Extract Salesforce Lightning List Views

Extract data from tables/list-views in Salesforce Lightning

Top Benefits

  • Extract data from any list view
  • No additional plugins or API access needed
  • Fast, efficient, list-view extraction
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Tasks

  • Extract data from any list view
  • Data is saved as an Excel file
This bot can help users convert data from list-view format in Salesforce Lightning to an Excel file output. After configuring the bot, users just need to go to any page with a list view in Salesforce Lightning and initiate the bot run. The bot will automatically extract the data from the list view and convert it into an Excel file output.

Setup process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Use the Bot in a bot, configure keys and other credentials the Bot will need (see the ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Google Chrome and MS Excel is installed

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