How to filter and export tasks from salesforce
This article will show you how to search and export tasks data from salesforce.
Are you looking to migrate your data from salesforce or maybe you just want more advanced filtering on your salesforce tasks data? This is how.
First create a Cloudslurp account and click the connect for salesforce account.
You will be directed to salesforce to authorize Cloudslurp and then directed back to Cloudslurp.
You can then optionally invite your team members you would also like to have access to your live salesforce tasks data. Click Next, and you will be in the data search page.
Now you can see all your salesforce data sets listed.
You can scroll to the salesforce tasks data set. Easy!
How to search on specific fields within salesforce tasks?
You can open the 'View Data' tab and filter on the column name. Now you will see the data based on your filter and sort.
How to use salesforce tasks inside excel or google sheets?
Click on the corresponding Excel of Google Sheet button to copy and paste a simple spreadsheet formula into your workbook. This will give you a live feed of data that refreshes directly in your spreadsheet.
How Can I download my salesforce tasks data?
The data is available to download just by clicking on the download button in the top right corner of the salesforce tasks table
How to do advanced filtering on salesforce tasks?
You can also use SQL to do more advanced queries to filter and join your data sets. Just connect your systems and then hit the create query button to generate a new dataset using SQL.
How to get salesforce tasks data via an API call?
Sometimes you want to pull the salesforce data programatically, but you may not want to deal with the oauth flow involved, Cloudslurp gives you a way to access your data with just an authorisation token which is great for using it with REST connectors in analytics tools.
curl --location --request GET 'https://www.cloudslurp.com/data' --header 'token: YOUR_CLOUDSLURP_API_TOKEN'
Is this data up to date?
Cloudslurp data is pulled from salesforce every time you do a query. So yes!
How can I give my team access to salesforce data without giving everyone a salesforce licence?
Cloudslurp means you can give data access to your team without the need for everyone to have access to the source system. It is your data after all and you should own it.
Available data sets from salesforce
You can also retrieve your other salesforce data sets:
- How to export salesforce accounts
- How to export salesforce leads
- How to export salesforce opportunities
- How to export salesforce contacts
- How to export salesforce tasks
- How to export salesforce campaigns
What is Cloudslurp?
Cloudslurp is a productivity tool for you and your team. It is one place to search and download data from tools like salesforce and loads of others.