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Administration Ideas
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Alphabetically Sort Lookups
When creating new views and creating reports, we almost always use record types. Those related lists are not sorted alphabetically so its cumbersome to find the right record type.
An automatic alphabetisation at least would be great, or the ability to sort alphabetically or in an order of the user's choice would be even better.
...salesforce.com rocks!!
More granular Administration
Like to be able to define administrator rights per certain objects or functionality.
E.g. per defined Application or functional area (Sales, Marketing, Support).
This would help (especially) larger and global organisation structures, with several administrators and administration roles, to manage the ownership and responsibility.
With PRM and AppSpace coming up, where internal users, customers and partners are sharing the 'same rooms in the building', this becomes indispensable.
At the moment I find the admin approach too much "All or Nothing"
Kim
Multiple Profiles assigned to a user
It would be really nice if a user could have multiple profiles. We have run into an issue where we have a group of call center users that have the standard Call Center Profile. But now 5 of those users need to be able to add/modify solutions. So now i have to have a Call Center Profile and a Call Center w/ Solutions Profile. Now if one of the sales users needs to be able edit solutions, I now have to have 4 different profiles:
1. Call Center Profile
2. Call Center w/ Solutions Profile
3. Sales Profile
4. Sales w/ Solutions Profile
It would be ideal if you could have a Call Center Profile, Sales Profile, and then a Solutions Profile. Then based on the multiple profiles the user will have access to additional items. And be able to have any combination so you are managing fewer profiles. Especially since you can't have a description for a profile.
Allow reporting on Approval History
We are using the approval workflow but need to be able to report on where all records in a given process are (i.e., which step, who is the current approver). Opening up the approval history for any & all records that are going through an approval process would give us this ability. It should be from the point of view of the object looking at the approval history like it was a related list.
Eliminate Need for Master-Detail Relationship for Roll-ups
I want to be able to have a roll-up for any related object regardless if there is a Master-Detail relationship. If the object is linked to another object, then it should be able to roll-up.
Field History Tracking on the User Record
I would like to have the ability to track field changes on individual user records and associated related lists (account team). I think this would be beneficial to the administrator, particulatly when troubleshooting access issues. I know much of this information is available in the Audit trail, but that is a cumbersome report and only a limited number of entries are viewable from within Salesforce (forcing you to always download the CSV file). If I could view password resets, changes to account team membership, changes to user-customizable views, etc. I would be able to, more readily, assess issues with users.
Visualforce Page as target choice for custom buttons/links
Pages currently not a target choice when defining custom buttons/links. Pages should be a choice just like s-controls are.
Make 'Customize Application' permission more granular
There are a lot of different types of permissions in this one tick box and it would be great if they were split out a bit more. For example, it may be useful to give a marketing super user access to the lead routing rules, without giving them the power to rearrange the whole configuration.
Officially Support and Update the Excel Connector
Just about anyone who uses Salesforce.com extensively or manages a lot of data in Salesforce.com finds the Excel Connector to be an INVALUABLE tool, and crucial to making management of data in Salesforce.com an efficient undertaking.
PLEASE PLEASE PLEASE make the Excel Connector a FREE and SUPPORTED desktop application, perhaps even integrated with the "Connect for Office" application. Also, please allow one version of the Excel Connector to support all editions of Salesforce.com (Group, Professional, Enterprise, etc.). With so many of your customers relying on this application to manage their Salesforce.com data, it is detrimental to your customer satisfaction ratings to not officially support and update the Excel Connector.
Permit enablement of "Allow Activities" for packaged custom objects
Once a custom object is placed in a managed package it's not possible to enable activity tracking on it. Without activity tracking it's not possible to create workflows on the object that create a task.
From SF Help:
"Before you create a workflow task for a custom object, make sure the custom object tracks activities."
It should be possible to enable activity tracking on custom objects that are in a managed package.
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
Use of "Permission Sets" rather than Profiles
There needs to be a way to make the assignment or permissions more granular than 1 profile per user. One thought would be to allow us to create "permission sets" and then provide the ability to assign multiple permission sets per user. This would allow us to create a set of permissions once and re-use it.
For example, on most projects implementing Salesforce.com, there will be multiple profiles differing only by a permission or 2. There might be a "Sales (Standard") one that gives the baseline sales functionality. Then the "Sales (Power User)" would have the same permissions + the ability to create public reports & views, convert leads, etc. I might have another one that differs only by the ability to Delete certain objects. Oftentimes, the result might be 5 different profiles to support a group. Then Phase 2 roles around and due to minor differences in what's needed, there might be 15 profiles. When you take field level security, page layout assignment, etc. into account, this gets complicated.
Bottom line is that a proliferation of profiles results.
I think it'd be great if we could package permissions into small sets. There could be different types of sets too. Types might include: "Application Permissions", "Object Permissions", "Field Level Security Permissions", etc. Each type would be independently assigned to users on the user page. A related list for each type of permission set would exist and you'd be able to give multiple permissions sets to a user. The user's permissions would be a union of all Permission Sets assigned to them.
Not sure if this is the best design or not, but the idea to make permissions more granular allowing you to incrementally increase someone's permissions would be a big help.
Thanks.
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