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3 columns in page layout
To reduce scrolling and keep the contacts page as compact as possible it would be nice to have 3 columns (or even more) to display in the page layout. We use check boxes quite a bit and they could easily be displayed in more than 2 columns to save space.
Cross Object Workflow
Do not hard code the Object (see above image) when creating Workflow Field Updates. Allow administrators to choose a field to pass based on a relationship (lookup or master detail). For example, a Workflow Rule based on Case would be allowed to have a Workflow Field Update change a Contact field for the Contact record associated with the Case.
Dependent page layouts - Dynamically show, hide, or make fields/sections required on a page based on data rules
There are times when it would be ideal to show different fields or sections on a page based on field data. For example, if a field for "software interest" is selected on a lead page, it would be nice if a section and/or fields related to capturing more information on "Software" is displayed. If the field is not selected, then this section and/or fields remain hidden.
Allowing greater customization on the page level based on data rules would make for more manageable and targeted page layouts.
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!
Blank spaces in Page Layout
A number of times I have been requested to line up fields horizontally with each other. This can only be done if there are fields above the desired horizontal line up. I propose that SFDC make blank fields available to be added to page layouts so that the placement of fields is more flexible.
I think the picture explains what I want better than I could in words.
Merge Duplicate Ideas
Within the Salesforce Ideas Product there needs to be a way to merge duplicate ideas. In the screenshot below the merged idea gets added as a comment to the original idea. This might not be the most elegant approach, but you get the idea. Part of this feature would be the ability to merge the votes for reporting purposes.
Filterable Lookups
The lookup to objects should be filterable to provide more versatility and customization as per varied requirement.
For example for a salesforce implementation I was using record-types to form 2 versions of the same object. The object used was Account and we were using 2 record types for this viz:-
1. Institution
2. Limited Partner
So far so good. But our client had the requirement wherein the lookup based on certain condition would show only record of a certain record type say "Institution". This I couldn't do using salesforce normal implementation.
So I think filterable look-ups are a necessity.
More granular administration (and delegated administration)
It would be very useful if it were possible to give a Delegated Admin permissions to manage public folders/dashboards/ etc. just for users in their branch of the Role hierarchy.
The type of entity we were thinking of are:
Report Folders
Dashboard Folders
Template Folders
Document Folders
List Views
At the moment permissions like this are simply either on or off and it is not possible to give admins access just to specific records.s
Dashboards available in Salesforce Mobile
Customers have asked for access to Dashboards from Salesforce Mobile. Our current thinking is to provide access to dashboards when connected to the mobile network or a WiFi network. Its important for the user to get the most up-to-date information.
Pictures are worth a 1,000 words - can we have them on our Ideas please?
Pictures are worth a 1,000 words (votes?!) - can we have them on our Ideas please?
Without the ability to upload pictures, the new Ideas feature in Salesforce is not worth implementing in my company. Please make this possible.
Enable salesforce to track opportunity splits natively
salesforce.com should offer the ability to assign a "% credit" to a number of participants on an opportunity, which totals up to 100%. These are also called sales or opportunity splits. Today it is only possible with a custom object.
It seems to me that the perfect place would be on the sales team related list.
The main requirements would be
*that opportunity participants pipeline's would be able to report on their split % and amount.
*Ideally, it would be the split amount that would roll up into forecast
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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