Export from Salesforce Lightning

This tutorial shows how to export your data from Salesforce Lightning and back it up with GoodSync.

If you haven't already, download and install GoodSync.

  1. How to Export Your Data From Salesforce Lightning
  2. Creating a Backup Job in GoodSync to Back Up Your Salesforce Data

How to Export Your Data From Salesforce Lightning

  1. Log in to your Salesforce account, then click the gear icon in the upper-right corner.
  2. Click Setup.

Salesforce Lightning gear menu with Setup selected

  1. In the left-hand menu, click the arrow next to Data, then click Data Export.

Salesforce Setup menu with Data expanded and Data Export selected

  1. On the Data Export screen, click Export Now.

Salesforce Data Export screen with the Export Now button

  1. Choose your export options, then click Start Export.

Salesforce export options with the Start Export button

  1. When the export is ready, it appears as available for download, and Salesforce sends you an email. Download the export. Your browser saves it to your Downloads folder or your default download location.

Salesforce export file ready for download

Creating a Backup Job in GoodSync to Back Up Your Salesforce Data

  1. Open GoodSync and click New Job in the toolbar, or select Job > New.

GoodSync toolbar with the New Job button

GoodSync Job menu with New selected

  1. In the New GoodSync Job window, enter a name for the job, select Backup as the job type, and click OK.

New GoodSync Job window with Backup selected as the job type

  1. Click the Left or Right browse button at the top of the window to choose the folders for the job.

GoodSync job with the Left and Right browse buttons

  1. On the Left side, select the folder that contains your Salesforce export. You can also select individual export files.

    On the Right side, select the backup destination. This example uses Google Drive. For setup steps, see Google Drive Unified Backup/Sync.

    When both sides are selected, click Apply.

GoodSync folder selection with the Salesforce export on the left and Google Drive on the right

  1. Click Analyze and check that the data will be copied to the right place.

GoodSync Analyze results for the Salesforce backup job

  1. Click Sync to copy the data to the destination.

GoodSync Sync button for the Salesforce backup job

  1. The sync is complete when a green equals sign appears between the L and R columns.

Completed GoodSync sync with green equals signs between the L and R columns

NOTE: For more job settings, see GoodSync Job Options.

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