How to export report to excel in Salesforce
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- Опубліковано 7 вер 2024
- #SalesforceReport #ExportReportToExcel #SalesforceReportToExcel
In this Salesforce Video Tutorial, I will explain how to export reports to Excel in Salesforce. To Share the report with multiple users there is one common way that is using Excel.
I will explain the Need to export report to excel in Salesforce and also explain the:
1. Export report to excel in Salesforce Lightning
2. Export report to excel in Salesforce Classic
with practical step-by-step implementation with examples.
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how do I export ONY MY Opportunities into a report?
For that you need to add a filter in report, to do so, click on the Filter tab on left side > click Show Me > select My Opportunities > click Done.
Can I import or clone a report from one org to other
We cannot do it directly, for that we need to use third-party tools, like Gearset, Copado, or Flosum might be helpful.
there is no longer the optiion to export in the drop down menu
make sure you have created a custom report and have access to that report