Export Salesforce records with attachment metadata to external reporting tool

Salesforce’snative export tools are severely limited when dealing with ContentDocument and ContentDocumentLink relationships. Standard data export can’t include attachment metadata alongside parent record data.

Here’s how to export comprehensive attachment metadata with parent record information for advanced analysis in external tools.

CoefficientExport complete attachment metadata using

Salesforcedata export hits major limitations with attachment relationships. You can’t get file metadata, creation dates, or file sizes through standard exports. Coefficient’s custom SOQL functionality gives you access to complete attachment metadata that native tools simply can’t provide.

How to make it work

Step 1. Build your comprehensive metadata query.

In Coefficient, create a custom SOQL query that joins attachment metadata with parent records:

Step 2. Schedule automated exports.

Set up hourly, daily, or weekly exports to maintain current data in your external reporting tools. This ensures your BI dashboards and analysis tools always have the latest attachment information.

Step 3. Export to your preferred format.

Send the data directly to Google Sheets, Excel, or CSV files. You can also connect to external databases or BI tools for sophisticated attachment analysis that Salesforce’s native tools can’t handle.

Step 4. Build advanced analytics.

Use the exported data for storage analysis, file type distribution reports, upload trend analysis, and compliance reporting. Create pivot tables and dashboards that show attachment patterns across your entire organization.

Get attachment data that native exports can’t provide

Start exportingCustom SOQL exports give you complete attachment metadata with no volume limitations or relationship complexity restrictions that standard Salesforce tools impose.comprehensive attachment data for your external reporting needs.