How to export Salesforce tasks in csv. file?

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  4. How to export Salesforce tasks in csv. file?
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  2. Knowledge Base
  3. Salesforce
  4. How to export Salesforce tasks in csv. file?
You can export Salesforce Tasks into CSV files in two ways:

1. Use Data2CRM service.
It allows you to export different modules or all the modules with saved relations between records. That means if you decide to transfer your data from CSV to another platform, it will have the same connections as it had in your Salesforce account.

2. Use the option Salesforce offers.

To get started with your Salesforce tasks migration, you need to proceed with the following actions:
  1. Log into your Salesforce profile and choose ‘Setup Home’ from ‘Settings’ drop-down box on the right side of your dashboard.
Salesforce tasks export in file
  1. On the left side of the page layout, press on ‘Data’ first and ‘Export Data’ after that.
Salesforce tasks export3. Now, select ‘Task’ module from the list of records.Salesforce tasks export in files4. At this point, you can begin to transfer selected Salesforce records into the file by pressing ‘Start Export’ button. When an export is ready for download you will receive an email containing a link that allows you to do that.Salesforce tasks exportSo, now go back to your migration wizard and upload this file to proceed with further steps.

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