How to export and license your Salesforce history

Short answer: To export your Salesforce history, use the Data Export Service in Setup: choose Export Now or Schedule Export, pick encoding and attachment options, select Include all data, and start the export. Salesforce emails a link to a .zip of CSV files, which is deleted after 48 hours. No export is needed to start a Latopis check.

Steps below are from Salesforce’s official documentation and are accurate as of October 2026. Menus change, so check the linked sources before you start.

What you need first

The Data Export Service is in Setup, so you need a user with access to Setup and Data Export. Check with your Salesforce admin.
Weekly exports are available in Enterprise, Performance, and Unlimited editions. Professional and Developer editions can export every 29 days or on a monthly schedule.
Export Now only works if enough time has passed since the last export.
Export zip files are deleted 48 hours after the email is sent.

Export with the Data Export Service

From Setup, enter Data Export in the Quick Find box, select Data Export, then Export Now or Schedule Export.
Select the encoding for the export file.
If you want images, documents, attachments, and files included, select those options.
Optionally select Replace carriage returns with spaces.
If you are scheduling, set the frequency, start and end dates, and time of day.
Under Exported Data, select Include all data unless you only want specific objects.
Click Start Export or Save. Salesforce emails you when the zip of CSV files is ready. Follow the link in the email, or go back to Data Export, to download it. Large exports are split into several files.

For automated or very large exports, Salesforce also offers Data Loader, a separately installed client application. Its steps are outside this guide.

Sources

What buyers value in your Salesforce record

For a construction firm, Salesforce holds the commercial side of the operating record: opportunities, bids, accounts, and the activity behind each one. Buyers who license the operating record look for years of that history connected to the work it produced.

Privacy and ownership

CRM exports are full of contacts and client details. Strip or mask personal names, emails, phone numbers, and client details before anything is shared. Names, emails, phone numbers, and account numbers come off before a buyer sees the record, and records you hold for clients as their agent are not part of a license.

You do not need to export anything to start. The Latopis check asks three questions: your systems, the company, and who can sign. You approve the scope before anything moves, and the company keeps its data.

What is your Salesforce record worth?

Three questions, a rough range, and nothing leaves your systems.

Run the two-minute value check

Questions about exporting Salesforce

Do I need to export Salesforce data to start?

No. The Latopis check asks three questions: your systems, the company, and who can sign. Nothing is uploaded to start.

How often can I export?

Weekly in Enterprise, Performance, and Unlimited editions. Every 29 days, or monthly on a schedule, in Professional and Developer editions.

How long is the export available?

Salesforce deletes the zip files 48 hours after the notification email is sent, so download them promptly.

This page is general information, not legal advice. If contracts with clients or employees limit how records may be used, check them with your own counsel.