Join Dataflo @ SaaS Insider's India 2022 on May 26 - 27
Register Now
PRICING: FREE
Technically not a tool, Salesforce has a built-in data export functionality that comes with all its editions, mainly for taking backups.
You can use the data import wizard for up to 50,000 records - while it is useful for small enterprises, this can be limiting when analyzing large volumes of data.
Most notably, you can only export data from Salesforce only once in 29 days (with Professional Edition and Developer Edition) and once in 7 days for the other editions, using this function.
To use the function, login to your Salesforce account and go to Setup -> Data -> Data Export.
PRICING: FREE
Salesforce Data Loader is a more sophisticated version of its data import wizard and was created by Salesforce to facilitate large data exports.
Unlike the data import wizard which is available within your Salesforce account, the Salesforce data loader will have to be installed on your computer - it allows you to insert, update, insert, delete, and export up to 5,000,000 records.
Highlights:-
PRICING: Free plan available, paid plans start at $99/mo/user
Dataloader is one of the most popular Salesforce data import tools and allows easy import, export, and deletion of data. Interestingly, dataloader.io is powered by Mulesoft, an enterprise that Salesforce acquired, making it a highly reliable choice for data loading.
Dataloader.io has 3 plans including a free version that allows import and export of up to 10,000 records every month.
Highlights:-
PRICING: Custom Pricing
Jitterbit is a powerful data loader that integrates not only with Salesforce but other enterprise applications such as Netsuite and Epicor.
The tool allows you to import, export, mass edit, manipulate, and push your data to other platforms with an unlimited amount of records.
However, it is not the most user-friendly data loader out there and is known to be a tad slow when it comes to one-off uses.
Highlights:-
PRICING: Free plan available, paid plans start at $99/year/user
As the name suggests, XL-Connector connects your Salesforce data with Excel.
Unlike the above-mentioned tools, XL connector is an Excel add-on that allows you to insert, update, upsert, delete, and export Salesforce data right within Excel, making it an excellent choice for data manipulation, considering a spreadsheet is where you will work out of to get the key insights.
Highlights:-
PRICING: FREE
Salesforce Connector by Google for Salesforce is a powerful add-on from Google to export Salesforce data directly into Google Sheets. You can also update the records right there, which will be updated in your Salesforce account, making it an incredibly useful tool for Google Sheets users.
Highlights:-
PRICING: Free plan available, paid plans start at $99/year/user
From Xappex, the creator of XL-connector, G-connector offers the same features and functionalities as that of its Excel counterpart, for Google Sheets users.
Highlights:-
PRICING: Free plan available, paid plans start at $149/year/user
CloudExtend is a comprehensive data management application to manage your Salesforce data in Excel. You can also update your records in Excel which will be updated in your Salesforce account.
How to export data from Salesforce has been a sought after query and choosing a Salesforce dataloader thus is a very important step as it will be handling your production data. There are many dataloaders for Salesforce, each coming with its own advantages and disadvantages. The choice is really up to you regarding what fits your business needs best and what will save you the most time.
If you are looking for a data visualization tool to vizualize your key metrics across different datasources, you might want to check out Dataflo. It gathers data from multiple sources—including CRM, marketing analytics, and sales intelligence applications—and puts it into a single interface that allows users to do in-depth analysis.
Krishna is dedicated to helping brands and startups grow through user-centric product design that helps them get the most out of their data. He acts as a conduit, understanding what customers need and then creating products that meet those needs. He is a nature enthusiast and has fondness for great music and movies.
