Reports and Dashboard Salesforce Sales Cloud


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November 14, 2024

Reports and Dashboard Salesforce Sales Cloud

Sometime we need to export data from a Salesforce record into an Excel or CSV file for some business requirements. So in order to fulfil this requirement, we need some bridge between Excel and Salesforce. With the help of the LWC component in quick action, this is possible. We have added a quick action button on the top of the record page. With a click of the button, we will get an Excel file with all the data for that particular record.

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