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Justin Reisinger Exporting Case out of Salesforce
Looking for Suggestions?
Is there a way to export a case out of salesforce or save a view of that case so that i may attach in an email externally out of salesforce. I have a unique scenario where it requires i have the case in Salesforce, however would like to attach the case in a seperate management system. I have through about and looked into simply "Print to PDF" however was wondering if there was a better way?
Is there a way to export a case out of salesforce or save a view of that case so that i may attach in an email externally out of salesforce. I have a unique scenario where it requires i have the case in Salesforce, however would like to attach the case in a seperate management system. I have through about and looked into simply "Print to PDF" however was wondering if there was a better way?
You can create a Case report with the fields which you want to display and then save and run the report and then click either the Printable View or the Export Details button to export outside the salesforce.
You can also dowload and install Excel Connector and link to the newly created case report.
Excel Connector is for Professional, Enterprise, Unlimited and Developer Editions:
http://wiki.developerforce.com/index.php/Force.com_Excel_Connector
Thank You