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
160
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!
 

Excel Facts

Workdays for a market open Mon, Wed, Friday?
Yes! Use "0101011" for the weekend argument in NETWORKDAYS.INTL or WORKDAY.INTL. The 7 digits start on Monday. 1 means it is a weekend.

Logit

Well-known Member
Joined
Aug 31, 2016
Messages
4,056
.
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
  1. 365
  2. 2016
  3. 2013
Platform
  1. Windows
  2. MacOS
  3. Web
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.
 

Watch MrExcel Video

Forum statistics

Threads
1,132,676
Messages
5,654,686
Members
418,147
Latest member
dorkas

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Top