What would be the best way to complete a Mass export of all Attachments, Files and Notes and keep the related opportunity and account number? We need to physically move the PDF, Excel, and images files to our hard drive. Appreciate any assistance you can provide.
For a one time export, I’d probably use Salesforce Data Export to get the actual files first. The tricky part is keeping the file names and IDs tied back to the right Opportunities and Accounts.
I’ve used Skyvia (https://skyvia.com/connectors/salesforce) for the data side of this kind of task to export the related Salesforce records and IDs, then used that mapping to keep track of which files belonged to which records. For just downloading the files themselves though, I’d stick with the native export.
