Book Image

Salesforce CRM - The Definitive Admin Handbook

By : Paul Goodey GP, Paul Goodey
Book Image

Salesforce CRM - The Definitive Admin Handbook

By: Paul Goodey GP, Paul Goodey

Overview of this book

Table of Contents (18 chapters)
Salesforce CRM – The Definitive Admin Handbook Third Edition
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Weekly export


Your organization can sign up to receive backup files of your data. You can export all of your organization's data into a set of CSV files.

Note

The weekly export service can only be enabled by sending a request to Salesforce customer support.

With the data export feature, you can generate backup files manually once every six days or schedule them to generate automatically at weekly or monthly intervals.

When the export is ready, you will receive an e-mail with a link; navigate to the link provided.

To schedule a weekly export, navigate to Setup | Data Management | Data Export. Now, click on either the Export Now or Schedule Export buttons.

The Export Now option prepares your files for export immediately. This option is only available if a week has passed since your last export. The Schedule Export option allows you to schedule the export process for weekly or monthly intervals.