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Overview

The Export Data interaction allows users to download information from your Data Table or Pivot Table components directly to their local device. This is essential for offline analysis, sharing data with external stakeholders, or generating snapshots for reporting.

With the latest update, the export engine has been significantly upgraded to handle enterprise-scale datasets, moving beyond simple "on-screen" exports to full query extractions

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Key Features

  • Massive Data Export: You can now export up to 50,000 records in a single file, bypassing previous limits that only allowed for visible rows.

  • Full Dataset Extraction: Choose between exporting only the rows currently visible on the screen or the entire result set returned by your query.

  • Flexible Formats: Supports universal CSV and formatted Excel (.xlsx) files.

  • One-Click Experience: Option to hide the export dialog for a streamlined, immediate download using predefined settings.

🆕 The export modal now includes an Export all data toggle.

  • Active Toggle: When enabled, the system bypasses pagination and visible row limits to export every record returned by your query—up to 50,000 records.

  • Inactive Toggle: When disabled, the export only includes the records currently visible in the component's current view or filtered state.

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Tutorials

See practical examples and learn how to implement specific scenarios using this interaction:

file-csvEnable Data Exportchevron-right

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Configuration

The Export Data interaction is configured directly on your Data Table or Pivot Table component. Access the component's properties panel and add the "Export Data" interaction under the "Header Click Actions". The following settings control how the export behaves.

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Default File Name

The name that will be used for the downloaded file. This can be static text or dynamic, using resources.

Example: Contact_Report_2024.

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Default Export View

Choose how the data should be formatted in the export:

  • Formatted Report: Exports data with formatting preserved, similar to how it appears on screen. Better for presentation and readability.

  • Detailed Report: Exports raw data values without formatting. Better for data analysis and manipulation in external tools.

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Export All Data

Previously, exports were limited to the records currently displayed in the component's view. The new Export All Data capability allows users to:

  • Export Full Query Results: Download every record returned by your query—up to 50,000 records—in a single file.

  • Bypass Pagination: Ignore UI limits and pagination to capture the entire dataset.

  • Maintain Performance: Extract large volumes of data efficiently without hitting Salesforce "Too many query rows" governor limits.

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Available File Format

Select which file formats users can choose from when exporting:

  • CSV: Comma-separated values file. Universal format compatible with all spreadsheet applications. Best for simple data exports and maximum compatibility.

  • Excel: Microsoft Excel format (.xlsx). Preserves formatting and supports multiple sheets. Best for complex reports that require formatting or for recipients who primarily use Excel.

You can enable one or both formats depending on your users' needs.

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Default Encoding Type

Select the character encoding for the exported file. This ensures special characters and international text display correctly:

  • UTF-8: Universal encoding supporting all languages and special characters. Recommended for most use cases.

  • UTF-16: Alternative Unicode encoding. Use if required explicitly by downstream systems.

  • Windows-1252: Western European character set. Use only for legacy systems that don't support UTF-8.

  • ISO-8859-1: Latin alphabet encoding. Use for basic text without international characters.

Tip: When in doubt, choose UTF-8 for maximum compatibility.

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Hide Export Dialog

Toggle this option to control whether users see an export options dialog:

  • Disabled (Dialog Shown): Users can choose format, encoding, and edit the file name before exporting. Provides maximum flexibility.

  • Enabled (Dialog Hidden): Export occurs immediately using the default settings. Provides a streamlined, one-click export experience.

When to Hide the Dialog: Enable this when you want a simple, quick export process, and your users don't need to choose between formats or change settings.

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Important Considerations

  • Component Support: The Export Data interaction is exclusively available for the Data Table and Pivot Table components.

  • Export All Data Limits: With the Export All Data feature, you can export up to 50,000 records in a single transaction.

  • Filter Integrity: All exports—including those using Export All Data—strictly respect any active filters applied to the component.

  • User Feedback: For large datasets, it is recommended to configure a Show Toast interaction on the "On Success" event to notify users when the file is ready.

  • Formatting Constraints: While the "Formatted Report" view preserves visual styles, complex formatting may vary between Excel and CSV formats.

  • Pivot Table Structure: Data exported from a Pivot Table maintains its pivoted structure rather than reverting to a flat data format

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In Summary

The Export Data interaction provides a powerful way to give users access to their Data Table and Pivot Table data outside of Salesforce. By configuring the file format, encoding, and dialog options appropriately for your use case, you can create export experiences that range from simple one-click downloads to flexible user-controlled exports with multiple format options.

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