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Export Contacts and their Details through Report

Fecha de publicación: Aug 18, 2026
Descripción

Since there isn't a standard report type for Contacts, you can create a custom report to display your organization's Contacts and then save it using an export.

Solución

Create a Custom Report Type

Since there isn't a standard report type for Contacts, you can create a custom report to display your organization's Contacts and then save it using an export. To get started, create a new Custom Report Type with "Contacts" as your primary object. If you're new to the process, learn the steps in Create a Custom Report Type.

Run and Export the Report

When your new Custom Report Type for "Contacts" is created, follow these steps to create the report and export the details:

  1. Click the Reports tab, then click New Report.
  2. Select the folder where you saved your new report type, then select your new report type.
  3. Click Start Report.
  4. In the "Show" field, select All Contacts.
  5. Drag and drop any fields you'd like to include from the "Fields" section (like First Name, Last Name, Email, and so on).
  6. Click Run Report.
  7. Click Export Details.
  8. Select your export format, then click Export.

Salesforce 'Create Report' dialog with a category list on the left (Accounts/Clients & Contacts selected) and a report type list on the right; a dropdown menu is open on the 'Contactsu' row showing options Details, Start Report, and Hide Report Type.  Salesforce report builder: field list with Contacts (261) on the left, and the Filters panel on the right showing 'Show Me: All contacts' and 'Created Date: All Time'.  

Contact Limit

Note: This report will only display up to 2,000 Contacts. [⚠️ FLAGGED FOR REVIEW: as originally written, "If there are more than 2,000 Contact records, they will appear in the exported document" appears to contradict the first sentence — please confirm the intended wording before publishing, e.g. whether records beyond 2,000 will NOT appear, or whether a different export method is needed.] You'll also need the "View All Data" permission to view all contacts.


 

Número del artículo de conocimiento

000387892

 
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Salesforce Help | Article