Export Salesforce Notes & Enhanced Notes

Classic Notes

Export Salesforce Notes (Note object)

Export all Salesforce Notes from your org in the format that best suits your workflow — plain text, PDF, or Microsoft Word. Merge all notes into a single document or export each note as its own file. Use the group-by-record option to organise output into sub-folders, one per parent record.

Classic Notes vs Enhanced Notes. The Note object is the legacy Salesforce notes system — plain text only, available in all orgs. If your org uses Lightning Experience and the Enhanced Notes feature, see the Enhanced Notes section below which covers the ContentNote object with full rich-text support.

Export Salesforce Classic Notes as TXT, PDF, or DOC in SFDC File Exporter — Classic Notes export — choose output format (TXT, PDF, DOC), individual or merged mode, separator, and group-by-record.

Output Formats

Format	Best For
`TXT`	Plain-text archiving — easy to search, index, and process with other tools.
`PDF`	Sharing, printing, and compliance archiving where a fixed layout is required.
`DOC` (Word)	Editing, merging into reports, or further processing in Microsoft Word.

How to Use

Select Export Type

Choose Export Notes from the main menu or the sidebar navigation.

Choose Output Format

Select TXT, PDF, or DOC from the format dropdown. All notes in the export will be saved in this format.

Choose Export Mode

Individual files — each note is saved as a separate file, named after the note title.
Merged — all notes are combined into a single file with a configurable separator inserted between each note.

Set Separator (Merged Mode Only)

Enter the separator text that will appear between notes in the merged file — for example, ---, ========, or any custom string you prefer.

Group by Parent Record (Optional)

Toggle Group by Record to create a sub-folder per parent record inside the output directory. Each record's notes are placed inside its own named folder — useful when notes span multiple accounts, cases, or opportunities.

Set Output Folder & Export

Click Browse to choose a destination folder, then click Export to begin the download.

Individual mode file naming. In individual mode, each file is named after the note's title as stored in Salesforce. If two notes share the same title, the app appends a numeric suffix to avoid overwriting files.

Enhanced Notes

Export Enhanced Notes (ContentNote object)

Enhanced Notes is the modern Salesforce notes system introduced with Lightning Experience. Unlike classic Notes, Enhanced Notes store their content as rich text — supporting bold, italic, underline, bullet lists, numbered lists, tables, and inline images. They are stored in the ContentNote object, which is part of the Salesforce Files platform.

SFDC File Exporter preserves this rich-text formatting when exporting Enhanced Notes. You can export each note as a standalone HTML or PDF file, or consolidate all notes into a single Excel workbook for bulk review and archiving.

Is this feature right for your org? Enhanced Notes are enabled when your org uses Lightning Experience and the Allow users to use New Notes setting is turned on in Salesforce Setup. To confirm, search for Notes Settings in Salesforce Setup and check whether Enable Notes is active.

Export Salesforce Enhanced Notes as HTML, PDF, or Excel in SFDC File Exporter — Enhanced Notes export — filter by object, choose output format (HTML, PDF, or Excel workbook), and group by parent record.

Output Formats

Format	Description	Best For
`HTML` (per note)	Each note exported as an individual `.html` file with all rich-text formatting intact — headings, lists, tables, and inline images.	Web archiving, viewing in any browser, further HTML processing.
`PDF` (per note)	Each note rendered to a standalone PDF with formatting preserved — fonts, layout, and list styles match the Salesforce display.	Sharing, printing, and compliance archiving.
`Excel` (all notes)	All Enhanced Notes exported to a single `.xlsx` workbook — one row per note, with columns for title, body, parent record, created date, and last modified date.	Bulk review, data analysis, migration preparation, and management reporting.

How to Use

Select Export Type

Choose Export Enhanced Notes from the main menu or the sidebar navigation.

Filter by Object (Optional)

Select a specific Salesforce object — such as Account, Case, Opportunity, or any custom object — to export only the Enhanced Notes linked to records of that type. Leave this field blank to export all Enhanced Notes across the entire org.

Choose Output Format

Select the format for the exported notes:
HTML per note — one HTML file per note, preserving full rich-text formatting.
PDF per note — one PDF file per note, rendered from the rich-text content.
Excel workbook — all notes in a single .xlsx file for bulk review.

Group by Parent Record (Optional — HTML and PDF modes)

Toggle Group by Record to organise exported files into sub-folders named after each parent record. All notes attached to an Account named Acme Corp, for example, will be placed in an Acme Corp sub-folder inside the output directory.

Set Output Folder & Export

Click Browse to choose a destination folder, then click Export to begin. A progress indicator shows the number of notes processed and any notes skipped due to access restrictions.

Inline images. When exporting Enhanced Notes that contain inline images, the HTML export embeds images as Base64 data URIs so that each file is fully self-contained. The PDF export renders inline images directly into the document. The Excel export does not include inline images — only the text content of each note is written to the workbook.

Excel export columns. The Excel workbook includes the following columns per row: Note Title, Body (plain text), Parent Object, Parent Record Name, Created By, Created Date, and Last Modified Date. This makes the workbook suitable for migration audits and management reviews without opening individual files.

Classic Notes vs Enhanced Notes

Salesforce supports two distinct note systems. The table below summarises the key differences so you can confirm which export mode applies to your org.

Attribute	Classic Notes	Enhanced Notes
Salesforce object	`Note`	`ContentNote`
Introduced	Salesforce Classic (legacy)	Lightning Experience (modern)
Content type	Plain text only	Rich text — bold, italic, lists, tables, inline images
Export formats	`TXT`, `PDF`, `DOC`	`HTML`, `PDF`, `Excel`
Rich-text preserved	No — content is plain text	Yes — formatting is preserved in HTML and PDF output
Bulk export to Excel	No	Yes — all notes in one workbook
Group by parent record	Yes	Yes (HTML and PDF modes)
Individual files per note	Yes	Yes (HTML and PDF modes)
When to use	Orgs on Salesforce Classic, or orgs that have not enabled Enhanced Notes. Use when your notes are stored in the legacy `Note` object.	Orgs on Lightning Experience with Enable Notes turned on in Salesforce Setup. Use when your notes are stored as `ContentNote` records.

Not sure which type your org uses? Log in to Salesforce, navigate to any record (such as an Account), and look at the Notes section in the related list. If the notes editor shows a formatting toolbar with bold, italic, and list options, your org uses Enhanced Notes (ContentNote). If notes are plain text only, your org uses the Classic Notes (Note) system.

Export from CSV Rich Text Fields