How to Export Salesforce Files and Attachments from Parent and Child (Related Records) in one click?

Описание: Learn how to export Salesforce files and attachments from parent and child records in one click using the Files Downloader app, a 100% native Salesforce app. This step-by-step Salesforce Admin tutorial shows how to select a primary object (Account) and related object (Contact), search related records, bulk download all files, and analyze a detailed CSV export for audits and data management.​​

Use this method instead of complex data export tools when you specifically need related files and attachments across Accounts, Contacts, and other parent–child relationships in Salesforce. It is ideal for Salesforce Admins, Consultants, and Revenue Ops teams managing large volumes of customer documents who want a faster, more reliable way to export everything for backup, migration, or compliance.​​

Chapters:

00:00 - Salesforce Mass Files Export: Parent & Child Records Overview
00:09 - Files Downloader App: Native Salesforce Bulk Export Tool
00:18 - Select Salesforce Objects: Account & Related Contact Files
00:35 - Export Salesforce Related Records: Search & Filter Files
00:52 - Review Salesforce Files List: Name, Size, Type, Last Modified
01:06 - Mass Download Salesforce Files: ZIP Export Process
01:24 - Verify Download: Open ZIP & Check Salesforce Related Files
01:37 - Salesforce File Mapping Report: CSV Export with Parent IDs
02:13 - Track Downloads in Salesforce: Files Downloader Dashboard

How to export Salesforce files and attachments from related records (parent–child).​​

How to bulk download all files for Accounts and their Contacts using a Salesforce-native app.​​

What you’ll learn:

How to use CSV file mapping (ID, parent ID, primary parent, file path, owner, dates) for audits and reporting.​

How to track downloads by user and volume using a built-in dashboard for governance and compliance.​​

If you want a faster, safer way to mass export Salesforce files and attachments for real projects (migrations, backups, client offboarding), this video is for you.

#salesforce #salesforceadmin #salesforceadministrator #salesforceadmins #salesforcefiles #SalesforceAttachments #dataexport #salesforcetutorials #MassExport #salesforcebackup #CRMData #FilesDownloader #salesforcefiles #exportsalesforcefiles #salesforcedevelopers #salesforceapp