1
Navigate to your Salesforce
Navigate to your Salesforce
How to export opportunities from Salesforce to Microsoft Excel
A ready-made, step-by-step walkthrough. Preview every step below — then make it your own in seconds.
Sales & Customer Success
2
Click "Reports" in navigation
Click "Reports" in navigation
3
Click "New Report"
Click "New Report"
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Click "Opportunities" link
Click "Opportunities" link
5
You can add or delete columns by toggling the options on the left-hand side of your screen.
You can add or delete columns by toggling the options on the left-hand side of your screen.
6
Click "Filters"
Click "Filters"
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Click the "Add filter..." field if you'd like to add any filters.
Click the "Add filter..." field if you'd like to add any filters.
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In the example below I added a specific filter, but you can skip this step if you just want to export all opportunities.
In the example below I added a specific filter, but you can skip this step if you just want to export all opportunities.
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Click "Created By"
Click "Created By"
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Click "Apply"
Click "Apply"
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Click "Run"
Click "Run"
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Click the arrow next to the "Edit" button and click "Export"
Click the arrow next to the "Edit" button and click "Export"
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Click "Export"
Click "Export"
14
If it's a very large file, it's recommended to download as a CSV rather than an Excel file as it'll download faster. Make sure to then save the file as an excel file, though!
If it's a very large file, it's recommended to download as a CSV rather than an Excel file as it'll download faster. Make sure to then save the file as an excel file, though!
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