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MflambMflamb 

How to export contacts that have notes and attachments

Hi,

 

I need to export all of our contacts in SF that have notes and attachments.  Is there a simple way to do this?

 

Thanks

 

Maureen Lamb

Zing Foundation

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Hi Maureen,

 

Could you please elaborate on where would you like to export all your contacts that have notes and attachments? Would it be another application or database or file system?

MflambMflamb

Hi,

 

I need to export the notes and attachments to excel.

 

Thanks

 

Maureen Lamb

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Ok, please elaborate:

1. Contacts. What fields (information) should be exported to Excel?

2. Notes. Should be exported only Title and description?

3. Attachments. Only attachment name can be exported to Excel (e.g. Proposal.pdf)

4. What is your SF Edition?

 

NikiVNikiV
You can use SFDC's Data Export Service to get all Contacts, Notes and Attachments.  Check out the help section on "Exporting Backup Data" to find the details.  I believe there is a cost to this if you are using Professional, although you may be able to negotiate with your sales rep if it's a one time request.