Export Salesforce to HTML

Advanced ETL Processor
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Looking to export data from Salesforce to HTML?

Advanced ETL Processor Enterprise provides everything you need to automate the data export without writing custom scripts. Visually map and transform your fields, then run the export immediately or schedule it to repeat automatically.

Export Salesforce to HTML Table using Advanced ETL Processor

Video: Watch the Data Export in Action

Watch a general data-export walkthrough showing how to connect databases, map fields, and run an export in Advanced ETL Processor.

How to Export Salesforce to HTML Table - Step-by-Step

1. Launch Advanced ETL Processor

  • Create a Salesforce Connection with your login and security token
  • Create a Directory Connection for the output HTML file

2. Create a New Transformation

Right-click on a transformation group and click New to start your workflow.

3. Configure Salesforce Reader

  • Double-click to open Reader Properties
  • Select the Salesforce connection
  • Choose the object (e.g., Account, Contact, Custom Object)
  • Preview and select the fields to export

4. Configure HTML Writer

  • Double-click to open Writer Properties
  • Set the output type to HTML Table
  • Specify the filename (e.g. salesforce_report.html) and output directory
  • Enable table styling options (borders, colors, fonts)

5. Map Fields

Connect Salesforce fields to HTML table columns. Optionally:

  • Rename or rearrange columns
  • Apply formatting or filters
  • Include calculated fields or constants

6. Run the Transformation

Click Run (Green Arrow) to generate the HTML file. Open it in any browser or embed it in a web page or report.

Learning new software can be challenging. Please post your questions on our Support Forum and we will help you today.

FAQ

Can Advanced ETL Processor export Salesforce to HTML?

Yes. Advanced ETL Processor can read Salesforce, apply transformations, write HTML, schedule the export, and log the result.

Do I need to write scripts for the export?

No scripting is required for the normal export workflow. You can configure the source, output format, validation, and schedule visually.

Can the HTML export run on a schedule?

Yes. The export package can run on a schedule, write the HTML output, archive files, and keep the same validation rules each time.

Can row counts and failures be logged?

Yes. Add logging so row counts, rejected records, run status, and error details can be reviewed after each export.

What should I check before the first production export?

Check the source query, output columns, data types, date formats, file naming, overwrite rules, archive folder, and failure handling.

Can I export only selected Salesforce records?

Yes. Use a query or filter so the export reads only the Salesforce records needed for the file, report, dashboard, archive, or partner feed.

When should I not automate the export yet?

Do not automate it until the source query, output layout, file naming, and failure handling are clear. Automation repeats rules; it does not invent them.

Can I test the export before buying?

Yes. Download the fully functional 30-day trial, build one small export, and test it with a safe sample first.

Automate Your Salesforce-to-HTML Exports

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