Exporting Records in Lists
You can export the records that meet the criteria you set up in a list. After the system exports the file, you can save it by downloading the file.
NOTE: The system retains your export results for 72 hours. After that, you need to export the list again.
Before you begin. To perform this procedure, your user role must include the List Export privilege.
To export records in a list
- From the record Homepage, select the list you want to export.
- On the record List page, click the Menu button in the title bar, and select Export List.
- On the Export List page, fill out the information.
- Click Export.
- For a Queued Export (larger export), the Personal Export Request Queue appears. To review the export status later:
- In the row of global links at the top of every page, click My Setup.
- Click the Data and Integration Tools link.
- Click the Export Request Queue link.
- For an Immediate Export, the results appear in the List Export Request Detail page in a zip file.
- From the List Export Request Detail page, you can download the file or delete it.
To view your export results or queue
- In the upper-right corner of any page, click the My Setup global link.
- Click the Data & Integration Tools link.
- Click the Export Request Queue link.
The Export Request Queue page appears, showing the time the export was completed or estimated completion time.
- In the Completed Requests section, click the Export Type or Record Type link to open the Export Request Details page.
- Then you can:
- Click Download to open or save the zip file. The zip file consists of an export summary text file and CSV file for each type of record you exported.
- Click Delete to delete the file.
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