Salesforce IdeaExchange
Campaign Inclusion Reports
I want to grab all contacts who are in Campaign A with a certain status, but not in Campaign B and not in Campaign C.
I can't do this right now in standard reporting. Please add this functionality to allow for more sophisticated outreach and messaging.
Display the Account name on a Contact lookup search result
When you enter a popular name into Contact lookup field the system will return a list of contacts with the same spelling. The only way to identify the real contact is to perform a separate search and match the right Contact/Account combination.
A much better solution would be to display an Account name within the Lookup result list.
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.
Add multiple attachments at once
When attaching files to an email they must be selected one at a time. The process is cumbersome if there are multiple emails to attach to one email. It would be helpful if somehow multiple files could be attached to an email at one time.
Want to see a Pick a Time button on places where you want to enter a time
Many places in Salesforce that you want to enter a date, thre is a CurrentDate link that you can click to add today's date. Likewise, there is a CurrentTime link that you can click to add the current time. Though on the Date field, there is a Pick a Date button, the Time field does not have a Pick a Time button.
It would be a great timesaver if I could just click the button and select a time instead of having to take my hands off the mouse and type a time.
Rich Text Editor Toolbar for all large text boxes
The limitation of straight text in all of the large "Comment" or "Body" text boxes is painful. I'd like to see a basic formatting tool bar on all of these fields so that at the very least, bullets look like bullets and text can be emphasized as needed.
Ability to save 'field maps' when using data 'import wizard'
Please, please, please provide the ability to save 'field maps' when using the data 'import wizard' in precisely the same way that sdl files can be created to record mapping information when using the Data Loader.
Hours can be wasted mapping and re-mapping data files with identical layouts.
Remember, there's a 50,000 record load limit, and the Data Loader doesn't apply the same data deduplication logic that the 'import wizard' does. That's why it is necessary!
You know it makes sense.
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!
Attach Notes/Messages to Scheduled Reports
Currently, you can only automate the transmission of report content in an email message. Ideally, users should have the ability to send a targeted note/message when delivering reports to individual users or groups that could clarify or amplify specific aspects of a report.
Recurring Tasks
The ability to have recurring tasks would make scheduling much easier. Currently, our company has multiple reports due at the same time each. In order to set reminders for myself, I have to use the calendar, which then shows that I am unavailalbe because I am busy. These types of functions should be utizling recurring tasks, like Microsoft Outlook Tasks.
Lead Conversion: Automatically set the contact as the "primary contact" of the opportunity
When converting a lead, three records are automatically created:
An account,
An opportunity,
A contact,
The contact should be automatically set as the "primary contact" of the opportunity.
Currently the only link between the opportunity and the contact is the account. This makes any campaign list difficult ot establish
Thanks
Link an Email template to a campaign
I'd like to be able to link an email template to a campaign for tracking purposes.
For example, if I have an email template associated with a campaign, then whenever that email template gets used, the person that the email was sent to gets added to the campaign as well as the open/responded status gets updated.
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