What profile permissions are required to export table data?

Gary BaileyGary Bailey Member
edited February 17 in Questions
I'm unable to provide my Partner Community Users with the ability to export table data to an Excel spreadsheet. When they try to export, they receive an insufficient privileges error. Does anyone know what permissions the Partner Community Profiles must have? Thanks! Gary

Comments

  • Gregg BaxterGregg Baxter Member
    edited February 17
    You can check and make sure that they have the necessary permissions on the object that houses the data.  It is highly unlikely that the user can see the data but cannot manipulate it unless the security settings have been set to Read Only for that profile. Edit the profile and check under Standard/Custom Object Permissions.  If you are using a default Community User Profile then clone it as SF does not allow you to change some settings in the default profiles as a protection for keeping a standard profile.  You can also check the permission sets and if there are any triggers set in the background preventing the user from performing the export.  Hope this helps?
  • Zach McElrathZach McElrath Skuad
    edited March 2017
    For Communities, main thing you will need to do is to find the ExportData Visualforce Page included in the Skuid package, and then make a local clone of it, as described in the "Prerequisites" section of this tutorial.

    Once you have created this Visualforce Page, you will need to assign this Visualforce Page to your Partner Community Profile(s).
  • Gary BaileyGary Bailey Member
    edited November 2017
    Thanks Zach! I changed the permissions on the ExprtData Visualforce page to include the Partner Community Profiles and it worked like a charm.
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