How the export workflow works

Exports use a three-step workflow designed to let you choose the records, fields and final output settings before the file is generated.

Step 1 — Export Setup

Select the object type you want to export and configure optional filters to limit the records included in the export.

Step 2 — Customize Export File

Choose which fields will be included in the file. Fields can be selected, reordered and renamed, and the export preview helps you verify the output before continuing.

Step 3 — Export Settings

Configure the output settings and run the export immediately or configure scheduling where available.

Available export formats

• CSV
• Excel XLSX
• Simple XML

Saved Export Templates can be reused when you need to generate the same type of file again.