Extract detailed insights and user-specific metadata that supports collaboration and informed decision-making through organized export files. With the new export option in CRM Analytics, you can download data from a lens or widget to an Excel file that contains information about the export. The Excel format with metadata can include the name of the user, the date and time of the export, dashboard and widget titles, groups and filters in the query, and the number of records downloaded.
Where: This change applies to CRM Analytics in Lightning Experience and Salesforce Classic. CRM Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.
How: To access the new export option, select Share on a lens or dashboard widget and then click the Download tab.