How to Automate Export of Leads from Salesforce

Published 03 June 2019

Description

Extract lead data from Salesforce on a regular basis with scheduled export from Import2 Wizard. Setup the export parameters, and have the data delivered to you on your preferred schedule.

1. Connect your Salesforce account

2. Choose the frequency, and where you wish to receive the data - such as, Google Sheets, Dropbox or email

3. Select the columns you wish to include, and apply any filters you need

4. The export will run on schedule, and will be delivered to your selected destination

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