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Export guide · Updated

Export Salesforce Data: The Full History, Step by Step

Here is how to export salesforce data for the whole company. Export every object, attachment and file from Salesforce using Data Export. Watch the 48-hour download window.

The short answer

To export all Salesforce data, go to Setup, type Data Export in Quick Find, and choose Export Now or Schedule Export. Select Include all data and include attachments and files. Salesforce emails you a zip of CSV files, which is deleted 48 hours after the email, so download right away. Enterprise and Unlimited can export every 7 days. Professional can export every 29 days.

Before you export Salesforce data

EditionManual exportScheduled export
Enterprise, Performance, UnlimitedEvery 7 daysWeekly or monthly
Professional, DeveloperEvery 29 daysMonthly

You need admin permissions to use Data Export. For very large orgs or automated exports, Salesforce's Data Loader app can export object by object through the API.

Step by step

01Open Data Export

In Setup, type Data Export in Quick Find and select it.

02Choose Export Now or Schedule Export

Export Now runs once, if enough time has passed since your last export. Schedule Export repeats weekly or monthly depending on your edition.

03Include everything

Check the options to include images, documents and attachments, and Salesforce Files. Under Exported Data, select Include all data.

04Wait for the email

Salesforce builds the export in the background and emails you when it's ready. Large orgs get several zip files.

05Download within 48 hours

The zip files are deleted 48 hours after the email is sent. Download every file and store them somewhere you control.

How to find the size of your Salesforce data

In Setup, Storage Usage shows record counts and storage by object. Note total records, how many years you have used Salesforce, and whether activity history, emails and call logs are attached to records.

What a full Salesforce export is worth

AI companies license company records like this to train software agents on real work. CRM history shows how deals actually move, with notes, emails, calls and stage changes over years. Activity history attached to records adds far more value than contact lists alone.

Export the full history, not a sample

Buyers price on depth: years of continuous history with real discussion in it. A partial export or a single report is worth far less than the complete record.

How much is your Salesforce data worth? · Run the value calculator

Common problems

  • Export Now is greyed out. You exported too recently. Wait 7 days on Enterprise or 29 days on Professional.
  • Download link expired. Files are deleted 48 hours after the email. Run a new export.
  • Attachments missing. Re-run with images, documents, attachments and Salesforce Files checked.
  • Export too big to handle. Use Data Loader to pull object by object.

Common questions

How do I export all data from Salesforce?

Setup, Data Export, then Export Now or Schedule Export with Include all data and attachments checked. Download the zip files within 48 hours.

What format is a Salesforce data export?

A zip archive of CSV files, one per object, plus attachments and files if you included them.

How often can I export Salesforce data?

Every 7 days on Enterprise, Performance and Unlimited. Every 29 days on Professional and Developer.

Should I export Salesforce before closing my business?

Yes. Once the contract ends, the data is removed. A full export keeps your records and any licensing value.

Sources
  1. Salesforce Trailhead: Export your data

Exported your CRM history?

Find out what years of deal history are worth to AI data buyers.