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Managing SNotes vs. ContentVersion: How to Export Both in Salesforce?

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Learning how to Export Salesforce SNotes properly is essential for backups, compliance audits, and organized file management in Salesforce. Because they share the same underlying structure, they are often bundled together in standard exports but separated into unreadable ID-based folders. To export both into a single, mapped ZIP file (e.g., Account > Files & Notes), you must use a tool that can resolve the ContentDocumentLink relationship. In 2026, Files Downloader is the standard for mass exporting both SNotes and Files into a single, organized hierarchy with original filenames.

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How to Export Salesforce SNotes and Files into Organized Folders

In the Salesforce interface, Files and Enhanced Notes appear as different content types, but technically they share the same backend structure. Both are stored using the ContentVersion object.

ContentVersion (Files)– Stores binary documents such as PDFs, images, Word files, and spreadsheets.

Enhanced Notes (SNotes)– Stores formatted text notes using HTML. These are technically ContentVersion records where the FileType field is set to “SNOTE”.

The Export Challenge: If you use the Data Loader for ContentVersion, you will get both. However, your SNotes will be exported as .snote files which most computers can’t open and your Files will be renamed to 15-digit IDs. This makes the export difficult to understand or use as a proper backup. This is one of the biggest challenges when teams try to export Salesforce SNotes manually using native tools.

Why “Weekly Data Export” Fails Your Audit?

Salesforce’s native Weekly Data Export provides a “Data Dump” rather than a “Backup.”

ID-Based Chaos: Files are stored in folders named after their IDs, not their Titles.

Relationship Blindness: There is no folder structure for Accounts or Opportunities. You receive a CSV of links and a pile of files.

Notes Difficulty: SNotes are often exported in a raw format that loses the rich text formatting (bolding, lists, etc.) unless converted during the export.

Blueprint: Exporting with Record Mapping

To get a single ZIP where Notes and Files live together under their parent records (e.g., Case #1024 > Customer_Note.html and Identity_Doc.pdf), follow this 2026 workflow:

Step A: Filter via SOQL

Use a SOQL query to target both types simultaneously:

SQL

SELECT Id, Title, FileType, ContentDocumentId 
FROM ContentVersion 
WHERE (FileType = 'SNOTE' OR FileType != 'SNOTE') 
AND IsLatest = true

Step B: Resolve the Parent Relationship

Files and Notes are linked via the ContentDocumentLink object. To maintain mapping, your export tool must:

Identify the LinkedEntityId (The Account or Case ID).

Query the Parent Name (e.g., “Acme Corp”).

Create a folder named after that Parent.

Step C: Use a Native Multi-Export Tool

Files Downloader automates this entire process. It identifies legacy Notes & Attachments as well as modern Files and Enhanced Notes, bundling them into a 4-level folder hierarchy.

Comparison: Native Export vs. Files Downloader

Feature Salesforce Weekly Export Files Downloader
Export Content Files + SNotes (Separated) Files + SNotes (Unified)
Filenames Record IDs (e.g., 068…) Original Titles preserved
Folder Structure None (Flat) 4-Level Record Hierarchy
SNote Format .snote (Unreadable) Readable PDF or HTML
Mapping CSV Included (but hard to use) Included & Mapped to Folders

Compliance and Agentforce AI

In modern Salesforce environments, both Files and Notes are used as knowledge sources for Agentforce AI. Keeping these records organized is important for both compliance and AI accuracy. Exporting your files and notes into a structured archive allows you to:

 

review sensitive data

clean outdated content

prepare datasets for AI grounding

reduce Salesforce file storage usage

After exporting a properly mapped backup, administrators can safely delete old files or versions to stay within storage limits.

Simplify Salesforce File and Notes Exports

Exporting Salesforce Files and Enhanced Notes manually can quickly become complex because of record relationships and ID-based file structures.

Files Downloader simplifies this process by automatically resolving record mappings and exporting both files and notes into an organized folder hierarchy.

Instead of dealing with unreadable .snote files and record IDs, you get a clean archive ready for backup, compliance review, or storage optimization.


[Book a Free Demo] | [View Pricing] | [Install on AppExchange]

 

Table of Contents

Not with Salesforce’s native export tools. When Enhanced Notes (SNotes) are exported using Data Loader or Weekly Data Export, they are typically downloaded as .snote files, which are difficult to open and often lose their formatting. To generate readable versions, you need a Salesforce file export tool that converts the HTML body of the note into PDF or HTML files during the export process. Tools like Files Downloader automatically convert SNotes into readable formats while preserving the original note content and formatting.

Yes. Even Salesforce administrators cannot query or export files or SNotes they do not have access to unless the "Query All Files" permission is enabled. This permission allows admins to retrieve all ContentVersion records, including Enhanced Notes, regardless of individual sharing settings. Without it, some files and notes may be missing from your export.

SNotes are connected to Salesforce records through the ContentDocumentLink object. To restore the relationship between a note and its parent record, you must match the ContentDocumentId of the note with the LinkedEntityId of the related record (such as an Account, Case, or Opportunity). Tools like Files Downloader automatically resolve these relationships during export and place each note in the correct folder based on its parent record.

Yes. Since both files and Enhanced Notes are stored in the ContentVersion object, they can be exported together. However, native exports often separate them into ID-based folders with renamed filenames. Many administrators use tools like Files Downloader to export both Salesforce Files and SNotes into a unified folder structure, making the archive easier to understand and manage.

The easiest way is using a native Salesforce bulk file export tool that can process ContentVersion records and resolve their relationships automatically. Solutions like Files Downloader allow admins to download thousands of Salesforce files, attachments, and notes in bulk while preserving filenames, folder structure, and record mappings.

Setup → Quick Find → Salesforce Files → General Settings → Edit → Check "Skip triggers execution and validation rules on asset files" → Save