How to retrieve data from salesforce


To perform a Retrieve operation (Get the configuration data from Salesforce):

  1. Prepare an XML file with the standards and types defined with the version of API for the request.
  2. Visit the Workbench site and login with your username and password.
  3. Click the Migration tab.
  4. Select the Retrieve option.
  5. In Unpackaged Manifest section click the…

Export Data
  1. Open the Data Loader.
  2. Click Export. …
  3. Enter your Salesforce username and password, and click Log in.
  4. When you’re logged in, click Next. …
  5. Choose an object. …
  6. Select the CSV file to export the data to. …
  7. Click Next.
  8. Create a SOQL query for the data export.


How to recover deleted data from Recycle Bin in Salesforce classic?

Access the Recycle Bin and change the drop down menu to All Recycle Bin. Search for the missing records, or sort the data to manually review the deleted records. Review Recycle Bin. If the record is visible in the Recycle Bin, select that item and click Undelete to restore it, review View, Restore, and Manage the Recycle Bin in Salesforce Classic.

How to bring in data from Salesforce to excel?

It is a quick way to bring in one or more records from Salesforce for editing. Step 1: Take an ObjectID from Salesforce and paste it into the ID field (Column B in Excel). Click on Refresh and it will populate all the fields in your template with the latest data from Salesforce. Refresh also brings the latest Salesforce data into Excel.

What is a report in Salesforce?

Typically used to bring in a very limited number of records or to call Salesforce to return the most recent results of the selected objects by entering the record ID’s. Reports CANNOT be edited and sent back to Salesforce.

How can I retrieve deleted records?

Request that your system administrator (or another User with API access and View All Data on the object) check for deleted records using the ‘Export All’ function in Data Loader as outlined in the Export Data documentation.


How do I extract reports from Salesforce?

From Reports, next to the report you want to export, click. | Export.Choose an Export View. … If exporting as Details Only, select Excel Format . … Click Export.If prompted by a browser dialog, select a location and save the file.

How do I download data from Salesforce to Excel?

Go to the Reports tab and open the report you want to export.Click the Edit drop-down menu on the right side of your Salesforce report and select Export.Select the format for export Salesforce report to Excel. Formatted Report is available for export only as XLSX Excel file.

Can you download from Salesforce?

This option lets you manually pull your data from Salesforce once per month. You need to select which data you want to export, then click Save. When file(s) are ready for download, you will receive an email notification. The files will be available for download for 48 hours.

How do I restore data in Salesforce?

To restore all deleted items, check the box in the column header and then click Undelete. When you undelete a record, Salesforce restores the record associations for the following types of relationships: Parent accounts (as specified in the Parent Account field on an account)

How do I import and export data from Salesforce?

3 Common ways to export and import Salesforce dataStep 1: Prepare your file for import. … Step 2: Launch the Salesforce Data Import Wizard. … Step 3: Map your import file data fields to Salesforce data fields. … Step 1: Navigate to the Data Export option on Salesforce. … Step 2: Choose the types of information to export.More items…

What are the two methods for exporting data in Salesforce?

Salesforce offers two main methods for exporting data.Data Export Service—an in-browser service, accessible through the Setup menu. It allows you to export data manually once every 7 days (for weekly export) or 29 days (for monthly export). … Data Loader—a client application that you must install separately.

How do I download files from Salesforce? to with your login to Salesforce, it uses SSO.Click “New Task” and select the “Export” button.Select the Attachment object, click Next.You can select just the Body field, or with some fields, or all fields. … Click “Save & Run”.Wait for the process.More items…•

How do I extract data from Salesforce Marketing Cloud?

Create a Data Extract FileClick Create Activity.Select Data Extract.Add a name, external key, and description for the activity.Enter a file naming pattern so that the activity knows what to name the file it creates. … To determine the web analytics tools used to interpret the extracted file, select an extract type.More items…

How do I export a Salesforce data model?

Downloading Data Model from SalesforceClick Setup. … Click . … Select Data Export.The Weekly Export Service page is displayed.Click Export Now to download the data or click Schedule Export to schedule a data download.On clicking Export Now, the Weekly Export Service page with the download parameter is displayed.More items…

Does Salesforce backup data?

Salesforce provides numerous native tools that can be used to backup your data. Most of these tools are manual and will only export your data, they will not restore in the event of data loss. The exception to this is Salesforce’s Backup & Restore tool, which was launched at Dreamforce 2021.

How long does Salesforce keep my data?

Amount can range from 3 months to 5 years. To change the storage amount, contact Salesforce Customer Support.

How do I retrieve a deleted record in Salesforce?

Use the Data LoaderIn the Data Loader, click Export All.Select the object and choose the target for export file. Click Next.Click Select all fields.Create filter ‘IsDeleted’ = True. Click Add Condition.Click Finish.Open the CSV file.Column ‘Last Modified By ID’ is the User record ID that deleted the record.

Download – Retrieves all or select (with Data Filter) objects from Salesforce to Excel

Step 1: Clicking Download will bring in all Salesforce records for the object associated with the template.


Refresh is available when you have one or more Object ID’s populated in the ID column (In this case an Opportunity ID). It is a quick way to bring in one or more records from Salesforce for editing.
Step 1: Take an ObjectID from Salesforce and paste it into the ID field (Column B in Excel).

Update – Takes information from the Excel Sheet and pushes it back to Salesforce

Step 1: In the example below the Opportunity Owner field is being updated from “Integration User “to user “Vaibhava”. To update the value, just type the name partially in the “Owner” column in Excel, and CloudExtend will dynamically identify picklist values after you type and auto-complete the complete value.


Leave a Comment