How to Export Salesforce Files for an HR System Migration

Companies moving from Salesforce to an HRIS or document management system often store years of employee files — offer letters, contracts, performance reviews — inside Salesforce. Getting them out cleanly is the first challenge.

What HR Files Are Typically Stored in Salesforce

  • Employee offer letters and employment contracts
  • Performance review documents and appraisal notes
  • Onboarding paperwork and ID verification files
  • Payroll records and benefit enrollment forms

The Migration Challenge

  • Files are linked to Contact or custom HR object records — not easy to extract in bulk
  • The destination HRIS typically requires files organized by employee name or ID
  • Manual download is not scalable when thousands of employee records are involved

How SFDC File Exporter Helps

  • Filter by parent object (e.g., Contact or a custom Employee object)
  • Files are exported into folders named after the parent record — ready for HRIS import
  • Metadata CSV maps every file to its Salesforce record ID and owner
  • No AppExchange install, no changes to your Salesforce org
  • Download free and run the export the same day
Filter by the Contact or Employee object to export only HR-related files and skip other attachments in the org.

Migrate Your Salesforce HR Files Today

Export employee files organized by record name — ready to import into any HRIS or document management system. Free.