User Guide & Documentation

Open Salesforce Setup

Log in to your Salesforce org. Click the gear icon (⚙) in the top-right corner and select Setup.

Navigate to App Manager

In the Quick Find search box, type App Manager and click App Manager under Apps.

Create a New Connected App

Click the New Connected App button in the top-right of the App Manager page.

Fill in Basic Information

Enter the following in the Basic Information section:
Connected App Name: SFDC File Exporter
API Name: auto-fills based on the name — leave as-is.
Contact Email: your email address.

Enable OAuth Settings

Scroll to the API (Enable OAuth Settings) section and check Enable OAuth Settings. A form will expand below it.

Set the Callback URL

In the Callback URL field, enter:
http://localhost/callback
This URL is required by Salesforce but is not actually used by SFDC File Exporter's auth flow.

Add OAuth Scopes

Under Selected OAuth Scopes, add the following scopes by selecting them and clicking Add:

• Access and manage your data (api)
• Perform requests on your behalf at any time (refresh_token, offline_access)

Save the Connected App

Click Save at the bottom of the page. Salesforce will show a notice that it may take 2–10 minutes to activate the Connected App. Click Continue.

Retrieve Consumer Key & Secret

After saving, you are taken to the Connected App detail page. Click Manage Consumer Details (you may be prompted to verify your identity).

Copy and save the following — you will enter them into SFDC File Exporter:

Set IP Relaxation (Recommended)

Go back to the Connected App detail page and click Manage → Edit Policies.
Under OAuth Policies, set IP Relaxation to Relax IP restrictions. This ensures the app can connect from any machine. Click Save.

Open the Application

Launch SFDC File Exporter from your Start Menu or desktop shortcut.

Enter Your Credentials

On the login/connection screen, fill in your Client ID, Client Secret, Username, and Password.

Select Environment

Choose Production (login.salesforce.com) or Sandbox (test.salesforce.com) from the environment dropdown.

Click Connect

Click the Connect button. The app will authenticate via OAuth and display your org name and username on success. You are now ready to export.

Select Export Type

In the sidebar or main menu, choose Export from List View.

Choose a Salesforce Object

Select the object whose list views you want to browse — e.g., Account, Contact, Opportunity, or any custom object.

Select a List View

The app loads all list views defined for that object. Select the list view that targets the records you need.

Choose File Type

Select Files (ContentDocument), Attachments, or both.

Choose File Naming

Select whether to name exported files by their original file name or by the parent Record ID.

Set Output Folder & Export

Click Browse to select your destination folder, then click Export. Monitor the real-time progress bar.

Select Export Type

Choose Export from Objects from the main menu.

Choose Scope

Select All Objects (entire org) or Specific Object and pick the object from the dropdown (Account, Case, Opportunity, or any custom object).

Add Filters (Optional)

Click Add Filter to define field-level conditions. Each filter has three parts: Field, Operator (equals, contains, greater than, etc.), and Value. Add as many filters as needed — they are combined with AND logic.

Enable Incremental Mode (Optional)

Toggle Incremental Export to skip files that were already exported in a previous run. The app tracks the last export date automatically.

Choose File Type, Output Folder & Export

Select the file type, set your destination folder, and click Export.

Select Export Type

Choose Export from Single Record.

Select the Object

Pick the Salesforce object the record belongs to (e.g., Account).

Search for the Record

Type the record name in the search box. Matching records will appear in the list — click the one you want.

Include Child Records (Optional)

Toggle Include Child Records to also export files from objects related to the selected record (e.g., Contacts, Cases, and Opportunities linked to an Account).

Choose Folder Grouping

Select whether to group exported files into sub-folders by the parent record's Name or ID.

Set Output Folder & Export

Set your destination folder and click Export.

Select Export Type

Choose Export from CSV.

Upload Your CSV

Click Browse and select your CSV file. The app previews the IDs found and the total record count.

Select ID Type

Choose whether the CSV contains Parent Record IDs (the app fetches all attached files for each) or File Record IDs (downloads those exact files directly).

Choose File Type & Output Folder

Select Files, Attachments, or both, then set your destination folder.

Export

Click Export. The app processes each ID from your CSV and downloads all matching files.

Select Export Type

Choose Export Notes from the main menu.

Choose Output Format

Select TXT, PDF, or DOC.

Choose Export Mode

Individual files — one file per note, named after the note title.
Merged — all notes combined into one file with a separator between each.

Set Separator (Merged Mode Only)

Enter the separator text to appear between notes in the merged file (e.g., --- or a horizontal rule).

Group by Parent Record (Optional)

Toggle Group by Record to create sub-folders per parent record, placing each record's notes inside its own folder.

Set Output Folder & Export

Set your destination folder and click Export.

Select Export Type

Choose Export Static Resources.

Add Filters (Optional)

Click Add Filter to narrow the export by fields such as Name, ContentType, or CreatedDate.

Choose Incremental Mode (Optional)

Enable Incremental Export to only download resources added or modified since the last run — useful for keeping a local copy in sync with production.

Set Output Folder & Export

Set your destination folder and click Export. Original resource file names are preserved.

Select Export Type

Choose Export Documents from the main menu.

Add Filters (Optional)

Narrow the export using field-level filters — for example, FolderId (document folder), AuthorId (file owner), or CreatedDate.

Choose Run Mode

Run the export immediately or configure a schedule for recurring downloads.

Set Output Folder & Export

Set your destination folder and click Export. Original document file names are preserved.

Configure Your Export

Set up the export as normal — select the type, object, filters, and output folder.

Click "Schedule" Instead of "Export"

Click the Schedule button to open the scheduler, instead of running the export immediately.

Choose a Schedule Type

Select Once, Daily, or use a Custom Cron Expression for advanced scheduling (e.g., every Monday at 2 AM).

Set the Time

Pick the time (and day, if using weekly/monthly) for the job to run.

Enable Incremental Mode (Recommended)

Enable Incremental Export so each scheduled run only downloads files added or modified since the previous run — keeping your local copy up to date without re-downloading everything.

Save the Job

Click Save Schedule. The job appears in the Job History dashboard immediately.

Open the App

Launch SFDC File Exporter.

Go to License Settings

Navigate to Settings → License or click the key icon in the toolbar.

Paste Your License Key

Copy the license key from your purchase email and paste it into the license field.

Click Activate

An active internet connection is required. Activation completes instantly.