Salesforce Table Record Excel/CSV File Download

This guide will explain how to use the CSV Download Button to download an Excel/CSV file.

This option will allow you to download a CSV file from the Salesforce Table on the form.

Drag and drop a Salesforce Table field.

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Click the pencil icon. Then select the Object and the Table columns to show data in Salesforce Table.

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In Custom Table Columns, map “API Name” with “Data type”.

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Click “Advanced”, then fill in a Label for the CSV download Button. It will enable this option.

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Save the changes and try the form. When you will click the “CSV Download” button, a CSV file will be downloaded.

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