Questions tagged [data-export]

This tag is used for questions about extracting data from a Salesforce Org's database. There are a variety of means of accomplishing this task. Which method one might choose to use will depend on several factors that would include both the final destination of the data and the purpose behind the data export/extraction.

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36
votes
7answers
26k views

Copying metadata and code from one Production org to another

How do I copy(for want of a better word) metadata (i.e. Objects, Workflows, Validation rule etc), and code (Apex, Visualforce, Triggers) from one Production org to another production org? Is this ...
24
votes
1answer
3k views

SFDX -How to Export data with record types to put in a scratch / qa org

So i am trying to automate some of the data tasks and Export data from an org to be imported into scratch orgs on creation. The records I am trying to export have record types. The record types are ...
12
votes
8answers
2k views

Backup options for salesforce org

Can you please suggest the backup options available for salesforce org? I want to have daily backup of my salesforce production org having around 1 TB of data (both records and metadata) so that i ...
11
votes
2answers
11k views

How do I use Visualforce to generate a CSV file that can be downloaded using IE8?

I am using the following Visualforce Page as an endpoint that generates a CSV file using POST data that it is handed. The following page definition works great for everything but IE8 (Internet ...
11
votes
6answers
7k views

Printable ERD from Salesforce that you can Edit

I built a solution for a customer and I want to pull the ERD from the Salesforce instance and have the ability to edit it. I know there are a few tools and the Schema builder in Salesforce but none ...
11
votes
1answer
725 views

SFDX force:data:tree:export Beyond 1 Level Deep

How are people doing force:data:tree:export/import on data in their orgs when the object relationship runs more than 1 level deep? From the doc: In each specified relationship, only one level of ...
10
votes
2answers
1k views

Backing up and Restoring a Salesforce Org

There is a bit of information around which discusses backing up Salesforce using the data export capabilities or one of the data loader tools to download SF data into text files or ar relational ...
9
votes
2answers
7k views

Automate the downloading of Data Export zip files

After a Data Export has completed there can be a large number of zip files to download. If there are 80+ files at 130 MB (In Summer 12 the limit has been increased to 512 MB) each and each file takes ...
9
votes
0answers
107 views

Is there a work around to allow binding of variables in the sfdx force:data:tree:export query file

When using sfdx force:data:tree export with an in-line query, you can bind variables by creating them in the cli before running the export command, like so: CURRENTYR=2017 sfdx force:data:tree:export ...
7
votes
2answers
26k views

call apex method from visual force page (not in constructor)

I want to call public apex method on load of visual force page, for purpose of Excel exporting. But I don't want to put that method in Constructor of apex class, because of some limitation (example:I ...
7
votes
1answer
11k views

Custom link to download/export report in single click

I have a custom link titled Download on my Contacts page layout that when clicked currently takes me to the Export Report page with standard buttons Export and Done. I used the URL content source /...
7
votes
3answers
6k views

Automated Full export and Upload to FTP?

I want to create an automated process, that will trigger/create the Export Service https://eu1.salesforce.com/ui/setup/export/DataExportPage/d And once complete, will upload all the resulting files ...
7
votes
3answers
3k views

Way to check triggers on object

I am trying to import some data on a particular object, hence is there a way to check which of our objects are tied to triggers, flows, etc.
7
votes
1answer
2k views

How to get Visualforce to output Excel with column freezing (panes)

I'm trying to get a Visualforce page to output to an Excel file that contains column freeze points. Is this possible? The "plain" Excel is working via: contentType="application/vnd.ms-excel#...
6
votes
2answers
5k views

Date time export data loader

I'm using the data loader to export accounts. I put the following condition in the form of the dataloader: Select NAME FROM Account WHERE LastModifiedDate = 2013-06-11T15:54:00Z But i'm not able to ...
6
votes
2answers
3k views

Custom Labels Data retrieval with translations

I am having some CustomLabels in my DeveloperEdition with translations, Is there any possibilities to export all labels in excel sheet using tools? (Ex:Like as DataLoader) Thanks Venkatsforce
6
votes
2answers
929 views

