Downloading Data
There few options to download data from Salesforce.
Using Objects and Fields
Set criteria rules within the app using the filter options. Filtering is based on the object, filter, operator, and values.
Let's say you want to pull data from Salesforce then convert it to a report in Excel.
1. From the list of data sources, select Salesforce.
 | 2. Click Create a Template to build your first template.
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3. Choose desired connection in the Active Connection box then select the object for your data. In the scenario below, we will be selecting Lead.
| 4. A list of available fields will be displayed. You can enter a partial name for any field to find matches. Select each field and when done, click Apply. Need to change the data type for your field? Learn how here. 
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5. You can rearrange fields by dragging and dropping, remove fields, change format type or add new ones before clicking Done.  | 6. Apply criteria as filters to refine and download your desired dataset.
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7. For this example, I like to pull leads with Status value Working - Contacted.
| 8. Hit Apply then Proceed. This will load the template.
Enable Preview Data to download up to 50 records or use the Download operation for more than 50 records. 
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Hooray! 🥳 You loaded your data from Salesforce using Objects and Fields!
Using Data from SOQL
SOQL offers precise filtering and customization, making it ideal for advanced users. It supports filtering with conditions such as WHERE, ORDER BY, and LIMIT.
Let's say you want to pull data from Salesforce then convert it to a report in Excel.
1. From the list of data sources, select Salesforce.
| 2. Click Create a Template to build your first template.
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3. Choose desired connection in the Active Connection box then select the object for your data. In the scenario below, we will be selecting Lead.
| 4. A list of available fields will be displayed. You can enter a partial name for any field to find matches. Select each field and when done, click Apply. Need to change the data type for your field? Learn how here.
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5. You can rearrange fields by dragging and dropping, remove fields, change format type or add new ones before clicking Done.
| 6. Click on the expand icon in the SOQL section to open SOQL editor.
Enable Preview Data to download up to 50 records or use the Download operation for more than 50 records.
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7. The SOQL editor will appear and now you can pull records based on your query.
For the example below, I want to extract lead records with Lead Source equals to Web.
Hooray! 🥳 You loaded your data from Salesforce using SOQL!
Schedule your Downloads
Once you load your data into Excel using ExtendInsights, you can set it up for scheduling.
Before adding a schedule, ensure the following:
This feature is only supported in Excel.
Your Excel file must be stored in OneDrive for Business or SharePoint to write data.
Microsoft consent must be granted.
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2. On the next screen, give your schedule a name and set the frequency:
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3. Set the time you want the query to be downloaded.
| 4. Select the schedule then click Assign. Hooray! 🥳 You've now automated your download. 
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