The VP of sales previously requested that the inside sales team cannot export reports.
However, one user, James Smith, will need the capability.
James will need to combine weekly sales data from an external system with the data in Salesforce using Excel, which will require exporting the data from Salesforce. This manual process will eventually be replaced in the next phase of the Salesforce implementation, but will be needed for the next 6-8 weeks. During this period, only James Smith will perform this operation.
50 other users currently share the same profile as James (this will not be reflected in your org).
- Login as James Smith. Run any report. The Export Details button is present.
- The profile that James Smith was assigned at the start of the exercise does not have the export reports privilege.