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DealerTeam

Extract Data from the Deal or Claim

Goal

Extract Data from the Deal or Claim object by using the Data Extract Wizard custom lightning component. The data is will be in the form of  a downloadable TSV spreadsheet format compatible with Great Plains software.

After reading this article you will be able to use the data extract wizard.

 

Prerequisite: Before reading this article Add the Data Extract Lightning Component to a Custom Lightning Page.

 

Step One: Use the Data Extract Wizard

  1. Enter the Start Date.
  2. Enter the End Date.
  3. Select the desired object.
  4. Click Extract.

Data Extract Wizard.png

 

Note: When the End Date field is left blank the extract data is set to one day by default.

 

TSV File

  1. Click the link to download the file.

2 Data Extract Wizard.png