Sometimes, it becomes essential to export contacts from Salesforce to keep backups at a specific location, export contacts in Excel files, and for a few other reasons. However, exporting Salesforce contacts can be challenging. We have covered reliable manual methods to export contacts from Salesforce. However, you can opt for an automated Kernel Salesforce backup tool to streamline the export process.
Salesforce is a Customer Relationship Management (CRM) software that facilitates content management, email marketing, and lead-scoring platforms. Salesforce connects all the departments of an organization, such as the web department, content department, graphics department, video editor department, development department, Q/A department, and others, in a cloud-based platform where everyone can access those documents.
To know more about Salesforce and its components, let's discuss each of them in detail.
- Content management: It's a primary component that allows you to store structured data, such as sales opportunities, support cases, and customer information, in objects like contacts, accounts, and events. You can also use standard objects of Salesforce, including accounts, leads, contacts, campaigns, cases, and opportunities, and build custom objects or an organization.
- Email marketing: Another component that lets you send an email to a collective number of users simultaneously to promote or advertise your product or service. You can run a series of emails to build customer relationships and enhance your productivity. It’s not bound to email marketing, even though you can easily track marketing reports and view the responses of that marketing.
- Lead scoring: With the lead scoring component, you can effectively monitor the email marketing status and the target audience's response. Its primary goal is to boost sales and marketing of a product. Similarly, its advantage is that you can quickly identify marketing patterns, align follow-up queries, and lead activities.
Because of all these beneficial components and other advanced features, users tend to use Salesforce instead of any other cloud-based platform. However, in specific scenarios, users need to export contacts from Salesforce for different purposes.
In this article, we will discuss different methods to export all contacts from Salesforce securely. But, before that, let's know the significant reasons that compel users to export contacts from Salesforce.
Why do organizations want to export contacts from Salesforce?
Many organizations want to export their Salesforce contacts for backup since it stores their clients' valuable data. Here are some reasons that compel you to export contact list from Salesforce.
- Data backup: To back up your organization’s Salesforce contacts at your destined place so you can use them in your professional work.
- Easy to export: You can easily share Salesforce contacts with anyone.
- Data analysis: Many organizations export contacts from Salesforce to Excel for performing research and development so that they can decode any efficiency in their marketing.
- Clear space from Salesforce: Any organization with multiple crucial contacts in its Salesforce wants to create space by clearing those contacts. In that case, we need to export contacts from Salesforce.
- For collaborations: When you want to share Salesforce contacts with your external teams but don't want to give them your Salesforce credentials. In that case, you can provide them with exported Salesforce contacts and enhance work productivity.
Manual methods to export contacts from Salesforce
There are a few free manual methods for exporting Salesforce contacts in your system. This section will cover those manual methods. By following them, you can extract contacts from Salesforce.
Method 1. Export Salesforce contacts using Advanced Setup feature
Salesforce offers an inbuilt Advanced Setup feature that allows you to export contact list from Salesforce in a CSV file. Follow the below step-by-step guide to streamline extracting process:
Step 1: Open Salesforce in your browser.
Step 2: Log into your account by providing the required credentials.
Step 3: Click on Setting icon > Open Advanced Setup option.
Step 4: Go to Administration section, open Data drop-down menu, and click Data Export option.
Step 5: Click on Schedule Export to initiate contacts export process.
Step 6: Now, select Contacts you want to migrate in CSV.
Step 7: Finally, click on Export Now option.
Method 2. Export Salesforce contacts using Reports
Salesforce facilitates a free Reports feature that allows you to create different reports according to your needs. After that, you can enter essential information in that report and export it.
Similarly, to export contacts, create a custom report of contacts and export it in an Excel file. Follow the stepwise guide to extract contacts from Salesforce using Reports.
Step 1: Login to the Salesforce account and click on Reports tile.
Step 2: Click on New Report and hit Start Report option.
Step 3: In the Show section select All Contacts option.
Step 4: Now, drag and drop essential emails (like first name, last name, emails, contacts, and many more) from Fields section, into your newly report.
Step 5: Click on Run Report option.
Step 6: Click Export Details to export contacts into Excel file.
Step 7: Select export format and click Export.
Since only a few methods allow users to export contacts from Salesforce to Excel files, these methods also have some drawbacks that hamper users' experience.
- Manual methods are time-consuming and require a Salesforce expert to execute them.
- While using the Report feature, users need to select contacts manually, making it lengthy and confusing.
- While exporting contacts, many CSV files get corrupted.
- These methods don't ensure the successful export of Salesforce contacts.
- You cannot export contacts in any desired location of your system.
Hence, limitations make these manual methods challenging, and there is a chance of losing and corrupting your valuable Salesforce contacts. To avoid these risks, you can opt for professional Salesforce data backup software that streamlines your contacts backup along with other data and saves it in your preferred location.
An automated tool for secure Salesforce contacts backup procedure
Kernel Salesforce Backup and Restore software can easily back up all your Salesforce data, including contacts, to the system's local or network drive. This software has an advanced algorithm that facilitates quick export contacts from Salesforce process at a selective time using the Schedule feature.
Unique and advanced features of the Salesforce Backup tool
The software provides several extraordinary features to ensure quick backup of Salesforce data in the original hierarchy. Some of the major features are as follows:
- It provides multiple backup projects and job creation.
- Secure Salesforce account login using unique credentials.
- Save backed-up data in the local or network drive of system.
- Pause/Resume, Stop/Start, and Add/Remove jobs simultaneously.
- Generate and download the detailed backup report in a CSV file.
- Access backed-up Salesforce data and export contacts from Salesforce to Excel (.csv) file.
Step-by-step process to export contacts from Salesforce using the tool
Check out the easy-to-use steps to export all contacts and other data from Salesforce using this professional Salesforce data backup software. It streamlines the backup process and navigates users through every step with its graphical user interface.
Step 1: Download and install the Kernel Salesforce backup software.
Step 2: Run the software and click on Add Project.
Step 3: Enter the Project Name and click OK.
Step 4: Double-click on Salesforce tile.
Step 5: Enter the Job Name and click Next.
Step 6: Enter Salesforce credentials, including Domain Url, Client ID, and Client Secret and click Next.
Step 7: Browse to select the backup saving location and click Next.
Step 8: Select options to backup data from Execute Immediately or Schedule as per your needs.
Step 9: The software will start backup process and show status as Running.
Step 10: Once the backup process is completed, you will see Ready status. After that, click on Backup Report to generate a detailed backup report.
Step 11: Download a detailed backup report by clicking Save Report to CSV.
This way, you can easily export contacts from Salesforce along with other data and save them in an Excel file (.csv) on your system's local or network drive.
Conclusion
This article discussed reliable manual ways and their step-by-step guide to export data from Salesforce, including contacts in your local storage. However, as mentioned, manual methods have limitations and don't ensure successful results. That's why Salesforce backup software is recommended as a good choice for users.
The software can easily export contact list from Salesforce along with other data to your local or network storage. It saves all your contacts in an Excel file (.csv) format containing their names, contacts, email IDs, and other essential information.