Documentation

Prerequisites

JRE 1.8 OR higher must have installed on the windows system.

For MAC OS, there is no Prerequisites

How to install SFDC File exporter?

On MAC PC

You just need to double click after downloading the SFDC File Exporter File to use it.

On Windows : Step1:

Step 2:

  • Extract the zip file and Run the setup file.

Step 3:

  • Click on Next. Choose the directory where you want to install the SFDC File Exporter. We strongly recommend to install in your user directory-

Step 4:

  • Click on next. Select checkbox if you want to create desktop shortcut.

Step 5:

  • Cumulative information where SFDC File Exporter will be installed

Step 6:

  • Click on ‘Install’ to complete the installation.



Congratulations! You have successfully installed SFDC File exporter to your system.

For any issues OR you need any additional information, don’t hesitate to contact us, we will be happy to help you.

Hope you had a nice experience with SFDC File Exporter. Please write a review for us –

Extract file using soql query

 

Step1:

After validating the product key successfully, following window will be opened. Click/choose ‘Export files from Salesforce’.

Step 2:

Once you click on ‘Export files from Salesforce’, then following window will open. Please enter your salesforce credentials and click on ‘Sign In’.

Step 3:

After login to Salesforce successfully, following screen will be opened automatically, here you need to provide inputs. Each section marked in red numbers has been described below –

  1. Choose whether you want to export Attachments, Salesforce Files, documents OR Static resources.
  2. Choose input type as ‘SOQL Query’. It is selected by default.
  3. Choose the objects for which you want to extract the Attachments OR salesforce Files. This option is available for Attachment and salesforce Files only.
  4. Choose the attachment/file name. By default ‘Real attachment names’ is selected and in this option real file will be extracted like acx,docx, abc.pdf, qwerty.jpg etc. If you want to export the files in the formate Salesforce exports the file using Data export wizard then choose, ‘Attachment Id’.
    Here you need to specify addition option, how to handle duplicates, by default, app will append attachment ID id duplicates are found. If you don’t want to import duplicates, then select ‘don’t import duplicates’.
  5. Choose the output folder on your local system where you want to save ‘Exported’ files from salesforce.

Step 4:

After entering all inputs, click on ‘Export Files/Attachments’ from Salesforce. Once you click on this button, a popup will be open displaying ongoing status information.

 

For any issues OR you need any additional information, don’t hesitate to contact us, we will be happy to help you.

Hope you had a nice experience with SFDC File Exporter. Please write a review for us –

If you are extremely happy, and have achieved what you were looking for, then kindly Donate some amount.

Extract files using CSV file

 

Here all steps are similar to ‘Export files using SOQL Query’ except ‘input type’ (number 2 marked in red in the following pic).

Please select ‘CSV File’ as input type. Click on ‘Choose File’ and select the CSV File. Point to keep in mind here is, first column in the CSV file must be –

If you are extracting Attchments then Attachment Id

If you are extracting Salessforce Files then Content Document Id

If you are extracting Documents then Document Id

If you are extracting Static Resources then Static Resource Id

otherwise you will get an exception.

After inputting all the required fields click on ‘Export Files/Attachments from Salesforce’ to start the export of files from Salesforce to your local machine.

How to add Where clause

 

Add where clause in Attachments Extraction

If you want to extract attachments related to Accounts only, then add following where clause after the query –

WHERE ParentId IN (SELECT Id FROM Account)

 

Further, If you want to extract attachments related to active Accounts only, then add following where clause after the query –

WHERE ParentId IN (SELECT Id FROM Account where isActive=true)

 

If you want to extract attachments related to Contacts only, then add following where clause after the query –

WHERE ParentId IN (SELECT Id FROM Contact)

 

If you want to extract attachments related to Object X only, then add following where clause after the query –

WHERE ParentId IN (SELECT Id FROM X(Object API Name))



Add where clause in Salesforce Files Extraction

 

You can choose the objects for which you want to extract the salesforce files.

Alternatively, you can run where clause in workbench on ContentDocumentLink Object and get the content document Id and use this content document Id to extract salesforce files.

Schedule SFDC File Exporter

 

Step 1:

Run sfdc file Exporter by clicking on shortcut icon OR sfdcfileexporter_v1.exe file, following screen will appear. Click on/choose ‘Schedule file export'(marked in red)-

Step 2:

Once you click on/choose ‘Schedule file export’, following screen will open, here you need to enter the inputs (Section marked in red numbers has been described below)-

  1. Enter instance url of sandbox, production OR developer account.
  2. Enter Salesforce instance user name.
  3. Enter Salesforce instance password.
  4. Choose the output folder, where attachments/files will be stored after extracting from Salesforce.
  5. Enter email address to whom you notify in case exception is occured while extracting files from Salesforce.
  6. SFDC File Exporter generates logs while extracting files from salesforce. Choose when you want to delete the older logs.
  7. Choose the object, here files will be extracted from these objects from salesforce.
  8. Choose input type, either SOQL or CSV
  9. Choose the file name/format. If you don’t know, leave as it is.

Step 3:

After entering above details, please click on ‘Save Scheduler Settings’ button. You will get a confirmation message that settings have been saved successfully. Please note that, if this setting has not been saved successfully, you won’t be able to schedule SFDC File exporter.

Step 4:

Go window search and search ‘Task Scheduler’, then click on Task Schduler as shown in the following window (Run this program as Administrator) –

 

Step 5:

Once you click on Task scheduler as stated in the previous step, following window will open. Click on ‘Create Task’-
A new screen will be opened, Enter Schedule SFDC File Exporter in the name Field.

Click on ‘Trigger‘ tab and choose daily as shown in the following pic – (You can choose the settings as per your convenience)

Then, click on ‘Action‘ tab. Click on ‘Browse’ and choose the ‘sfdcfileexporterschedular.exe’. This file is the file you get when you download SFDC File Exporter and extract the zip file. Once you extract downloaded zip file you get 2 files, ‘sfdcfileexporter_v1.exe’ and ‘sfdcfileexporterschedular.exe’.

Then click on OK to save the ‘Task Scheduler’.

Step 6:

Now, our final goal is to test the Task Scheduler Setup.

Click on Active Tasks and choose ‘Schedule SFDC File Exporter’ task as shown in the following image.

Once you select ‘Schedule SFDC File Exporter’ from the active task list following screen is opened. Click on Run button as shown in the following image and and check the output folder that you had selected in Step 2.

If you see, files are being created in the chosen output directory then you have successfully scheduled SFDC File Exporter.

 

For any issues OR you need any additional information, don’t hesitate to contact us, we will be happy to help you.

Hope you had a nice experience with SFDC File Exporter. Please write a review for us –

Ongoing extraction status information

 

Once you click on ‘Export Files/Attachments from Salesforce’ button, as shown in the following pic.

A popup window is appeared, to show the status information of ongoing extraction as shown below. This is quite useful in the situation where you are extracting large amount of files.

For any issues OR you need any additional information, don’t hesitate to contact us, we will be happy to help you.

Hope you had a nice experience with SFDC File Exporter. Please write a review for us –

If you are extremely happy, and have achieved what you were looking for, then kindly Donate some amount.

Extract files from Rich Text fields

 

This feature is being developed. Documentation will be updated soon!