Data Overview
Available data types
Salesforce data is exported through three methods, each offering different levels of flexibility and control.
Reports
Pre-built Salesforce reports in tabular format
Dashboard summaries, executive reports, sales pipeline
Objects
Raw records from standard or custom objects (Accounts, Contacts, Opportunities, Cases, Leads, etc.)
Detailed transaction data, customer records, activity logs
Custom SOQL
Results from custom SOQL queries with multi-object joins and complex filters
Advanced analytics, cross-object aggregations, custom data combinations
Common Salesforce objects
When using the Objects data type, you can export from any of these standard objects (plus any custom objects in your org):
Core CRM objects
Account — Company records with name, industry, revenue, website, billing address
Contact — Individual contact records linked to accounts
Opportunity — Sales deals with amount, stage, close date, probability
Lead — Potential customers not yet converted
Campaign — Marketing campaigns and campaign members
Service objects
Case — Support tickets with status, priority, subject, description
Task — Activities assigned to users
Event — Calendar events and meetings
Custom objects
Any custom objects defined in your Salesforce org are also available for export.
Standard fields by object
Account fields
Id, Name, Type, Industry, Revenue, Website, Phone, BillingStreet, BillingCity, BillingState, BillingPostalCode, BillingCountry, CreatedDate, LastModifiedDate
Contact fields
Id, FirstName, LastName, Email, Phone, MobilePhone, Title, Department, AccountId, CreatedDate, LastModifiedDate
Opportunity fields
Id, Name, AccountId, Amount, StageName, CloseDate, Probability, CreatedDate, LastModifiedDate
Case fields
Id, CaseNumber, Subject, Status, Priority, Description, AccountId, ContactId, CreatedDate, LastModifiedDate
Lead fields
Id, FirstName, LastName, Company, Email, Phone, LeadSource, Status, CreatedDate, LastModifiedDate
Custom fields
If your Salesforce org has custom fields, you can include them in your export by specifying their API names when using the Objects data type. Custom field names typically end with __c.
Date filtering
When exporting objects, you can filter records by when they were created or last modified:
Changed after date — Include only records modified after this date
Changed before date — Include only records modified before this date
Both support relative dates using macros (e.g.,
{{30daysago}})
For reports, you can override the report's built-in date range by specifying custom start and end dates.
SOQL filters
When using Objects, you can add WHERE conditions using SOQL syntax:
Industry = 'Technology'— Filter by field valueCreatedDate >= LAST_N_DAYS:30— Filter by relative dateAmount > 10000— Numeric comparisonsStatus IN ('Closed Won', 'Closed Lost')— Match multiple values
Use cases by role
Export your Opportunity or Account data to track pipeline, close rates, and deal progress. Pull reports on quota attainment or forecast accuracy. Use Custom SOQL to join Opportunities with Accounts to see deal size by industry. Send opportunity summaries to Claude or ChatGPT for sales coaching feedback.
Export Account revenue, billing information, and annual contract value (if using custom fields). Pull from reports to track bookings, MRR, or churn. Use Append to combine multiple report periods into one dataset for trend analysis. Send financial summaries to BigQuery for consolidated reporting.
Export Case data to track support volume and resolution times. Pull Contact records linked to Accounts to monitor customer health. Use SOQL to find open cases by priority or age. Join Cases with Accounts to identify at-risk customers.
Export Lead and Campaign Member data to track campaign performance. Pull custom fields if you're tracking lead scoring or attribution. Use SOQL to segment leads by source or status. Append data from multiple campaigns for cohort analysis.
Platform-specific notes
Tabular reports only — Matrix and summary reports are not supported; convert them to tabular format in Salesforce
Custom fields require API names — Use the exact API name (e.g.,
Customer_Tier__c) when specifying custom fieldsSOQL syntax matters — Typos in SOQL queries will cause import failures; refer to Salesforce SOQL documentation for syntax
Rate limits — Salesforce enforces API call limits based on your edition; large exports may consume multiple API calls
Sandbox and production — Data flows work with both sandbox and production orgs; ensure you're authorizing the correct environment
Inactive users and archived data — By default, exports include only active records; use SOQL filters to include archived data if needed
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