Salesforce Export List View: Methods and Workarounds

Salesforce users often seek a way to export List Views into Excel or CSV format for reporting, analysis, or bulk updates. However, Salesforce does not provide a direct “Export” button for List Views. 

The short answer is: yes, you can export a List View, but only through specific workarounds.

Export via Reports

The Report feature is the official and most reliable method to export data that mirrors a List View. Instead of exporting the List View directly, you can create a Report with the same filters and columns. Once generated, Reports can be exported to Excel or CSV.

• In Lightning Experience, click Reports -> New Report, choose the relevant object. Apply the same filters as in your List View.

Apply the same filters as in your List View while creating report.

 

• In Salesforce Classic, the interface looks slightly different, but the process and outcome remain the same.

This method is especially effective for recurring exports or when handling large datasets, since Reports support advanced filters and flexible formatting.

Printable View

The Printable View option provides a lightweight alternative. When selected, Salesforce displays the List View data in a clean table format, which can then be copied and pasted into Excel.

• In Lightning, access the Printable View from the Dropdown menu within the List View.

• In Classic, the option is available at the top right near the feed.

While this method is quick, it is not feasible for large lists because it requires manual copy-paste and does not generate an actual CSV or Excel file.

Third-Party Tools

In addition to native options, several third-party solutions extend Salesforce’s export and editing capabilities. Chrome extensions and AppExchange apps exist, but one of the most versatile tools is XL-Connector.

• Direct List View Export: XL-Connector allows you to export any Salesforce List View directly into Excel without extra configuration.

Once you click Download List views, all the list views will appear in your Excel file, along with the object name, columns, and filters.

• Mass Editing and Sync: You can edit multiple records in Excel and sync the changes back to Salesforce in real time.
• List View Management: Admins and business users can create or delete List Views directly through Excel, making it easier to manage data outside the Salesforce interface.

Conclusion

Salesforce doesn’t include a direct Export button for List Views, but there are several ways to export the data, depending on your needs. If you want a quick copy, the Printable View is a good option. For a more organized format, Reports are the best fit. 

And if you prefer working in Excel, XL-Connector makes the process easier.

Ultimately, the best approach depends on how frequently you need to export and what you intend to do with the data.