Dataloader CLI export records modified since process last run date

What I am trying to use Dataloader CLI to export Contacts created or modified since the process ran the last time. The process runs properly, but it always retrieves the same records, and I want it ...
5
votes
1answer
708 views

DX CLI force:data:tree:export Query returned no results

Records are returned when I execute this sfdx force:data:soql:query -u Dev --json --query "SELECT Id, Name, (SELECT Id, Name, AccountId FROM Contacts) FROM Account WHERE Id IN ('0010z00001T1uXSAAZ','...
5
votes
1answer
490 views

SFDX force:data:tree:export Invalid SOQL Query When Using File Path to Supply Query

When using the sfdx force:data:tree:export command, the Salesforce Developer Documentation states you can specify a file path in place of an in-line typed query (either option would follow the -q flag)...
5
votes
2answers
2k views

Extract Numeric field with more than 8 digits?

I am trying to export numeric field where it has more than 8 digits. In the export data is in invalid format. The data represented is in the Scientific notation. There is no way to convert or format ...
4
votes
1answer
3k views

Export data to a file using apex

I have a requirement to Run SELECT query on custom object export the data to csv file Automate / schedule step-1 and step-2 . I know how to achieve step-3, by using apex scheduler class. But I ...
4
votes
1answer
7k views

How to pick the right character encoding for exports?

The "Weekly Export Service" has a dropdown titled "Export File Encoding" with the following options: ISO-8859-1 (General US & Western European, ISO-LATIN-1) Unicode Unicode (UTF-8) Japanese (...
4
votes
1answer
135 views

Data Loader CLI

I am trying to export data using CLI data Loader. Can I dynamically assign the export file name with the system date and time stamp. Any suggestions would be appreciated! Thanks!
4
votes
3answers
3k views

Auto downloading Salesforce weekly export files [duplicate]

We are looking for a way to auto download our Salesforce weekly export files to an internal server for long term storage. Has anyone successfully done this either custom, using a 3rd party tool or ...
4
votes
1answer
2k views

How to remove the currency symbol form the Matrix Printable view?

While I can always export a report's raw data, and create the Matrix/Pivot table in Excel, This misses the point of using SF as a wide tool. Currently, in the Matrix report I use the "Printable View"...
4
votes
1answer
58 views

Moving communities from QA to Production

I have created a site in our QA enviornment with contents, articles with zones, chatter with categories and various permission sets based on profile including branding. I would now like to move this ...
4
votes
0answers
1k views

Is there a simple way to generate a create table script from a salesforce class?

I am looking for a way to synchronize Salesforce data with a local database. At the moment I just want a pain free way of downloading the data. I've been playing around with importing CSVs from the ...
3
votes
1answer
13k views

How can I backup/export my APEX code classes and triggers?

I wasn't clear - I am writing a lot of code on my sandbox, and I use the Developer Console for that. I want to export all the classes and Triggers I write, for backup. Using Meta API - I am not ...
3
votes
3answers
2k views

Can I export related fields using a data loader?

I want to be able to export the related account fields for each quotation in Salesforce using Data Loader. I suspect this is possible using relationships (Object__r.FieldName__c), but I'm not 100% ...
3
votes
1answer
983 views

Export to excel file problem with displaying information

Following is my page <apex:page controller="contactquery" contentType="application/vnd.ms-excel#SalesForceExport.xls" cache="true"> <apex:pageBlock title="Export Results" > <apex:...
3
votes
1answer
261 views

Challenge: How do I get variables from Salesforce to a workbook and back with results

First off, I don't even like the direction my question is taking, but this is what is requested. We are trying to create a form in SF for sales reps to use to input numbers, hit a button and receive ...
3
votes
2answers
14k views

How to use TableTools plug-in for DataTables in Visualforce page?

i am trying to use TableTools plugin for the datatable to export the data that is being displayed in the table as CSV, Excel, etc. Though i included the plugin inside of my code it still did not ...
3
votes
2answers
696 views

Workaround for SELECT * (SELECT all) in sfdx force:data:tree:export SOQL

In certain parts of our existing Apex code base, we've used dynamic soql in combination with object describe methods as a workaround to achieve the equivalent of SELECT * that's normally available in ...
3
votes
1answer
73 views

