Salesforce IdeaExchange
State and Country should be pick lists
We have many people around the world that don't type in the correct country and state name. How can we get these to be pick lists?
Make the Long Text Area field span the page for single column sections
The Long Tex Area field type should span the entire page for single column sections. This would keep users from having to scroll up and down and would allow them to type easier into the form.
Give Salesforce Administrators access to Personal Reports, Dashboards, and Folders
Salesforce Admins currently have no way of accessing Users Personal Reports, Dashboards, and Folders. This can be a HUGE pain when trying to clean up obsolete Reports and Dashboards (especially if the User is no longer active).
Step 0: Ability to change the "Original Report Type" a report was created from
I would love to be able to:
1) Quickly be able to jump to "Step 0" of a pre-saved report and see what report type was chosen to create this report, and
2) Be able to change that just like I can later steps of the reporting wizard.
Signature on Reply to e-mails
Currently, if you reply to an e-mail that is posted to a case, your signature gets placed at the bottom of the entire e-mail response. It should be placed below the text that you have just written.
Ex: (Current functionality)
Reply to
Email Body
Initial e-mail body
Signature
Ex: (Requested functionality)
Reply to
Email Body
Signature
Original email body
Extend use of holidays to activity management
This idea came from one of our users, through our internal community of ideas:
Prefill traditional holidays, or identify them so when creating Tasks and Events one knows not to schedule those dates. Maybe even annotate the days before and after - like "Day before Labor Day", "Labor Day", "Day after Labor Day".
Would be nice if we could leverage the holiday setup that is used in case management for activity management as well.
Clean up the Dashboard Labels
The new dashboards are great, but the format for the labels has changed for the worse. I can't see what each section of the chart represents! Our labels are longer than the 15 characters it seems to allow so it cuts them off. There should be a way to extend the label character count or have each value on a different line so they all fit, or even make the dashboards a bit bigger.
Either way, the labels have to be fixed ASAP
Filter on Lookup
I would like to filter lookup view to restrict records return based on some condition.
Example: On opportunity screen, we have Accounts as lookup. When you click on lookup it displays all the types of accounts (Like OEM / Parent / Customer / Partner etc ...) I would like to filter this result set to show only "Parent" type. Condition may change based on the screen where lookup is implemented
Allow changes in formula field value to trigger workflow
Currently, if you use a formula field in a workflow trigger criteria, a change in the value of the formula field does not count as a record edit, and will not kick off the workflow.
What I would like is to have an option to evaluate formula field values, and if a change is detected to kick off the workflow actions.
We currently accomplish this with triggers that "touch" the record enough to cause workflow triggers to evaluate, but it would be great if Salesforce could build this in. Even if it was only once per day, it would still be a huge help.
Allow Salesforce Administrators to see the online status of users
This functionality is already available within the Salesforce Community site, why can't we have it on our Salesforce Orgs?
Make "others" category optional for pie AND stacked bar graphs
A user should be able to define under which condition a category in a graph is included in "others". Either when it is below a certain treshold (% or absolute number) or you want to show only the top N categories.
Furthermore, an others category should also be available in stacked bar graphs.
I want to make a graph of the sales over 3 year split out per account. However, like in a pie chart I want not all accounts in the graph, but only the major ones, and the rest in the category "others"
Inline editing of REPORTS
Inline editing should be extended to include Reports. We use reports to have our users clean up a lot of data and currently you have to drill into each record separately to edit.
It would be nice to be able to double-click one line of a report and do an inline edit right there without leaving the report.
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