesforce is an advanced cloud-based CRM platform that inherits flexible features to export leads from Salesforce to Excel files. Follow the steps mentioned below:
- Login into your Salesforce account and reach the Setup section.
- Go to the ‘Quick Find’ box and search for export data option to move your leads.
- Utilize the options to schedule your export by choosing Schedule Export option, else choose Export Now to perform instant export.
- Select the lead to export from your Salesforce account and then choose the saving option to save the file as CSV.
- Now, once your export request is processed in Salesforce, then you will receive an email notification with the link to download the CSV file.
Using an advanced third-party software
Extracting data from Salesforce, such as Leads, metadata, objects, etc., is crucial in performing backup for security purposes. However, the manual method is not that trustworthy for exporting crucial Salesforce data. Businesses often choose reliable automated Salesforce Backup software to export leads from Salesforce to Excel or local drive to attain high efficiency & accuracy.
Kernel Salesforce Backup and Restore is the ultimate result-oriented software that provides automated features for exporting Salesforce data. The tool offers an easy-to-use interface that allows you to back up & restore Salesforce leads effortlessly. Save your export file easily to any destination and format, such as CSV.
Conclusion
To export leads from Salesforce there are multiple options available online but choosing the right one is a priority. In the above blog, we mentioned the procedure to execute Salesforce manually led export to Excel or any other location. However, as discussed above, the efficiency of manual methods is low, so we advised employing the Kernel Salesforce Backup and Restore software for better and easier results. Along with multiple options, this tool also offers you to export contacts from Salesforce.