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Customer experience | Sales, Customer Insights,...
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Limiting excel to export data

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Posted on by

Hi, 

I need users to be able to read records they don't own but not to export them.

Is there any way to achieve this?
Any help would be appreciated.
Thanks
I have the same question (0)
  • Suggested answer
    Charan Raju C R Profile Picture
    7 Moderator on at
    RE: Limiting excel to export data

    Hi Shivii,

    Export to Excel can either be turned-on or turned-off under security role for all the records users have read access. We cannot restrict to export only the records owned by the users.

  • CRMQQ Profile Picture
    on at
    RE: Limiting excel to export data

    Thanks so much.

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