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Product Update

Export All Visible Salesforce Fields

A new export option in ClientSuccess lets you export all columns plus every Salesforce account field marked visible, putting the right data at your fingertips.

Export All Visible Salesforce Fields

Input: What we enhanced

We have added a third export option that allows you to export all Salesforce account fields that are marked as “visible” under the app settings.

How it works

Admins and managers can determine which Salesforce account fields are visible under app settings. Once marked visible, all users have the ability to use the new third export option which includes all columns plus all visible Salesforce account fields.

Benefit to you

You now have access to a data export that includes all columns plus all Salesforce account fields, giving you the right data at your fingertips to gather insights and make the right decisions.

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ClientSuccess

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