Click on beside Setup your User Name and Select My Settings. Search Outlook in quick find box and Select Salesforce for Outlook. Now Scroll down bottom of the page and Download Salesforce for Outlook using Download (Version) button.
Table of Contents
How to export tracking data from Salesforce Marketing Cloud email studio?
Step 1. Setup File Location in Email Studio A file location is the SFTP location where you want to deliver your tracking export files. To do this you need to go into Salesforce Marketing Cloud Email Studio: Once in Email Studio, you go to Admin -> Data Management -> File Locations
How do I extract data from Salesforce?
The first step will be to define a data extract from Salesforce. Select Data Extract You will be presented with a screen where you define the properties of the Data Extract activity. You will want to name this specific to the type of data being extracted.
What is a file location in Salesforce?
A file location is the SFTP location where you want to deliver your tracking export files. To do this you need to go into Salesforce Marketing Cloud Email Studio: Once in Email Studio, you go to Admin -> Data Management -> File Locations Within File Locations enter the setup details of your External SFTP Site delivery location:
Can you download an email from Salesforce?
You can get an export of the email message, activities with the data export service. Make sure to select the objects instead of all. You can also use data loader to export the activity records from salesforce.
How do I download all emails from Salesforce?
Export DataOpen the Data Loader.Click Export. … Enter your Salesforce username and password, and click Log in.When you’re logged in, click Next. … Choose an object. … Select the CSV file to export the data to. … Click Next.Create a SOQL query for the data export.More items…
How do I export email history in Salesforce?
Export Account History using Data LoaderOpen Data Loader.Click on Export or Export All. … Enter your Salesforce username and password. … Select Show all Salesforce objects and click on Account History (AccountHistory) object.Click on Browse… to select where the csv file will be saved.Click on Next > Yes.More items…
How do I export sent emails?
Back up your emailSelect File > Open & Export > Import/Export.Select Export to a file, and then select Next.Select Outlook Data File (. … Select the mail folder you want to back up and select Next.Choose a location and name for your backup file, and then select Finish.More items…
How do I extract files from Salesforce?
After the permission is enabled, an export can be done with Data Loader.Click Export or Export All, log in when prompted.Select Show all Salesforce objects and select Content Document (ContentDocument).Choose a target for extraction and click Next.Click Select all Fields.Click Finish.
Can you export data from Salesforce to Excel?
Exporting data from SalesForce to Excel is pretty simple, once in a report, select the menu arrow > export > Excel format > Export. This will directly open the report in the Excel application, and the data will be usable within Excel spreadsheet program.
Can you export data from Salesforce?
You can easily export data from Salesforce, either manually or on an automatic schedule. The data is exported as a set of comma-separated values (CSV) files. Data export tools provide a convenient way to obtain a copy of your Salesforce data, either for backup or for importing into a different system.
How do I download a list from Salesforce?
Click Subscribers.Select the checkbox next to the list.Click Export.Click Next.Complete the File and Delivery dialog box. Note Use FTP for lists greater that 850 subscribers.Click Next.Choose the data to export by moving the desired attributes from the box on the left to the box on the right. … Click Export.More items…
How do I export a Salesforce activity?
You can export Salesforce Tasks into CSV files in two ways:Use Trujay service. … Use the option Salesforce offers. … Now, select ‘Task’ module from the list of records.At this point, you can begin to transfer selected Salesforce records into the file by pressing ‘Export Now’ button.
How do I Export emails to excel?
Export Outlook Emails to Microsoft ExcelGo to File and select Open & Export. … Choose Import/Export.Choose Export to a file, then select Next.Choose Microsoft Excel or Comma Separated Values, then select Next.Choose the email folder from which you want to export messages, then select Next.More items…•
How do I Export data from email to excel?
Open Outlook and click the “File” option, followed by the “Open and Export” option. Click “Import/Export” and “Export to a File” before setting the file type to Excel. A CSV is similar, and will transfer easily to an excel workbook later if you wish.
How do I open a .pst file?
Open an Outlook Data File (. pst)Select File > Open & Export > Open Outlook Data File. Note: Depending on how Outlook is set up, it’s likely the folder where the . … Select the Outlook Data File (. pst), and then select Open.Once you open the Outlook Data File (. pst), the file will appear in your folder pane.
How To Export Email Tracking Data From ExactTarget Salesforce Marketing Cloud
Salesforce Marketing Cloud is used for sales, customer service, digital marketing automation, loyalty, and CRM efforts. Data resident in Salesforce Marketing Cloud email marketing contains rich insights into digital marketing activities.
Step 1. Setup File Location in Email Studio
A file location is the SFTP location where you want to deliver your tracking export files. To do this you need to go into Salesforce Marketing Cloud Email Studio:
Step 2: Define Tracking Exports In Automation Studio
Step out of Email Studio and go to journey builder ExactTarget -> Automation Studio
Step 3: Create Tracking Export Automation
Automation defines a process that executes one or more activities. This is the last step in configuring your exports.
Code-free, fully automated Salesforce Marketing Cloud Email Data Pipelines
The Openbridge integrations provide a code-free, fully automated connector.
