Sales and Service: How to Export the Record Name of a Lookup Field (Name field) Using Salesforce Data Loader

When you export a lookup field (e.g., the "Account Name" field on the Opportunity object) using Data Loader, the exported value is the Record ID of the related record.

To export the Record Name (Name field) instead of the Record ID, use the following workaround:

Workaround : 

Create a custom formula field that displays the Name field of the related record, then select that formula field as the export target in Data Loader.
Example: Exporting the Account Name from the Opportunity object.

Steps to create a formula field:

1. From Setup, open Object Manager and select the Opportunity object.
2. Click Fields & Relationships, then click New.
3. Select Formula as the Data Type and click Next.
4. Enter a name in Field Label (e.g., Account Name for Export) and select Text for the Formula Return Type.
5. In the formula editor, click Insert Field and select Opportunity > Account > Account Name, then click Insert.
6. Click Check Syntax to ensure there are no errors.
7. Set Field-Level Security as needed
8. Add the field to Page Layouts as needed.
9. Click Save.

By selecting this formula field during a Data Loader export, you can output the Account Name information instead of the related Account's Record ID.