Salesforce Lightning Expert Needed: Troubleshoot Report Export Issue & Dashboard Setup

Posted 3 weeks ago

Worldwide

Summary

We are looking for a Salesforce expert to help us troubleshoot a reporting and data extraction issue. We have successfully built the custom Leads and Opportunities reports we need in Salesforce Lightning, but our specific user account (which holds a standard Sales profile) does not have the ability to export the data to a CSV or Excel file. Scope of Work: We need an experienced Salesforce consultant to jump on a brief screen-share call to review our setup and provide a professional solution. The successful freelancer will provide the following: Diagnosis & Technical Documentation: Identify exactly why the export function is restricted for this user profile. We need you to draft the precise, technical support ticket (detailing the specific permissions, such as the "Export Reports" profile setting) that we can submit to our internal corporate IT department to have the feature enabled. Alternative Native Solutions: While we wait for IT to process the permission request, we would like guidance on native, compliant alternatives within Salesforce. For example, please walk the user through setting up a Dashboard widget or scheduling an automated report delivery to their email, if those permissions are currently active. Requirements: Deep understanding of Salesforce Lightning report builder, user profiles, and permission sets. Fluent in English and available for a brief screen-share consultation. Note: You will not be given direct login credentials. All troubleshooting must be done collaboratively via screen share (Zoom/Google Meet) using the client's screen. To Apply: Please start your proposal with the exact phrase "Lightning Export" so I know you are a real person who has read the full project description. Briefly outline your experience with Salesforce permission troubleshooting and confirm your availability for a 15–30 minute screen-share session.

  • Less than 30 hrs/week
    Hourly
  • < 1 month
    Duration
  • Intermediate
    Experience Level
  • $15.00

    -

    $40.00

    Hourly
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Salesforce CRM
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:5 days ago
  • Hires:
    1
  • Interviewing:
    6
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Aug 5, 2021
  • United States
    Irvine6:16 AM
  • $18K total spent
    42 hires, 16 active
  • 1,190 hours

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