How can I 出口数据 from 销售队伍 to Excel?

如何将数据从SalesForce导出到Excel?

在许多情况下,将SalesForce报表导出到Excel很有用,以便与同事共享数据或准备演示文稿。有一些内置的方法可以通过几个简单的步骤将SalesForce导出到Excel,所有这些都可以在登录SalesForce帐户后立即访问。

Exporting data from 销售队伍 to Excel is pretty simple, once in a report, select the menu arrow > export > Excel format > Export.

这将直接在Excel应用程序中打开报表,数据将在Excel电子表格程序中使用。

将报告导出到Excel

Starting with an open report that should be exported to Excel from 销售队伍 Lightning, find the arrow menu on the top right corner of the report, next to the edit option.

Now, in the popup arrow menu, select the export option, which will open the interface that will allow the export from 销售队伍 Lightning to Excel.

将选项导出为Excel格式

Now, there will be two different options for data export from 销售队伍, which are a formatted report, and details only.

Select the option you'd like better, and select the format of the export file, which in our case should be Excel format.xlsx, as we want to open the exported data from 销售队伍 Lightning to Excel spreadsheet.

其他选项是逗号分隔标准,或者在没有本地格式的情况下以逗号分隔,如果是不同的字符编码。

Do not forget to select the encoding if necessary, especially if you have stored in 销售队伍 some specific local characters, in which case the right file encoding must be selected.

例如,在西欧ISO,Unicode,日语,中文,韩语等之间选择正确的编码。

选择了导出到Excel的数据的不同选项后,单击“导出”按钮继续导出到Excel文件。

什么是格式化数据导出

The formatted data will export the report just like it was shown on 销售队伍 Lightning interface, including report header, groupings, and filter details.

The exported data report will hardly be usable for computing, as it contains extra information, and also some 数据格式化 that might be suitable for 销售队伍 only, but not for extra Excel calculations.

什么是详细信息数据导出

仅详细信息数据导出将仅导出数据行及其标题。

这是用于在Excel或其他电子表格程序上完成的额外计算的文件格式,或者用于在另一个程序中上载文件的文件格式。

导出的数据文件可直接用于过滤器,数据透视表或与其他文件的比较。

如何将SalesForce报告简单地导出到Excel?你可以将SalesForce导出到Excel吗?

将SalesForce报告导出到Excel is pretty easy in general, as all you have to do to perform a SalesForce导出到Excel is to open a report, find the export arrow, and select an Excel export.

The only real difficult that you will face during the SalesForce导出到Excel is to eventually select the right data that is necessary for your export.

Once the SalesForce导出到Excel has been fully performed, you will be able to play with all the exported data in your spreadsheet editor, but remember that the changes performed in Excel won’t have any impact on the data stored in your SalesForce account.

Yoann
关于作者 - Yoann
Yoann is an international business consultant. He helps businesses implementing their international projects, facilitating exchanges between various cultures, specialties, streams, and technologies. He thrives in designing, improving, adapting, innovating, and making solutions work, to satisfy clients. He created www.ybierling.com to share his expertise. He worked more than 10 years in international business development, global supply chain perfection, financial optimization, SAP ERP project deployment, and Web based business support for various industries, such as logistics, cosmetics, consumer goods, beauty care, or fashion, in more than 30 countries around the globe.
 

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