How to export from Salesforce

It is easy to export a CSV from Salesforce to upload to Magellan Data. The entire process takes less than 5 minutes.

Preliminaries

To work with Magellan Data, your final file needs to align with our three-column structure (ID, Company Name, and Website).

Salesforce has specific fields for this data that you must include in your report:

• Account ID: The unique system ID for the account.
• Account Name: The name of the company.
• Website: The company's website (sometimes labeled as "Company Domain").

Exporting from Salesforce

Follow these steps to build a report and export your data in the correct format:

1. Create a New Report:
   • Navigate to the Reports tab and click New Report.
   • Select Accounts & Contacts from the category list, then select Accounts. Click Start Report.
2. Configure Your Columns:
   • Go to the Outline tab on the left sidebar.
   • Add Columns: Search for and add Account ID and Website to your list of columns.
   • Reorder Columns: Drag and drop your fields so they appear in this specific order at the top of the list:
     1. Account ID
     2. Account Name
     3. Website
   • Note: You can remove extra columns like "Last Activity" or "Account Owner" if you wish, but it is not strictly necessary as long as the first three are correct.
3. Run the Report:
   • Click Run (or "Save & Run") to view your data.
   • Tip: Double-check your preview to ensure the columns are in the correct order (ID, Name, Website).
4. Export the Data:

   • Click the dropdown arrow next to the Edit button in the top-right corner and select Export.

     Important Export Settings:

     • Export View: Select Details Only.
     • Format: Change this from Excel to Comma Delimited .csv.
5. Click Export.

Your file will download immediately and will be ready to be uploaded to Magellan Data.