Enabling List View Export for an Object

Follow these steps to enable list view export functionality for any Salesforce object.

• Step 1: Create a Visualforce Page

  First, you need to create a Visualforce page for your object. This page will serve as the container for the list view export functionality.

  1. Navigate to Setup → Custom Code → Visualforce Pages
  2. Click "New" to create a new Visualforce page
  3. Name your page using the format: ListViewExport_[ObjectName]. For Example: ListViewExport_Account
  4. Use the following code template:

  
  <apex:page standardController="[objectApiName]" extensions="listviewexport.ListViewExportController" 
             recordSetVar="records" showHeader="false" sidebar="false">
      <listviewexport:ListViewExport objectName="[objectApiName]" listViewId="{!listViewId}" />
  </apex:page>

  
  <apex:page standardController="Account" extensions="listviewexport.ListViewExportController" 
             recordSetVar="records" showHeader="false" sidebar="false">
      <listviewexport:ListViewExport objectName="Account" listViewId="{!listViewId}" />
  </apex:page>

• Step 2: Assign Visualforce Page to Permission Set

  After creating the Visualforce page, you need to assign it to the "List View Export" permission set to grant access to users.

  1. Go to Setup → Permission Sets
  2. Click on the "List View Export" permission set
  3. Under the "Apps" section, click "Visualforce Page Access"
  4. Click "Edit"
  5. Move your newly created Visualforce page from "Available Visualforce Pages" to "Enabled Visualforce Pages"
  6. Click "Save"
  

  Assigning the Visualforce page to the List View Export permission set

• Step 3: Create List View Button

  Create a custom list view button that will trigger the export functionality.

  1. Go to Setup → Object Manager → [Your Object] → Buttons, Links, and Actions
  2. Click "New Button or Link"
  3. Configure the button with these settings:
  Label: "Export to CSV"

  Name: "Export_to_CSV"

  Display Type: "List Button"

  Behavior: "Display in existing window without sidebar or header"

  Content Source: "Visualforce Page"

  Content: Select the Visualforce page you created in Step 1
  4. Click "Save"
  

  Configuring the Export to CSV list view button

• Step 4: Add to List View Layout

  Finally, add the newly created button to your object's list view button layout.

  1. Go to Setup → Object Manager → [Your Object] → List View Button Layout
  2. Click "Edit" to modify the button layout
  3. Move "Export to CSV" from Available Buttons to Selected Buttons section
  4. Arrange the button position using the Up/Down arrows if needed
  5. Click "Save"