I have a custom profile. I want that profile users to able to export data using "Data Export" link under setup menu. But that link is not visible to that user. How can I make that link visible to my user.
[SalesForce] Data export permissions for custom profile
Related Solutions
Try using ?export=1&enc=UTF-8&xf=xls for the query string.
e.g. /00Oi0000002vZ5W?export=1&enc=UTF-8&xf=xls
You might want to change &enc=UTF-8 with &enc=ISO-8859-1 depending on the file encoding you want.
You can also get a CSV by changing the xf parameter to &xf=csv.
In a custom button or link using window.open will prevent the current browser window being redirected.
window.open('/00Oi0000002vZ5W?export=1&enc=UTF-8&xf=xls');
You can export parent and their parent attribute values from Child object.
But from the parent, you cannot export child object related attributes.
You could move to 5 levels up to the Parent or related objects.
As we cannot query foreign key relationships more than 5 levels away from the root SObject
so, maximum up to this level is supported from Quote:
Opportunity.Account.Parent.Parent.Parent.Name
In the below example I have shown how to move from
Quote --> Opportunity --> Parent Account --> Parent.Parent.Account
Example
SELECT Id, Name,
OpportunityId,
Opportunity.Name,
Opportunity.Account.Name,
Opportunity.Account.Id,
Opportunity.Account.ParentId,
Opportunity.Account.Parent.Name
FROM Quote
Results
Best Answer
The help says that the profile needs the 'Data Export' permission, but unfortunately there isn't a permission with that name. There is, however, a 'Weekly Data Export' permission - if you enable that permission for the custom profile, that will allow access to the Data Export setup option.
One point to note, from the help: