The Scenario
The RevOps team is migrating from Salesforce to a new CRM. The migration vendor needs a complete export of all Salesforce contacts — every field, including the 10 custom fields that were added over the years. The fields have names like ICP_Score__c and Territory__c and Lead_Source_Detail__c. The vendor wants the data in a Excel workbook by Friday.
You have Salesforce admin access. You know the data is there. Getting all of it out in one clean export is a different matter.
The bad version:
- Build a Salesforce report that includes all the fields you need, export to CSV, open it in a new tab.
- Realize the report builder limits you to a certain number of columns, and two custom fields did not make it into the export because you hit the column cap.
- Export a second report for the missing fields, join the two CSVs in Excel using email as the key, find 400 rows where the email address has a trailing space on one side and not the other.
- Send the file. Get a reply from the vendor: "The custom field headers use API names — can you rename them to the field labels?"
- Rename 12 column headers manually.
The data is in Salesforce. The migration deadline does not move. The gap between "data is there" and "data is in a clean exportable format" should not take an afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It runs a SOQL query across your full Contact object, including any custom fields you specify, and writes every record to your workbook in one pass.
Run a SOQL query to select all Salesforce contacts including custom fields ICP_Score__c, Territory__c, and Persona__c, and write every record to my workbook — one row per contact.
What You Get
- Every Salesforce Contact record written to your workbook, one row per contact.
- All standard and custom fields you specified included as columns, labeled with the API name by default — ask for field labels if the migration vendor needs human-readable headers.
- If your org has more than 2,000 contacts, SheetXAI handles pagination automatically and writes all records.
- The export reflects the current state of the data at query time — no stale cache, no report filter surprises.
What If the Data Is Not Quite Ready
You need field labels as column headers, not API names
The migration vendor needs First Name not FirstName, and Account Score not ICP_Score__c.
Run a SOQL query to export all Salesforce contacts with fields: first name, last name, email, phone, account name, ICP score (ICP_Score__c), territory (Territory__c), and lead source detail (Lead_Source_Detail__c) — write all records to my workbook with readable column headers, not API names.
You only need contacts created or modified in the last 12 months
A full export of 3,000 contacts includes records that have been dormant for years. The migration vendor wants only active records.
Run a SOQL query for all Salesforce contacts where LastModifiedDate is within the last 365 days — include first name, last name, email, account name, ICP_Score__c, and Territory__c — write all results to my workbook.
You need to join contact data with account data in the same row
The vendor needs the account's industry and annual revenue alongside each contact.
Run a SOQL query joining Contact and Account to export contact first name, last name, email, and phone alongside the related account name, industry, and annual revenue — write all rows to my workbook with one row per contact.
Export contacts, flag duplicates by email, validate custom fields, and mark records ready for migration
Before sending to the vendor, you want to flag any duplicate email addresses, validate that ICP_Score__c is a number between 0 and 100, and mark each row as ready or review needed.
Export all Salesforce contacts with columns: first name, last name, email, ICP_Score__c, Territory__c to my workbook. In a new column, flag any email address that appears more than once as duplicate email. In the next column, flag any ICP_Score__c value outside the range 0 to 100 as invalid score. In the final column write ready if no flags exist for that row, otherwise write review.
One pass exports, deduplicates, validates, and flags.
Try It
Get the 7-day free trial of SheetXAI and open a blank sheet, then ask it to run the SOQL query and populate every contact row. See also how to pull a Salesforce report into an Excel workbook for offline analysis, or browse the full Salesforce integration overview.