Salesforce Opportunity Data Export

Last updated: July 15, 2025

How to export Salesforce opportunity data for Peerbound setup

To configure Peerbound’s features, we require a one-time export of your Salesforce Opportunity data. Follow the steps below to create and export the report.

Step-by-Step Instructions

1. Open Reports in Salesforce

Go to the Reports section in your Salesforce dashboard and click New Report.

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2. Select Opportunities Report

Choose Opportunities as the report type and click Start Report.

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3. Add Required Columns

Customize the report to include the following fields:

  • Opportunity Owner

  • Opportunity Owner Email

  • Type

  • Account ID

  • Account Name

  • Account Type

  • Stage

Screenshot 2025-07-15 at 9.26.58 AM.png

4. Run and Export the Report

Click Run to generate the report, then use the Export option to download it as a CSV file.

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5. Share the Export

Send the exported file to your Peerbound contact to complete the setup process.

Support

If you run into any issues, please reach out to us at support@peerbound.com or message us in Slack.

  • To help us troubleshoot faster, include screenshots of any errors or unexpected behavior.