Salesforce IdeaExchange
Validation rule/formula to validate URL resolves to web page
Problem: Field of type = URL; how to tell user whether the URL they entered actually refers to a valid URL (not a 404 - page not found)
Example: User enters www.fooo.com (they mistyped, it should have been www.foo.com – a valid URL)
Goal – Display error message when user saves record “There is no web page available for the URL you entered, check your spelling”
We should be able to get this support without needing an APEX class
Salesforce Content - full sibling of all other SFDC objects - Formulas/Workflow/API/Apex/Reports
SFDC Content does not operate as a full sibling of other SFDC objects. This creates all sorts of issues in building business processes around the documents
In SFDC terms, we would like to see Content objects be manipulated via:
* Validation rules
* Formula rules
* Workflows
* Triggers and APEX classes
* Reportable from parent objects (which Accounts have a Content record?)
Examples:
Example1: Every time a Content record is uploaded, send an email to a system/user with the SFDC id of the newly loaded record. The recipient can then extract the Content record via SOQL and save in an enterprise document management system
Example2: Run validation rules on the Content title to see that it conforms to naming conventions. For example, the title must contain yyyy_mm_dd at the end of the title.
Example3: Allow the SFDC Web Services API to accept SOQL queries to add/update/delete Content records
Example4: Allow reports to be created that find all Accounts without a Content record in the NDA workspace
Inline editing - multi-select picklists - dialog window is too small
See picture.
If you have a multi-select picklist with longer-than-average picklist choices and you use inline editing, the dialog window that appears does not horizontally scale to fit the required space.
reported on Firefox 3.01
Salesforce Content - Show all Accounts with/without Content
It is great that we can now do Reports (as of Summer 08) from the Content object...for example, for each Content record, is there an associated Account (assuming there is a lookup relationship from Content to Account)
However .... we can still not do the following:
1. Do this report:
Show all Accounts and and whether they have an associated child Content. In effect, find Accounts where the signed 'Account Application Form' was/was not uploaded via Content
2. Include the Description field in the Content record in the Content reports
Add enhanced search check box to Search module
As others have noted, the default behavior of the Search module in the left hand sidebar won't locate records except by their name.
Our users are too impatient to try the "Advanced Search... dialog" which does allow one to locate records using fields other than the record's name. So, an easy solution would be to add (see picture) a check box that invokes the more powerful search features.
"Enhanced search" check box which still searches only the object in the dropdown but uses the enhanced search algorithm and will locate the Account record based on a field other than Account Name.
Example: We have an Account Name = "Acme Media", custom field 1 = "also known as Bugs Bunny Productions"
So, searching using the string "Bugs"
* If you do an 'unenhanced' search on Accounts you do not find the Acme Media record
* If you do an 'enhanced' search on Accounts you DO find the Acme Media record.
Administrators could default this "Enhanced Search" button to YES so the typical users will be able to find their records.
Smart handling of trailing zeroes - Number & Percent data type
We have a wide range of possible values that might go into a "Rate" field:
e.g. 100, 15, 4, 0.1, 0.003, 0.0017
Because of the possible range, the field is declared with 3 places left of decimal and 4 places to right of decimal. Thus, the values above appear as follows:
100.0000, 15.0000, 4.0000, 0.1000, 0.0300, and 0.0017
We'd like a feature that allows the value to be shown to the most significant decimal place rather than the maximum decimal place.
The current SFDC behavior tends to make common numbers (like integers) appear clumsily -- 3.0000 rather than just 3 in this scenario
Support customizing Related Lists (all fields from Content) to Content records
In the current version, if you:
Customize Salesforce Content object by adding a custom lookup field to, say Account
Then you can not show any fields from the Content record except:
* Title
* CreatedDate
* Last Modified date
We should be able to show any Content custom field as well as Description (which is highly valuable to us as one Account may have many children Content records and the titles are not always sufficiently descriptive)
[Note: In my screenshot, "Legal Docs" is the name of the relationship from Account to Content]
Support hierarchical relationships in Salesforce Content
We use Salesforce Content to store contracts and their amendments. These form a natural hierarchical relationship - Base agreement is parent of children amendments, each amendment ordered by amendment date.
There is no current way to either create such a relationship or display it.
See picture for current and requested behavior
Salesforce Content - A-Z quick index on Search Results
We have hundreds of documents stored in Salesforce Content. If you want to search for all documents tagged with a particular tag, you might get back several screen's worth. Since our documents refer to account names in their titles, an A-Z index as shown in the picture would make it easier to locate the specific document in a multi-page search result
Salesforce Content search needs to be more fuzzy
In Salesforce Content, if I have a document with title of:
digitalpressure_music_license_2007_12_06
Then these search strings won't find the record:
"pressure"
"digitalpresure" (accidentally misspelled)
"digi" (although "digit" will find the record
"*pressure" (leading wildcard not supported)
"2007_12_06"
"2007"
Tutorial / Quick Start for writing custom object Help using the Salesforce CSS
Create a custom object with several (or many) fields. Define field level help on each field.
Now - you want to create a "Help for this page" custom S-Control that takes on the same format, look-and-feel, of standard out-of-the-box Salesforce help.
There are no instructions for how to do this. We even got the CSS from Salesforce.com but there is no documentation for it. There is no documentation for how the help HTML should be structured.
Deliver an out-of-the-box starter kit for custom object help that a sysad/customizer can start editing immediately and which will render equivalently to the well-thought-out standard object help.
Salesforce Content search results: Add custom fields to layout
Salesforce Content will show in the search results list any or all of the standard fields for the Content object. You can tailor which fields to show by using the Display Options button.
However, if you have added custom fields of any type, including lookup fields, these fields can't be selected for display. Non-lookup fields can, though, appear as filters in the sidebar.
Suggestion: Make Salesforce Content more consistent with rest of Salesforce and allow any or all custom fields to appear in the search results list.
Rationale: If you're adding custom fields to Content records, then you have a good reason to want to capture and hence report on this 'custom' information.
In our case, each Content document is a PDF of a contract and we created a Lookup field in Content to associate the PDF to the contract object. However, there is no way to see all the associations and hence hyperlink clickthru from a listing of Content to its related Contract.
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