How To Export Salesforce Reports To Excel
Excel remains one of the leading tools for short and valuable reports. The training cost is low, and it’s easy to use. Salesforce works perfectly well with Excel and offers incredible opportunities for enhanced data analysis. So how to create handy Excel reports benefiting from Salesforce's extensive data?
Three Ways to Export Salesforce Reports to Excel
If you need to extract data and export them to Excel, there are three known methods:
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Manual
When you need to, you can export reports manually to Excel. This way, whenever you need an account, you open the Data Loader on Salesforce, click Export and pick the required information. You can send them to the existing CSV file or create a new one.
Don't forget to check out: Introduction to Creating and Using Salesforce Reports
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Scheduled
If you need some info to be updated regularly, you can schedule particular data exportation that will be refreshed automatically. This is an excellent method if you need custom reports of specific metrics (Pageviews, Bounce Rate, Retention Rate, Rate of Renewal, CES, Customer Churn, etc.)
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API
The last method offers more significant opportunities, though it requires more effort. You can export Salesforce data via API. You can write a code yourself to withdraw data, or you can ease your life with automated exports with Coupler.io.
What Are the Export Limits from Salesforce to Excel?
- Details Only and Lightning Experience reports in XLS and CSV formats can be exported limitless.
- Details Only report in XLSX format, and Lightning Experience as Formatted Report have a limited number of up to 100,000 rows and 100 columns.
- Joined Reports have a limit of up to 2000 rows.
- You can’t export historical trending reports.
- You can only export a maximum of five reports at one time.
- Bulky reports may take some time to export, but no longer than 10 minutes.
How to Automate Salesforce to Excel Export with Coupler?
When exporting Salesforce data via Excel Connector, you need to be careful not to screw everything. To avoid extra challenges, you can easily export Salesforce data to Excel with Coupler.io - just a few minutes, and it will be automated.
Step 1. Choose Salesforce as a data source
Step 2. Log into your Salesforce account to continue
Step 3. Click on data entity to pick the data you want to export
Step 4. Set up destination by selecting Microsoft Excel
Step 5. Connect your Microsoft account
Step 6. Click Save and Run to start the export
Check out another amazing blog by Olena here: Should You Do Salesforce Backup — All You Need To Know
It should be noted that you can tailor the export schedule to your needs - the data can be updated every 15 minutes, daily, weekly, or monthly. Once you select all the needed parameters, reports are automatically refreshed.
Final Words
Quick Salesforce export to Excel broadens the horizons of data analysis, as you can combine data from Salesforce with data from other sources. 83% of sales professionals claim it’s essential to build trust before a sale is necessary. Digestible tables and dashboards created in Excel are the way to help your sales and marketing team to develop meaningful relationships with customers. Easy-to-use Salesforce to Excel export makes it simple to dig into details and figures to take action.
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