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Export Account History data

Publiseringsdato: Oct 13, 2022
Beskrivelse
There are three ways to export Account History from your organization.




 
Løsning
 

Create and export an Account History report
 

In Salesforce Classic, run the Account History report: 
 

  1. Go to Accounts tab in Home Page.
  2. Scroll to the bottom of Accounts page and under Reports related list, click on Account History Report.
  3. Customize report according to your requirements. 
  4. Click on Run Report button.
  5. Click on Export Details button and choose file type as .csv.
  6. The file will be downloaded with Account History information.

 

In Salesforce Classic or Lightning Experience, create a new Account History report 
 

  1. Click on Reports tab.
  2. Click on New Report button.
  3. Enter Account History into the 'Search Report Types...' box.
  4. Select Account History and click on Continue (in Lightning) or Create (in Classic).
  5. Customize, save, and run your report. 
  6. Export the report.
  7. The file will be downloaded with Account History information.
 

Export Account History using Data Loader

You can use Data Loader to export Account History directly in a .csv file.
 

  1. Open Data Loader.
  2. Click on Export or Export All. These commands can also be found in the File menu.
  3. Enter your Salesforce username and password. Click on Log in to log in. After your log in completes successfully, click on Next. (Until you log out or close the program, you will not be asked to log in again.).
  4. Select Show all Salesforce objects and click on Account History (AccountHistory) object.
  5. Click on Browse... to select where the csv file will be saved.
  6. Click on Next > Yes.
  7. Create a SOQL query for the data export. Click on Select all fields button to include all fields or you may choose the fields you want to export and optionally select conditions to filter your data set.
  8. Click on Finish > Next.
  9. A progress information window reports the status of the operation.
  10. After the operation completes, a confirmation window summarizes your results. Click on View Extraction to view the csv file or click on OK to close.  

 
Run a weekly or monthly Data Export
 

  1. You can use Data Export service under Setup.
  2. Select EntityHistory or choose Include all data.
  3. Once export is ready, you can download the zip file in your local disk and find EntityHistory.csv file which will contain AccountHistory information.


When you open the file, you will find a column name 'ParentSobjectType' which will contain associated object name against which history is listed. You can add a filter on this column to show only Accounts History. 



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

Knowledge-artikkelnummer

000381748

 
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Salesforce Help | Article