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  I want to find out if I can create a link within the reports that once iI click on it you will go to an excel spreadsheet which can be updated regularly...is this possible?

 

Steve
1 Antwort
  1. 14. Juni 2011, 17:54
    Steve, you can export a report to excel or with the MS Office integration, log into salesforce.com from excel directly.  However, I am not sure that answers your question.

     

    You can customize the homepage for users to include "custom links" in a sidebar component.  You can copy/paste the URL from a documents stored in the docs tab, a dashboard, report, intranets, other websites, etc. 

     

    Hope this helps,

    Tim

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