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Data Sync & ETLproFluxonLab library

Export Salesforce Records To Spreadsheet

by FluxonLab Importadapted from ManualUpdated May 2026
RequiresSalesforceSalesforce
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MaOn clicking 'execute'On clicking 'ex…Search Salesforce accountsSearch Salesfor…MeKeep new companiesKeep new compan…MeMerge existing account dataMerge existing …IfAccount found?ILRemove duplicate companiesRemove duplicat…RKSet Account ID for existing accountsSet Account ID …MeRetrieve new company contactsRetrieve new co…SeSet new account nameSet new account…Create Salesforce accountCreate Salesfor…Create Salesforce contactCreate Salesfor…HRDownload fileSFSpreadsheet File12345678910111213141516
1/5
STEPS · 16
Run manually by an operator

On manual trigger, pulls Salesforce records, merges and renames fields, and exports the result to a spreadsheet file.

Tags

itemlistssticky-notesales-outreachmanualsalesforcerenamekeysmanual-triggercomplex
Connects
salesforceSalesforce
CategoryData Sync & ETL
Triggermanual
Complexitycomplex
Nodes13
AddedMay 9, 2026