Use this procedure to export customer details from Salesforce by using the Data Loader export wizard. You can export customer data into a CSV file and import the CSV file into Avaya Oceana® using the Oceana Customer Management Tool.
Before you begin
Ensure that you are using a cloud version of Salesforce and the user login has read access to the Salesforce data.
Procedure
On your web browser, enter the following URL:.
https://login.salesforce.com/
Note:
If you are using a custom domain to log in to Salesforce, specify the domain name in the Salesforce data loader when you log in.
On the login screen, enter the user name and password of a user who has read access to the data.
In the top right corner, select Setup .
In the Quick Find field, type Data Loader.
Based on your operating system, click one of the following to download the relevant data loader:
Download Data Loader for Windows
Download Data Loader for MAC
To install the data loader, do the following:
Double-click the downloaded file.
Go through the prompts until the installation is complete.
Run the Data Loader.
Open the Data Loader and click one of the following:
Export
Export All
Enter the Salesforce user name and password and click Log in.
Click Next to choose an object.
Do one of the following:
Select the Account object
Click Show all objects to see a complete list of objects that you can access
Click Browse to select the CSV file to which you want to export the data.
Click Next.
Type the query, SELECT Id,Account.Name, Salutation,FirstName,MiddleName,LastName,Suffix,Email,Phone, HomePhone, MobilePhone, Id, MailingStreet, MailingCity, MailingCountry, MailingState, MailingPostalCode,Languages__c from Contact to export data from Salesforce.
Click Finish and then click Yes to confirm.
Click View Extraction to view the exported CSV file.
