Saturday, March 14, 2015

Salesforce – Data Export: Export Now

To generate backup of your data on a weekly or monthly basis depending upon edition. CSV file generated when we export data.

Setup > Data Management > Data Export > Export Now

Monthly Export Service
Include images, documents, and attachments: Enable to include images, documents and attachments to export.
Include Chatter files and Salesforce CRM Content document versions: Enable to chatter filed and Salesforce CRM content versions while exporting.                             
Replace carriage returns with spaces: To have spaces instead of carriage returns or line breaks in your export files

Select types of data to include in your export. Click Start Export and CVS file is generated.

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