Salesforce is one of the most popular customer relationship management (CRM) solutions. A lot of companies use it for every aspect of their business. In fact, Salesforce bills itself as a Customer 360 platform. If you’re familiar with Salesforce, you know there are a lot of tools. The right choices allow you to get the most actionable use of the wealth of data from the platform.

We’ve talked before about how to create a Salesforce ETL pipeline. In ETL, you extract, transform, and load data into one data warehouse. And we’ve explained why this is a good option for Salesforce data.

In this article, we’d like to narrow down the scope of that idea. Here we’ll discuss exporting attachments from Salesforce with CDC and Data Loader.

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Table of Contents

  1. Why Would You Export Attachments from Salesforce?
  2. What Is Salesforce Data Export?
  3. How to Export Attachments from Salesforce Using Data Loader
  4. How Xplenty Can Set Your CDC and Help with Your Salesforce Data

Why Would You Export Attachments from Salesforce?

There are a few reasons you might want to export attachments from Salesforce. Anyone who works with the platform will tell you they have to share data for specific things.

Internally, it seems like it would be a better option to access the Salesforce database. It’s updated to real-time, so you’re not missing any new information. This is an option for people who are in Salesforce all the time. But it's not possible for departments in your company that don’t use Salesforce.

If you need to run a report for another department, you would export attachments. This is a suitable method to create the format and exact information you need in the report. You might also export attachments for a specific project. You don’t need all the information housed in Salesforce. You’re highlighting a certain segment of data for better use.

Working with a third party is another common reason to export attachments. If you outsource projects to a contractor, you won’t want them to have access to your entire CRM system. Giving them the information, they require relies on you being able to export only what you need in a file.

You don’t necessarily need to export attachments as a backup method. There are other methods that are less manual and can keep your backups regulated.

What Is Salesforce Data Export?

When someone talks about a Salesforce Data Export, they're referring to the Export Wizard. There are other methods to export data. You can use free or paid third-party tools, which work well. There are several common applications designed for Salesforce. You can also design your own tool. Or have a company design a software solution that meets your specific needs.

This sounds complex because there is a lot of data in the CRM system; to make good sense out of it, you need an organized and efficient way to export that data. You don't want to manipulate data manually any more than is necessary. The more automated the process, the less susceptible it is to human errors.

The Salesforce data export feature is available to let you export records. You can use this as part of your backup process, which Salesforce recently brought back. You can also export files, prepare them, and then import them into another platform or system.

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As an example, you might use this option to export an attendee list. Once exported, you would prepare the file. Then send it to your convention management company. The management company would import that file into the platform hosting your event.

The data export feature is also useful to create reporting options. When you use the data export feature, it’s exported into a comma-separated CSV file.

You can use the feature manually. But you can also extract data using tools, such as Data Loader which we’ll discuss below.

You can set up your data export menu to schedule the extractions. There are limitations to schedules based on your plan. You can also use free data extraction tools for Salesforce. We’ll discuss Data Loader below because it’s one of the more common options.

How to Export Attachments from Salesforce Using Data Loader

Data Loader is a free tool you can access on Salesforce’s platform. You can find it in the Setup menu. Data Loader has limits. It supports up to 5 million records, which is enough for many companies. But if you do need to work with more than that, you’ll need to find an alternative method.

Data Loader is an option if you want to backup or schedule regular data exchanges. They created it to work with Salesforce for mass import and export options for your data.

They made Data Loader user-friendly to operate. You can use the Wizard User Interface to decide the type of file. It walks you through configurations. You can specify the data source and fields you’re mapping. And you can set a schedule so that your import or export happens automatically.

How Xplenty Can Set Your CDC and Help with Your Salesforce Data

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At Xplenty, we have vast experience in working with Salesforce. We help our clients get the best use of their CRM.

Xplenty is a cloud-based ETL solution. We provide simple, visualized data pipelines so that your automated data is accessible from a wide range of sources. Our solution lets you integrate data into new destinations while simplifying the programming process with a no-code platform.

Xplenty's powerful on-platform transformation tools give you the ability to transform, normalize, and clean your data for better use. The platform adheres to compliance best practices to keep you up to date with your regulatory requirements.

With Xplenty's platform, your organization can integrate, process, and prepare data for analytics on the cloud. For your team, this code-free data integration process makes a complicated protocol far more manageable. It's an excellent time-saver for developers but it also allows non-programmers access to a solution that lets them build the rich data pipelines they need. Xplenty's platform is scalable so organizations can quickly make use of the insights offered by data, without having to invest in hardware, software, or other solutions.

We offer support for the Salesforce Bulk API, so you can easily use this feature during the exporting phase for any ETL process.

At Xplenty, we design pre-built integrations for Salesforce. If you have an issue that's outside of the box and you can't seem to find the solution to make Salesforce work efficiently for your needs, contact us. We can not only make recommendations for the best integrations to completely revolutionize your experience, but we can help you get the support you need to master every aspect of your journey.

Would you like to see how Xplenty can improve your Salesforce use? Schedule a 14-day demo today!