Solution for backing up Salesforce data

We currently do a data backup of SFDC data every week via the Data Export feature in Salesforce. This process is very time consuming as the result of the data backup is 30+ files that all need to be ...
3
votes
1answer
19k views

How to escape commas in exported .csv / custom .csv delimiter

I am running a report and exporting a .csv for use with our mail system. The mail system uses comma delimiting, this causes an issue with merging when it encounters a comma in the Organization ...
3
votes
2answers
1k views

Importing date audit fields from Salesforce into SQL Server

I have exported LeadHistory data from Workbench into a local CSV. I am now trying to import that via SQL Server's import wizard, but am getting stuck on the CreatedDate field. The wizard suggests the ...
3
votes
2answers
146 views

exporting “complete” data for former users

I have an interesting request: We sold a region to another company, and we'd like to give the departing salespeople their data. It's a simple query to get everything the 4 users from that region ...
3
votes
1answer
380 views

Exporting large set of data out of Salesforce and integrate with third party system

I am implementing for an approach to integrate from Salesforce to our 3rd party system. Usually our customer has a large set of Contact data and they want to integrate to our system. Meanwhile, our ...
3
votes
3answers
2k views

Exact Target - Is the Subscriber Key case sensitive?

We are running into an issue where a data extension used to send an email has a subscriber key e.g. 0003C00000Dkd3s from Salesforce but the actual send is going to another email address that has a ...
3
votes
8answers
24k views

Is there a way to Download all notes/attachments from a Salesforce Opportunity?

I have found it time comsuming to click into each note/attachement and click save to a certain folder. Is there a tool that would allow me to pull all attachments from an opportunity to a folder on ...
3
votes
1answer
368 views

Exporting from SFDC to custom fixed-width type file

For phase one of this integration project, the requirment is to export data to a fixed-width fields type flat file and place it in a specific folder on the network, where the legacy system with pick ...
3
votes
1answer
830 views

Any way to correctly escape quotes in a data extract activity?

We're currently using a combination of Data Extensions, Data Extracts, and File Transfer activities to pull data out of Marketing Cloud and import these files into our own internal data warehouse. ...
3
votes
0answers
90 views

How to use sfdx force:data:tree:export to export CPQ Bundle Product for import into a new scratch org?

For starters I am trying to only export set of Products, Feature and Options that comprise a single bundle Product, but having problems because Product Option object has two lookup relationships to ...
3
votes
0answers
45 views

salesforce DX: Export/import products prices and price books with sfdx data:tree:export

I'm need to have a post refresh script that would migrate products with prices. I thought using DX could save me few hours and I tried the data:tree:export command and steps described in this thread ...
3
votes
0answers
99 views

SFDX force:data:tree:export Document “Reference”

Since you cannot have a formal field relationship (Lookup) from an SObject to a Document object we have a SObject (let's call it "Settings") that "references" a Document object by simply storing a ...
3
votes
1answer
277 views

SFDX and Powershell script - querying knowledge article version returns SOQL malform error, but it runs fine in DEV Console

I am trying to download a specific knowledge article version (standard - not lightning) using SFDX and powershell. My query gets dynamically generated in the script... and the relevent line of the ...
3
votes
0answers
116 views

How to retrieve Data Export info from api without screen scraping?

How to get the data export information (links), once the weekly full data export is complete, through api? is it stored in any object? can we fetch that information without doing a screen scraping? ...
2
votes
6answers
3k views

Exporting Content from Salesforce

I would like to export ContentVersion with real content file. We want to migrate content from Salesforce to another system for a single library. So, is there any way we can export data for a single ...
2
votes
1answer
666 views

Size of “Weekly Export” vs. “Data Storage” is different, why?

Re: This is a duplicate question: At best is a related question, not a duplicate. The other question has nothing to do with comparing Salesforce's account of data within and outside of its system. ...
2
votes
2answers
499 views

How to import an SFDC Report CSV export file in Numbers on Apple's iCloud?

Using Numbers on a Mac for editing my spreadsheets, but unable to find a way of downloading a report (export) from Salesforce and doing the following with Numbers: open, edit, and save. How to open ...

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