Newbie query: How to get Salesforce data into Excel? I have only a link to the SF report...

Jennifre

Board Regular
Joined
Jan 11, 2011
Messages
147
I'm sorry. I have a link to a Salesforce report which I need to copy or import data from and ideally to use/paste into Excel, or something accessible.

If anyone has any tips, I'd be very grateful -- thank you!
 

Logit

Well-known Member
Joined
Aug 31, 2016
Messages
2,942
.
Well .. EXCEL has a built-in conversion of TEXT TO COLUMNS on the DATA tab.

You could load your Sales report into EXCEL, then use the TEXT TO COLUMNS to break it down even further for a start.
 

ExcelCT

New Member
Joined
Feb 13, 2020
Messages
10
Office Version
365, 2016, 2013
Platform
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Jennifre,

Not sure what your permissions are, but generally you just use the dropdown arrow on the top right of the report (it may say Edit) and there are a series of actions you can take. "Export" should be one of those options and that will let you output to an Excel file.
 

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