How-To Guide

Export Your Salesforce File List to CSV in Minutes

Sometimes you don't need to download the actual files — you just need the list. What files exist, where they live, how big they are, and when they were uploaded. This kind of file inventory is useful for internal audits, compliance documentation, storage reviews, and handoffs to other teams or vendors.

The problem: Salesforce doesn't give you a simple way to export this list. The standard report builder won't show file metadata across your org in a clean, downloadable format.

CSV Export with SFDC File Manager

SFDC File Manager lets you export a complete file inventory to CSV with just a few clicks. Here's what the export includes:

• File name and extension
• File size
• Upload date
• Linked Salesforce record (name and ID)
• Object type (Account, Case, Opportunity, etc.)

Run the report on a specific object or across multiple object types, apply date or file type filters, then click Export to CSV. The resulting spreadsheet is clean, structured, and immediately usable in Excel, Google Sheets, or any other tool.

Save Reports and Re-Run Anytime

SFDC File Manager also lets you save your report configuration. Once you've set up the filters you want — the right object, date range, and file types — save it and re-run it anytime with a single click. Great for monthly storage reviews or recurring compliance checks.

No Code. No Setup. Just Data.

SFDC File Manager installs from Salesforce AppExchange and runs entirely within your org. There's no configuration beyond installing the app and assigning permissions. If your team needs a file inventory — whether for a one-time audit or a recurring process — SFDC File Manager makes it fast and repeatable.