How to Export Salesforce Account History Data

Overview

There are three ways to export Account History from your Salesforce organization, depending on your preferred tool and the amount of historical data you need to extract.

Method 1: Run the Existing Account History Report in Salesforce Classic

1. Go to the Accounts tab on the Home page.
2. Scroll to the bottom of the Accounts page and locate the Reports related list.
3. Click Account History Report.
4. Customize the report according to your requirements.
5. Click Run Report.
6. Click Export Details and choose .csv as the file type.
7. The file downloads with Account History information.

Method 2: Create a New Account History Report in Lightning Experience or Salesforce Classic

1. Click the Reports tab.
2. Click New Report.
3. Enter Account History in the "Search Report Types..." box.
4. Select Account History and click Continue (Lightning Experience) or Create (Salesforce Classic).
5. Customize, save, and run the report.
6. Export the report as a .csv file.

Method 3: Export Account History Using Salesforce Data Loader

Salesforce Data Loader allows you to export Account History directly to a .csv file.

1. Open Salesforce Data Loader.
2. Click Export or Export All (also available from the File menu).
3. Enter your Salesforce username and password and click Log in, then click Next.
4. Select Show all Salesforce objects and click Account History (AccountHistory).
5. Click Browse to select where the .csv file will be saved.
6. Click Next > Yes.
7. Create a SOQL query for the data export. Click Select all fields to include all fields, or choose specific fields and filter conditions.
8. Click Finish > Next.
9. Monitor the progress information window for the operation status.
10. After the operation completes, click View Extraction to open the .csv file or click OK to close.

Method 4: Run a Weekly or Monthly Data Export

1. Go to Setup and use the Data Export service.
2. Select EntityHistory or choose Include all data.
3. Once the export is ready, download the zip file to your local disk.
4. Locate the EntityHistory.csv file in the zip — this file contains Account History information.
5. When opening the file, filter the ParentSobjectType column to show only rows where the value is "Account" to isolate Account History records.

See also:
Track Field History for Standard Objects
Unable to report on field history tracking of my object
Export Backup Data from Salesforce
Export Data