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FAQs | Terms of Use8282 Ideas; Promoted 177418 Times; 17086 Comments.
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Layout abilities / HTML in Solution text
It would be helpful to layout the text of Solutions, so that it is better to understand for customers. For instance by having the ability to make a HTML versions of Solutions
Schedule Emails to be sent on certain dates
It would be nice to be able to schedule emails to be sent to a client on certain days. We send out a series of four emails. 1) When a client subscribes 2) after one week 3) after two weeks 4) after three weeks. At this time we have to schedule a task so we know which day to send each one.
It would be helpful if SalesForce allowed users to set dates all at one time to distribute those emails, so the user doesnt have to create 60 tasks for 20 customers just to send a series of email.
Example: Send 2nd Email scheduled 1/8/2007, Send 3rd Email scheduled 1/15/2007, Send 4th email scheduled 1/22/07
The user would specify which email needs to be sent on each date with any attachments, but doesnt have to think about it after entering all the dates the first time. SalesForce would automatically send on the days specified.
Define Workflow trigger Rule Critera using a Field Value OR Formula
The Workflow would be more useful if the Rule Criteria used to establish when an action needs to occur could be defined using either the existing field-specific values, or using a formula.
Using a formula, workflows could be triggered when:
- the value of a field is changed i.e. using 'ISCHANGED);
- the values of two or more fields are compared i.e. if FieldA= FieldB
- the prior value of a field is the trigger i.e. using PRIORVALUE
Currenltly this functionality is available later in the process, but only on Update Field, and only on text or number field updates. It enables you to add more detailed conditions. The proposed functionality would move add these conditions to the start of the process and enable tasks, emails and other field updates (e.g. checkbox, picklist) to be triggered with the same detailed conditions.
More Advance Notice of New Features
Send the admin preview/feature overview six weeks in advance of the release.
Spring '07 Admin Preview (index):
http://blogs.salesforce.com/features/spring_07_release.html
Combine the Admin Preview with the Release Notes
Combine the release notes and admin preview/feature overview.
Spring '07 Admin Preview (index):
http://blogs.salesforce.com/features/spring_07_release.html
Spring '07 Release Notes:
http://na1.salesforce.com/help/doc/en/salesforce_spring07_release_notes.pdf
PDF Version of Admin Preview
A PDF version of the admin preview/feature overview is sufficient in advance of the release.
Spring '07 Admin Preview
Web Version:
http://blogs.salesforce.com/features/spring_07_release.html
PDF Version:
http://success.salesforce.com/files/AdminPreview_Spring07.pdf
See All Records in a View or At Least the Amount
Selecting a view, whether it be leads, accounts, projects, cases, activities, etc., we constantly click "more records per list page."
It would be helpful to have two things:
1. A total of how many records appear in a view.
2. The ability to select how many records you would like to appear on one page in the view.
Setup Tree On Custom Objects
It would be really great if we had the option to view the same setup tree for Custom Objects that we have for Standard Objects. While the current combined setup page for Custom Objects works fine for small objects, when you get a lot of custom fields and page layouts for a custom object the setup page gets WAY too long, and you waste a lot of time scrolling up and down. I would like to have the option to to use either the custom object setup page, a setup tree like standard objects have, or BOTH.
Anyone else think this would make it easier to work with large custom objects?
Add Field To Search Layouts As Part of New Custom Field Wizard
It would be incredibly helpful if we could add a new custom field to any search layout as part of the New Custom Field wizard, like you can add fields to any page layouts through the wizard.
This would make new custom field creation much more efficient, especially on custom objects, where no fields are shown on search layouts by default except for the record name.
Would anyone else find this helpful?
Formula Editor for Email Templates
It would be really great if we could embed formulas in email templates. There are certain situations where we only need a calculated value on an outbound email, and being able to embed the formula in the email instead of putting on the parent object would be much better.
For instance, say we wanted an email template to say that a response was required by 7 days from today - we would have to make a custom formula field for every object that might use that template, and then create separate templates for each object!! What an incredible was of Saleforce.com resources (storage, processing power, network bandwidth, etc.!!)
If we could embed the formula in the e-mail template, we would only have to create one template, no custom fields, and the formula would only be calculated when the email template was used!!
Time Based Email Workflow with Custom Date Fields
Introduce a mechanism to allow time based workflow using a custom date/time field on Activities.
For example, I have users who wish to schedule an email to be (e.g. sent to a lead) in the FUTURE as a followup task, and they want that lead to be emailed automatically (with intervention before the scheduled date to turn it off, etc). The workflow I envision would work like this:
1. Admin sets up a custom checkbox field on the Activity allowing users to schedule an email. Also, a custom date/time field for when the email would be sent (and possibly even fields for custom email address, body, etc).
2. When the date triggers, the checkbox is evaluated and if checked the email is automatically sent.
A scheduled email activity list would be helpful to see all the pending actions that will take plan, and when. This would be valuable when and if Salesforce introduces an Activities tab to summarize all activities, but that's a longer story.
There is a feature today that allows you to "send a notification email" about a change happening TODAY (Now) but there is no way to send an email to the Lead themselves on a future date, similar to the way you might schedule reminders. So this is a gap item in our workflow.
Thanks.
Tags for IdeaExchange in addition to the standard Categories
I think we should have a small number of top level categories on IdeaExchange.
Then we should add support for hundreds of community generated tags. I think this would be better for the community in the long run as ideas shift over time.
track my votes
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