CRM On Demand - Administration (MOSC)

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Unable to finde under Export data for Financial Vertical the object Portfolio

edited Sep 25, 2014 5:00AM in CRM On Demand - Administration (MOSC) 3 commentsAnswered

Under the Import Export Tools, export all data option I cannot see the object listed at all.

The role has full access to the object Portfolio.

The default access and owner access profile both have r/e/d level.

However can export Portfolios lists and also have in Reports Portfolios History available to build historical reports based on it, but need to be able to export Portfolio Object !

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