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Mary Findlater (Tipalti) a posé une question dans #Forecasting

Hi all!  Is there a way to export the tables shown in the grid for forecast and pipeline inspection?  There is no export feature on the pages and I need the raw data.

2 réponses
  1. 29 oct., 14:33

    Hi @Robin Yang, I use SOQL queries all the time for swift data analytics as an Admin, but this is not the best for UX. I actually got this asked by our business users again today as it is much faster for them to filter their Opps from Pipeline Inspection than using Reports. It would be great if Salesforce could develop this featured as an Export button on the Pipeline Inspection UI.

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