In Salesforce Classic, click the Printable View link located in the upper right corner of most detail pages. In console apps for Salesforce Classic, click the print icon to open a record's printable view. In Lightning Experience, click Printable View in the action menu.
Full Answer
How do I print a Salesforce record?
You can print Salesforce records from most detail pages. In Salesforce Classic, click the Printable View link located in the upper right corner of most detail pages. In console apps for Salesforce Classic, click the print icon to open a record's printable view.
How do I create a printable view in Salesforce?
In console apps for Salesforce Classic, click the print icon to open a record's printable view. In Lightning Experience, click Printable View in the action menu . If you previously customized the Salesforce Mobile and Lightning Experience Actions section of a page layout, you have to manually add Printable View to that section for it to appear.
How to search for reports and dashboards in Salesforce?
Search for Reports and Dashboards from the Reports Tab in Salesforce... Report on Chatter Top 100 Feed Item Views with Interaction Count... Report and Dashboard Limits, Limitations, Allocations, and Technical...
How to provide individualized views of a dashboard in Salesforce Lightning?
Provide Individualized Views of a Dashboard in Salesforce Classic... Expand Dashboard Components to See a Larger Version in Lightning... Dynamic Dashboards: Choose Who People View a Dashboard as in... Set Decimal Places for Numbers in Dashboard Charts, Tables, and... Share an Image of a Dashboard Component on Chatter in Lightning...
Can I export chart from Salesforce?
Although it isn't possible to export a single chart or entire dashboard using the "Export" or "Printable View" buttons, there are a number of workarounds outlined below. Save the static image of the component which you can use to view or print from your computer.
How do I download a chart from Salesforce?
Create a dashboard. Add report to dashboard. Open the chart in full screen. Press button download (it will download with full chart in png file)
How do I export a chart from Salesforce to Excel?
How to Export Salesforce Data to Excel with Ascendix Search:Search data you need or simply open your saved list view.From the search results page select Export to Excel* from the top right.More items...•
How do I print a report in Salesforce?
Click Printable View from the report's run page.From the browser dialog, do one of the following: Open the report with your browser and use your browser's print function. Save the file in Excel and use the print option in Excel.
How do I export a salesforce report to PDF?
If a report export times out, create a copy of the report....From Reports, next to the report you want to export, click. | Export.Choose an Export View. ... If exporting as Details Only, select Excel Format . ... Click Export.If prompted by a browser dialog, select a location and save the file.
Can we export data from Salesforce to Excel?
Exporting data from SalesForce to Excel is pretty simple, once in a report, select the menu arrow > export > Excel format > Export. This will directly open the report in the Excel application, and the data will be usable within Excel spreadsheet program.
How do I extract list view in Salesforce?
Salesforce: List View SharingGet the "fullName" From Workbench: - select Info | Metadata Types & Components. - select Listview from the dropdown. ... Prepare XML file. Copy following XML and save it to a file called "package.xml"
How do I import data from Salesforce to Excel?
Open MS Excel, go to Data -> Get Data -> From Other Sources and click on From ODBC. Choose the Salesforce Data source that you have configured in the previous section. Click on OK, you should now see authentication window as below. Fill in your username and password and Click on Connect.
How do I export to Excel?
Choose File > Export > Save Project as File, and under Other File Types, double-click Microsoft Excel Workbook. (In Project 2010, choose File > Save As, and next to Save as type, choose Excel Workbook.) In the Save As dialog box, pick a location for the workbook.
How do I enable printable view in salesforce lightning?
How do I enable List View Printing in Lightning? Setup ->Object Manager ->Search Layouts for salesforce classic -> list View -> Printable View check the checkbox.
How do I export a list in salesforce?
Click Subscribers.Select the checkbox next to the list.Click Export.Click Next.Complete the File and Delivery dialog box. Note Use FTP for lists greater that 850 subscribers.Click Next.Choose the data to export by moving the desired attributes from the box on the left to the box on the right. ... Click Export.More items...
How do I export data from a workbench in salesforce?
In this blog post, we see how to export salesforce data in the CSV file format from the workbench.Login to workbench.Hover over on queries menu item and select SOQL query.Select View as: radio input field as Bulk CSV.Write your query in the Enter or modify a SOQL query below input field.More items...•
What is Visualforce Charting?
Visualforce charting gives you an easy way to create customized business charts, based on data sets you create directly from SOQL queries, or by building the data set in your own Apex code. By combining and configuring individual data series, you can compose charts that display your data in ways meaningful to your organization.
Does Salesforce have a dashboard?
Salesforce provides a number of dashboards and reports, which support a variety of business charts. These charts can be simpler to create and customize because they do not require programming in Visualforce or Apex.
