Salesforce Data Export (Leads, Tasks & more)

Published 25 May 2020

Description

Export any data from Salesforce with ease with Import2 Wizard. Whether it is leads, tasks, notes, articles, or any other Salesforce record - use the simple, guided process to extract exactly the data you want, and send it directly to Google Sheets, Dropbox or email.

1. Connect your Salesforce account

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

3. Choose the fields you wish to include, and apply any custom filters as needed

4. Download the CSV file

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