Salesforce Report Exports and How To Exceed The Limits

Salesforce is the powerful CRM tool that enables businesses to manage their relationships with customers and clients effectively. One of the key features of Salesforce is its robust reporting capabilities, which allow users to generate detailed reports on various aspects of their operations. However, once these reports are generated, many users prefer to work with the data outside of Salesforce, often in tools like Excel or Google Sheets. In this blog, we will explore the different options available for working with Salesforce report exports.

Exporting Salesforce Reports to Excel

Salesforce provides a native option to export reports directly to Excel. This feature is highly convenient for users who are comfortable with Excel's interface and functionality. To export a report to Excel from Salesforce, follow these simple steps:

1. Generate the desired report in Salesforce.

2. Click on the "Export" button.

3. Choose the format you prefer (Excel Format .xlsx or .xls).

4. Download the file to your local machine.

Once downloaded, you can open the file in Excel and leverage Excel's powerful data analysis tools to further manipulate and visualize the data.

Source: Salesforce Support Docs

Handling Large Data Sets in Excel

Salesforce can export reports that exceed Excel's row limits, which are 1,048,576 rows per sheet. If you encounter this issue, traditional Excel may not be able to open the file properly. This is where third-party tools like Gigasheet come in handy.

Using Gigasheet for Large Excel Files

Gigasheet is an online platform designed to handle large data sets that exceed the capabilities of standard spreadsheet software like Excel.

Gigasheet offers a Salesforce data connector for Business Tier customers that connects directly to the CRM and allows for export Salesforce data without row limits - up to tens or even hundreds of millions of rows.

If you have an Excel file that is too large to open in Excel, Gigasheet can automatically extract the data and present it in an online spreadsheet interface. Here's how you can use Gigasheet:

1. Sign up for a Gigasheet account.

2. Upload your large Excel file to Gigasheet.

3. Gigasheet will process the file and present the data in a manageable online spreadsheet.

4. You can perform various data manipulations, visualizations, and analyses directly within Gigasheet.
   

This approach ensures that you can work with very large data sets without being constrained by Excel's limitations.

Integrating with Google Sheets

For those who prefer working in Google Sheets, Salesforce offers a Google Sheets connector. This connector allows you to import Salesforce report data directly into Google Sheets, enabling real-time collaboration and cloud-based data management. Here’s how you can set it up:

1. Install the Google Sheets Salesforce Connector from the Google Workspace Marketplace.

2. Open a new or existing Google Sheet.

3. Navigate to the “Add-ons” menu and select the Salesforce Connector.

4. Follow the prompts to connect your Salesforce account.

5. Import your desired Salesforce report into Google Sheets.

With this integration, you can take advantage of Google Sheets' collaborative features, such as real-time editing and sharing with team members, as well as Google’s robust suite of cloud-based tools.

The Salesforce Google Sheets connector is a good option when working with modest size reports.

Conclusion

Salesforce provides several options for exporting and working with report data, whether you prefer using Excel, Google Sheets, or need to handle large data sets with tools like Gigasheet. By understanding these options, you can choose the method that best fits your workflow and data analysis needs.

For more tips and tricks on working with spreadsheets and data, be sure to follow our blog at Spreadsheethacker.com!