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MassEffect - Export Data

Common Uses:

  • Find the Salesforce ID fields of the users and roles to use for inserts/update
  • Find the Salesforce ID's of objects that will become parent ID’s for other objects being inserted/updated
  • Export data for reporting
  • Find the Salesforce ID's of objects to mass delete
  • Export data, make modifications in the spreadsheet and then upload the changes.



 Step 1. Select the Export Operation

  • To export the contents of a table, right click on the table name
  • Choose Export Table
  • Export pop interface will appear

Step 2. Choose which records to export

  • Choose to export "ALL" records in an object or "Use Conditions" to specific records based on conditions. 
  • To learn more about creating conditions, click here



Step 3. Select fields to export

  • Manually select/de-select fields to include in/exclude from the export by checking/unchecking the boxes to the left of the field
  • "Check All" will select all accessible fields to be included in the export
  • "Clear" will de-select all fields

 



Step 4. Process Export & Name the file


  • "Export Data" will begin the export process. A file save pop up will appear; choose the file save location and name the file.
  • "Object Download Status" shows the expected time of the export.
  • "Load Mapping" is clicked to load a previously saved export scenrario.
  • "Save Mapping" will save the set conditions and the fields selected to export for future use or a scheduled export.
  • "Close" will close the export data pop up interface.
  • Once the export is complete a pop up will show 2 links; one link to the logfile (useful if the export completes with errors) and one link to the file location.


    • The data from Salesforce could be retrieved at up to 100 records per second but will depend on current internet traffic.

    See also

    MassEffect - Overview
    MassEffect - Import