Data Loading: Exporting Salesforce Data with Jitterbit Data Loader

export_salesforce-data-with-jitterbit

This video demonstrates how to export data from Salesforce in to a CSV file using the Jitterbit Data Loader. This can be helpful if you need to move Salesforce data to another system, or use the data outside of Salesforce (say for a call list or letter mailing). After watching this video, you should be able to do the following:

  • Select the fields you want to export
  • Create criteria to limit the scope of your export
  • Save a Jitterbit data operation for later use
  • Run a Jitterbit Query operation
  • View your export file in Microsoft Excel
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