Use the Export To action to export selected records to a CSV or Excel® file.
Follow these steps:
- Select one or more records that you want to export.
- Click Actions.
- Click Export To and select an option:
- CSV (with Record IDs)
- Excel (with Record IDs)
The following example shows Opportunity records that were filtered by Amount values over $30,000. These records were exported to Excel with record IDs:
If multi-currency is enabled, exporting currency fields to Excel will only output the number value that matches the record's currency. This can result in a mixed batch of values. For example, if you have three records that are in GBP and three that are in USD, a mixed set of GDP and USD values will be exported to excel. To avoid confusion, it is recommended to export with the object's Currency ISO Code field on the grid.
In Salesforce Lightning, you must pop out the window an perform the export process in the new window.