Open Workbench and login with your salesforce.com credentials. Use SOQL query option and input the SOQL query for exporting data. We can use SOQL to export simple data structures.
Full Answer
How do I export data from Salesforce?
You can export data from Salesforce in three formats: CSV, Excel and Google Sheets. Data Export — This is the native Salesforce functionality to download data as a CSV file. You can run export manually or automatically, at weekly or monthly intervals. Weekly data export is available in Enterprise, Performance, and Unlimited Editions.
What is the best free export and import tool for Salesforce?
Dataloader.io is a Salesforce-oriented app for data export/import. Its main benefit is that you can export data as CSV as often as you need. In addition, you can pull data directly to Dropbox, Box, or an FTP server. However, the free plan limits the number of exported rows to 10,000.
Is there a way to export the objects'field definition to xls?
Is there a way to export the objects' field definition (name, label, type, length etc...) to xls? You can use the Force.com IDE or the Force.com Migration tool to get the metadata of the various fields in the objects. These metadata files are in the XML format.
What is a field set in Visualforce?
If the page is added to a managed package, administrators can add, remove, or reorder fields in a field set to modify the fields presented on the Visualforce page without modifying any code. Field sets are available for Visualforce pages on API version 21.0 or above. You can have up to 50 field sets referenced on a single page.
How do I export a list of fields in Salesforce?
Export DataOpen the Data Loader.Click Export. ... Enter your Salesforce username and password, and click Log in.When you're logged in, click Next. ... Choose an object. ... Select the CSV file to export the data to. ... Click Next.Create a SOQL query for the data export.More items...
How do I extract fields in Salesforce?
Select the Primary Object = Entity Definitions, then relate to Field Definitions. Deploy it if you want to share the report with your users. Create a new report as normal, use the report type created in (1), and of course as per normal Salesforce report, you can export the report to an Excel file.
How do I list all fields in Salesforce?
You can now include any of these in the field list:FIELDS(ALL) —to select all the fields of an object.FIELDS(CUSTOM) —to select all the custom fields of an object.FIELDS(STANDARD) —to select all the standard fields of an object.
What is Fieldset in Salesforce?
A field set is a grouping of fields. For example, you could have a field set that contains fields describing a user's first name, middle name, last name, and business title. When a field set is added to a Visualforce page, developers can loop over its fields and render them.
How do I extract fields from a page layout in Salesforce?
Workbook: The local destination of the Excel Workbook created by an earlier Extract Salesforce Layout API step. Include Field Permissions: Tick this if your local Workbook file was extracted using 'Include Field Permissions' ticked on the Extract Salesforce Layout API test step. Then save the test case.
How do I export a field from a page layout in Salesforce?
Get Org objects. First we need list of all objects for which page layouts will be shown. ... Get Layout of object. Now we have list of all objects, let us get layouts of these object. ... Get fields of Page Layout. ... Show object, layout and fields information on Lightning Web Component. ... Download fields as CSV File.
How do I get all the fields of an object?
The list of all declared fields can be obtained using the java. lang. Class. getDeclaredFields() method as it returns an array of field objects.
How do I get all fields of an object in salesforce using SOQL?
In workbench you have to first login with your salesforce credentials and then go to Queries tab and select SOQL Query. There you have option to select your object and all their fields with filter and sort functionality also. Hope this will helps you.
How do I get all the fields of an object in salesforce Excel?
install extension called salesforce inspector and from there export the field information using below query. Add object api name for which you want this details and click export. It will give you the all the details about the fields in the specific object.
Can we use field set in flow Salesforce?
We have to create each field individually and then have to keep making changes incrementally when the list of fields that we need to process changes. Allowing field sets in flows should greatly reduce the time required to build repetetive structures and make maintenance much more easier.
How do I query a field set in Salesforce?
Let's start with using Field set in Salesforce.Step 1: Creating Field Set.Step 2: Use Field Set inside Visualforce using Dynamic Binding.Step 3 : Using Dynamic SOQL to get value – Optional.Get Fieldset Fields in Apex dynamically when Object Name and FieldSet name is supplied at runtime.
How are field sets used in Salesforce?
A field set is a grouping of fields. For example, you could have a field set that contains fields describing a user's first name, middle name, last name, and business title. When a field set is added to a Visualforce page, developers can loop over its fields and render them.
How often can you pull data from Salesforce?
This option lets you manually pull your data from Salesforce once per month. You need to select which data you want to export, then click Save. When file (s) are ready for download, you will receive an email notification.
What is Dataloader.io?
Dataloader.io is a Salesforce-oriented app for data export/import. Its main benefit is that you can export data as CSV as often as you need. In addition, you can pull data directly to Dropbox, Box, or an FTP server. However, the free plan limits the number of exported rows to 10,000. Let’s discover how it works.
What is Coupler.io?
Coupler.io is a solution that lets you connect Google Sheets to Salesforce. You can either use the web version of Coupler.io or install it as a Google Sheets add-on from Google Workspace Marketplace.
Can you pull data from Salesforce to Google Sheets?
NO CODING is required. You’ll be able to pull data directly from Salesforce into Google Sheets.
Is Dataloader.io good?
Dataloader.io is good, but the free subscription is rather limited. Coupler.io and the Salesforce API looks better from the perspective of direct data import to Google Sheets. And Excel is definitely the best if your edition supports Salesforce integration. Otherwise, it is not good as the other options.
Working with Field Sets Using Visualforce
Field sets can be directly referenced in Visualforce by combining the $ObjectType global variable with the keyword FieldSets. For example, if your Contact object has a field set called properNames that displays three fields, your Visualforce page can reference the field data through the following iteration:
Working with Field Sets Using Apex
Fields in a field set are automatically loaded when your Visualforce page uses a standard controller. When using a custom controller, you need to add the required fields to the SOQL query for the page. Apex provides two Schema objects that allow you to discover field sets and the fields they contain, Schema.FieldSet and Schema.FieldSetMember.
Field Set Considerations
If a field is marked as Available for the Field Set, it exists in the field set, but the developer hasn’t presented it on the packaged Visualforce page. Administrators can display the field after the field set is deployed by moving it from the Available column to the In the Field Set column.
