How to Automate Export of Tasks from Salesforce

Published 17 June 2019

Description

Automatically download tasks from Salesforce on a regular basis. Setup the export once, and have the task data delivered to you on your preferred schedule.

1. Connect your Salesforce account

2. Choose how often to run the export, 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 the schedule you selected, and delivered to your preferred destination

Business Data Glossary
We know that talking about data could be confusing. Here is a list of terms for you to get up to speed. Learn more
Pull Data Reports from multiple business apps
Consolidate all your business data in one place and have swift analysis based on your business metrics. Learn more
Unlock Your Data From any Business app
Use Free Export to download data from your apps, so you can save it or move it wherever makes sense for your business. Learn more