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Customer experience | Sales, Customer Insights,...
Suggested Answer

Export to Excel Button Missing for Opportunity Entity

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Posted on by 14

Hi Experts,

I am experiencing an issue where the "Export to Excel" button is not visible on my Opportunity table. This functionality works correctly for other entities, but it seems to be missing specifically for Opportunities.

Here are the details:

  • I have verified that the security roles assigned to me include the necessary permissions for exporting to Excel.
  • I have also checked the Ribbon Workbench but could not locate the Excel buttons (both Import and Export) for the Opportunity entity.

Could someone please assist in identifying why the Export to Excel option might be missing for Opportunities and suggest possible solutions?

Thank you in advance for your help.

Best regards,
RidSon

I have the same question (0)
  • Suggested answer
    CU31011808-1 Profile Picture
    4 on at
    Hi RidSon,
     
    It is there if you select a record. So just select all records if needed.
  • Suggested answer
    Amit Katariya007 Profile Picture
    10,409 Moderator on at
    Hello User,
     
    Can you check your ribbon using the RIBBONDEBUG=TRUE by referring below article.
     
    It will provide you a insight regarding to the ribbon.
     
     
    Thank you,
    Amit katariya

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