Enable users to download the results from lens explorations and dashboard widgets as
Microsoft® Excel® (.xls) or comma-separated values (.csv) files. Enable users to subscribe to tables and receive email
with the table data in attached .csv files.
Required Editions
| Available in Salesforce Classic and Lightning Experience. |
| Available with CRM Analytics, which is available for an extra cost in
Enterprise, Performance, and Unlimited Editions. Also available in
Developer Edition.
|
| User Permissions Needed |
| To modify settings: |
Manage CRM Analytics |
To set up users to download data from CRM Analytics, complete the following steps.
-
From Setup, enter Users in the Quick Find box,
and then select Permission Sets.
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Select the CRM Analytics permission set where you want to add the permission, and click
Edit.
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Select System Permissions.
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Select Download CRM Analytics Data.
-
Click Save.
