Export data directly from lenses and widgets that use data from Data 360 objects, such as data lake objects, data model objects, and calculated insights. Save up to 50,000 rows as an Excel or CSV file to use offline features, such as applying advanced filters, integrating with external tools, and performing complex calculations.
Where: This change applies to CRM Analytics in Lightning Experience and Salesforce Classic. CRM Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.
Who: To download Data 360 data as an Excel and CSV file, you need the Download CRM Analytics Data permission.
How: Select a widget that contains data from a Data 360 object. From the widget’s action, click Download. You can download the data in Excel, Excel with Metadata, or CSV format.
The Excel with metadata file includes the filters applied, groupings applied on columns, and count of records.