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          Export Data Filter Results in Salesforce Spiff

          Export Data Filter Results in Salesforce Spiff

          Download the results of a data filter in .csv format from the Data Filter results in Salesforce Spiff.

          Required Editions

          Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
          Available in: Enterprise, Unlimited, and Developer Editions
          Available for an additional cost in: Professional Edition with Web Services API Enabled
          User Permissions Needed
          To export data filter results:

          A Spiff user role with this permission turned on.

          Designer Configuration: View

          Only synced connector fields are included in the exported file. Calculated fields created in Spiff aren't included. When you expand an object in Designer and review the fields, connector fields have a purple plug icon and calculated fields have a turquoise icon.

          1. In Designer, click Data, and select the Filters tab.
          2. Select the data filter view that you want to export (1), select the data you want to show, and click Export (2).
            Export filter results
          3. In the confirmation message that specifies the exported data, click the link to open the Export History page.
            If the message closes before you click the link, you can access the Export History page from the Data Sources tab.
          4. Hover over the export file that was created, click the three dots next to the Done status, and select Download.
           
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