In this video, we will be showing you how to easily export a report in Salesforce.
This video is part of our Salesforce learning center. Find more like it here.
Exporting a Report to Excel in 3 Easy Steps
Exporting a report to Excel is necessary when you want to backup the data from the reports that you’ve generated. With reports piling up in your Salesforce account, it’s crucial to export it to Excel so you don’t lose all of the work your team has done for these reports.