Export Notes from Salesforce (Classic and Lightning)

Published 23 July 2019

Description

Extract your Salesforce notes quickly and easily into CSV file. Import2 exports both Classic edition notes as well as Lightning edition notes, with the ability to include details about the record the note was logged to.

1. Connect your Salesforce account

2. Setup your export, including how often it should run and where to deliver the data to

3. Choose the fields to include and apply any filters you need

4. Download the CSV file

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