Loading
Prepare for Email to Become the Default Login ExperienceRead More
Contact Center
Export an Intelligent Forecast

You are here:

  1. Salesforce Help
  2. Docs
  3. Contact Center

Export an Intelligent Forecast

Export your intelligent forecast as a CSV file.

Required Editions

View supported editions.
User Permissions Needed
To view, create, edit, and delete intelligent forecasts: Workforce Engagement Analyst AND Workforce Engagement Planner

Before exporting, you can use the Queues filter to limit the forecast data included in the export.

Your export can't exceed 40,000 records. If your export reaches this limit, filter your data further, and try the export again.

Note
Note You can't export an intelligent forecast that uses a monthly interval.
  1. From the App Launcher, open Intelligent Forecasts.
  2. Open the forecast that you want to export.
  3. Click Export.
  4. Click Export to confirm.

The CSV file downloads to your default downloads folder.

 
Loading
Salesforce Help | Article