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Export To

Use the Export To action to export selected records to a CSV or Excel® file.

You can export up to one million rows of data.

Follow these steps:

  1. Select one or more records that you want to export.
  2. Click Actions.
  3. Click Export To and select an option:
    • CSV
    • CSV (with Record IDs)
    • Excel
    • Excel (with Record IDs)

The following example shows Opportunity records that were filtered by Amount values over $30,000. These records were exported to Excel with record IDs:

: In Salesforce Lightning, you must pop out the window an perform the export process in the new window.

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