Please Login with your Salesforce ID to post, promote or comment.
Salesforce IdeaExchange
FAQs | Terms of Use7890 Ideas; Promoted 165896 Times; 15895 Comments.
- Suggest a New Product Concept
- Promote Ideas That You Want to See Developed
- Discuss With Product Managers and Other Users
- See What We Are Planning To Deliver
all Ideas
Subscribe
Ability to define WorkFlow on Secondary Objects
We need to be able to define workflow rules against secondary objects, such as Case Comments, Notes, Attachments etc.
This is critical to being able to deliver a complete Case/Opportunity/Account management process.
Mark Reports with the Report Type that Created it
With so many Standard and Custom Report Types it can be extremely difficult to teach users how to "fish" and create reports for themselves. Have you ever tried troubleshooting a report someone has handed you when you have no idea which report type they started with? Let's make it simple and put the name of the report type somewhere in the report wizard, or at the very least on each report.
Yeah, I know, you could just send the example report to everyone and their Uncles, letting them deal with it. But really, wouldn't it be better to let them see the report type and say, "Okay, so THIS report type ain't got the fields I need."
Report Filters Should Be Able To Compare Fields To Each Other
Instead of just being able to compare fields to values, there should be a way to compare them to other fields. For instance, if "Amount is great than Annual Amount" (Custom field). As opposed to just "Amount is great than 'some value'"
Build Email Template - Send Yourself a TEST Email
When I build an email template, I have to open a new screen, pick a sample lead and send myself a test mail template to make sure the formatting is correct and it looks ok.
Salesforce should include a button on the template that says, "Send Test Message" just so you can see how the mail will turn out.
Smart "Customize" Button on Reports
Create a dropdown that makes it easy to jump to any step in the Report Wizard.
Blank spaces in Page Layout
A number of times I have been requested to line up fields horizontally with each other. This can only be done if there are fields above the desired horizontal line up. I propose that SFDC make blank fields available to be added to page layouts so that the placement of fields is more flexible.
I think the picture explains what I want better than I could in words.
Edit-in-Place for the page layout editor
Admins & app builders, wouldn't you like to be able to edit a page layout directly from the end user interface? Just one click rather than four clicks to get to the page layout editor?
The ability to use a picklist value in a formula field without ISPICKVAL
Currently, it is not possible to use a picklist in a formula field just by inserting the merge field. Creating a text formula field, one would think that it is possible to display a value of picklist just by inserting the merge field into the formula. However, without using the ISPICKVAL function a picklist cannot be used in a formula field.
Please add the ability to use a picklist in a formula field without using the ISPICKVAL function.
Web-to-ANY Object Wizard (like Web-to-Lead)
Much like the Web-to-Lead or Web-to-Case functionality that exists, it would be useful to have a Web-to-Object functionality. This would be useful to allow users to insert records in an object over the web, especially a custom one.
It would also be nice to include Auto-Response rules much like Leads and Cases so communication could be automatically triggered.
Salesforce.com Certification Program
In the 5 years that I've been my company's salesforce.com administrator, my fellow employees have been able to obtain industry recognized certifications from Oracle and Microsoft. At the same time as improving their skill sets, these certifications improve their opportunity for job security, career advancement and better compensation. My salesforce experience doesn't mean as much during my HR review as my friend's Microsoft certification. And I don't want to be penalized for focusing on salesforce.com instead of SQL, .NET or Oracle.
I know that you have some courses available but it's easier to get funding for courses that are part of a certification program that a stand alone course. And how about a self study option for some of the classroom courses?
Salesforce has a certification program for partner companies but how about one for the system administrators that actually make your product work for your customers?
Thanks.
Aiden
Multiple Contacts to be allowed on one activity, be it a task or event! Please!
Our sales reps have meetings where they could literally speak to thirty contacts or have tasks where they could involve 30 contacts. We too, want to track that activity. We want our reps to get credit for all thirty of those talks but we all know our sales people, they don’t want to take 20 to thirty minutes to log the same activity 30 different times. Having the ability to clone activities, tasks and events, and change the contact would be a huge improvement. The best solution would be the ability to add contacts in the same fashion you can add contact roles to an opportunity. This would mean that when running a report for the rep for their activity on the account this activity would show 30 times, once for each contact. The history would also show on the contact record. I cannot tell you how much easier this would make our reps lives!
Assignment rules don't work with Inline Edits
Assignment rules don't fire with inline edits and thus inline editing of cases and leads doesn't make much sense. It'll be great if we could have assignment rules work when an inline edit is saved.
Subscribe
POST IDEA
TOP USERS