Enable users to download the results from lens explorations and dashboard widgets as
Microsoft® Excel® (.xls) or comma-separated values (.csv) files. Enable users to subscribe to tables and receive email
with the table data in attached .csv files.
Required Editions
Available in Salesforce Classic and Lightning Experience.
Available with CRM Analytics, which is available for an extra cost in
Enterprise, Performance, and Unlimited Editions. Also available in
Developer Edition.
User Permissions Needed
To modify settings:
Manage CRM Analytics
To set up users to download data from CRM Analytics, complete the following steps.
From Setup, enter Users in the Quick Find box,
and then select Permission Sets.
Select the CRM Analytics permission set where you want to add the permission, and click
Edit.
Select System Permissions.
Select Download CRM Analytics Data.
Click Save.
Note Complete dashboards can be downloaded only as images.
Note To subscribe to tables and receive email with table data in attached .csv files, users need
both the Download CRM Analytics Data and the Subscribe to CRM Analytics Assets
permissions.
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