Exporting Records using the Apex Data Loader
The Apex Data Loader can be used as an alternative to running reports in HandsOn Connect, especially for items such as Notes that can't easily be accessed through the reports.
This method should be used primarily for exporting records to update as you can not save the filters, etc.
Apex Data Loader
Open the Apex Data Loader and Select Export
Selecting the Fields and Setting the Filters
You will now select the fields from the object that you wish to be present in the Export file.
1) Choose the query fields below. In this section you can select any of the available fields to export. At the very minimum we recommend the Id and Name fields. The Id field will be need to perform an update on the exported records and the Name field helps to identify the records you are working with
2) You can then select the clauses or filters for the query.
Fields: Any fields available in the object
Operation: select from equals, not equals, less than, greater than, less than or equals, greater than or equals.
Value: Enter any value that would be available or present in the selected field. Can leave blank if you want records that either contain no information in that field (field equals blank) or contains some information in that field regardless of what that information is (field not equals blank).
3) Once you've set the clause, click on Add Condition. (Note: you can add multiple clauses/filters to your query one at a time.)
You can now open the export file and make the necessary updates to the records and then use the Apex Data Loader or the data management tools in salesforce to update the records.
For a listing of the various posts on updating records/ data management, click here.