Find and export
your Salesforce data.

1. 1Sign in with a System Administrator account.
2. 2Open Setup, search Storage Usage in Quick Find, and select it.
3. 3Record the counts for the business objects in scope, such as Accounts, Contacts, Opportunities and Cases.
4. 4Note Data storage and File storage separately, including the units shown.

Report in records, listing each object counted and the combined total. Give file storage in GB separately when attachments form a substantial collection.

Check the oldest Created Date among relevant records, mention migrated history, and count active licensed users.

1. 1In Setup, search for Data Export.
2. 2Use Export Now when available, or configure a scheduled export according to your edition.
3. 3Select the objects in scope and the attachment, Files and document-version options required.
4. 4Start the export and download every ZIP archive from the completion email within 48 hours.

The service creates CSV archives and can split a large collection into several ZIP files. Export frequency depends on the Salesforce edition.

Review excluded fields and deleted-record coverage. Data Loader offers object-level exports and a separate Export All option for recoverable deleted records.

Salesforce records can connect an opportunity to the actions taken before a sale, or a case to the work that resolved it.

Custom objects and related documents can preserve the process specific to a company's operations.

Choose the objects and files in scope. Review sensitive fields before defining the material to license.

Telegraph Lab reviews the proposed material with you and agrees how sensitive information will be handled. Preparation can include excluding material, redacting details and replacing personal identifiers. Your company keeps ownership; the licensing agreement defines the material, permitted uses and authorized recipients.