Data source guides

How to export your Salesforce Sales Cloud data

Last checked 28 September 2026

Answer

Setup then Data Export runs a weekly or monthly export as CSV, including attachments if you tick them.

What it holds

Accounts, contacts, opportunities and the activity logged against them.

Find the size

Setup then Storage Usage gives data storage and file storage separately.

What to enter on the form

Salesforce Sales Cloud in records, and the year your company started using it. Seller form