Export List data to a Google Sheet

You can export data from any SalesforceIQ List you’re collaborating on to a new Google Sheet, or append the data to an existing Sheet. You can also export List data to a CSV file.

Note: You must have a Google account to export data to a Google Sheet. This can be a connected Gmail account or an account that is not connected to SalesforceIQ. If you enable List-level administrative controls, only Organization admins can export List data.

  1. From the Grid or Stream view, click the downward-facing arrow to the right of the List name.
  2. Click Export.
  3. Click Export Grid > To Google Sheets, and then click the option to export to an existing Sheet (Choose File) or to a new Sheet (New File).
  4. A screen appears requesting additional permissions to your currently connected account. To export to a sheet using this account, click Allow. To use a different account, click your email address in the upper-right corner, click Add Account, and follow the prompts to sign in to a different account.
  5. Do one of the following:
    • To export to a new Sheet: Select New, enter the sheet name (or use the displayed default name), and then click OK.

      Select the folder where you want to save the sheet and click Save.
    • To export to an existing Sheet: Select Existing, select the sheet you want to use, and then click Select. The data is added to the Sheet as a new tab with the name [List name] - [Month] [Day of month], [Year] [Hour]:[Minute]:[Second] [AM/PM]. For example, if you export an Opportunities List on June 1, 2016, at 9:00am, the tab name is Opportunities - June 01, 2016 09:00:00AM.
    Note: During the export to a new or existing sheet, a status indicator displays the progress of the export when you are on the List screen.

Note the following regarding exporting to a Google Sheet:

  • If the original List is in a filtered view, only the filtered information exports to the Google Sheet, in addition to the fields mentioned in the preceding bullet.
  • If the original List contains a File field type that has uploaded files, the file names appear in the Google Sheet after export, but the attached files are not included.

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