Salesforce IdeaExchange
Reports: Conditional Rules/Filters for Conditional Highlights
Would like to be able to select standard/custom fields in the “summary tools” section when creating a report and have a rules/filters for each row.
For example: I track Duration or Age of Case based on its Severity/Priority
Summary Totals Low Color Low Breakpoint Mid Color High Breakpoint High Color
Severity = P1 Green 1 Yellow 2 Red
Severity = P2 Green 15 Yellow 30 Red
Severity = P3 Green 90 Yellow 180 Red
We have a formula that provides a flag change based on these required times based on the case severity but would like to transfer this same visible display into the conditional highlight on the reports.
Using the example above, if I had an entry with a duration/age of 28.75 days in the Major row then it would be highlighted in yellow and about to turn red. This chart shows that we provided a fix in less than 30 days on average, which is within our standard requirements for a “major”.
Add lookup feature for Account filter on reports
When running a report and filtering on "Account Name" you have type in the name of the account. Even if you use "equals" or "starts/contains" you almost have to field the account name first, cut/paste and then add to the filter.
If you had a look up push pin as with a drop down list fields then this would be helpful and then you can search on and select the account name while staying on the report filter screen.
Auto-populate "Look-up" Fields
If you add a custom "lookup" field to your page layout it would be nice to have the data associated with the "lookup" to automatically populate when you select the "search" pushpin.
For example, If I have a contract lookup on my Acct page and I have 5 contracts associated with the Acct then when I select the search pushpin it should default to those five contracts to choose from and not the entire database.
The relationship between the contract and acct already exist we just need the search to list what is already known in the system.
Thanks,
Auto disable contacts when contract expires or account flag is set
Would like to auto disable customer portal/SSP users login access when their contract expires or when a flag is triggered on the account record.
Delete Internal User from SFDC List
Would like to be able to delete internal users from SFDC. Because of turn-over, departures, etc....our user list is growing and it would be nice to not display someone who hasn't worked at your company for 1 year. We've created an "Inactive" status but it would be better to just remove those entries and keep the list clean.
CC EMAIL Field to Task Owner or Customer of Case Comment Update
Would like to add a cc field on the case (both internal/external) for case comment notifications.
Externally, this is needed because more than the user who opened the case wants to be notified when a case has been open, updated or closed. Their internal user group for our product wants to be notified. We've created some user id's as global users that they control but we prefer cases to be opened using the individual id and not the global id. We mainly use the global ID for mass mail. It would be nice to have a cc field that we can send to "originator and cc" to on notification updates.
Likewise, we may create a TASK off of a CASE for engineering support. As long as the TASK is opened it would be nice to send the TASK owner an update whenever the case has been updated by the case owner or originator/customer.
Thanks,
Z Axis and Trend Lines on Charts
Would like to have a third option when charting data "Z" axis and be able to provide a trend line on data populated.
Unique Drop Down List Field
I don't see where SFDC has taken into consideration "Site" level vs. "Acct" level. Yes, you can create a parent/child relationship but based on where you place your user/customer determines on what that person can see on the account level, which is what everything really is an Account.
The problem we have is our customer base is not "flat", its not a 1:1 sale from us to them but a 1:N sale so there maybe one Corporate site or HQ but multiple sites locations where equipment is being monitored. I can place all my users/contacts at the Corporate/HQ level to see every site below them but they can't enter a case against that site from a drop down list. We've created a txt field for site/issue location but as you are aware txt fields will allow anything.
I would like to see a drop down list that is unique to the object it resides in.
Customer A has a Site location drop down list of 5 customers
Customer B has a Site location drop down list of 50 customers
Both Customer A & B have the same field name "Site Location" but the drop down list is unique to their account.
Customizing AppExchange add-ons
Since AppExchange are stand alone packages that we pull into SFDC, it would be nice if we could give admin access to those applications outside of the standard CRM/Sales package from SFDC.
For example, if I pull in Enrollments/Classes from AppEx and I'm the SFDC admin, then I'm the only one who can make changes/add fields etc to that application. I'm not the user of the application and would like to extend rights to make changes by that group or Director/Manager to make those changes specific to his application and at the same time not give them access rights as a ADMIN to the entire system.
Therefore, I would like to separate AppEx Customer Objects rights from stand CRM rights as a ADMIN.
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