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Allow email alerts for a Task Workflow Rule
When a user assigns a task to someone, s/he can send a notification email. The user who assigns the task should also be able to get an email alert when the assigned task has been completed to follow-up as necessary. Currently, Salesforce only allows a follow up task on a completed task worklow rule and then only to the task owner, not even the account owner.
Allow VisualForce Detail Page to be an edit form
I would like to create a VisualForce page to override the Edit page for my objects. I can do this now, but I have to build the form by hand. Please enable the "Detail" component, which renders the correct page layout for the object/profile combo, to be put into edit mode.
This would be incredible, because I could then put a conditions-based redirect after the save action to send my User to the next action. This could be:
* a page for next steps on a recently won Opportunity
* a page outlining research steps for a newly created Account
This is a very powerful platform feature I'd love to see!
VisualForce for List Buttons
I want to create List Buttons in VisualForce not S-Controls. To allow for mass action, I need access to the GETSELECTEDIDS function and I can't seem to do that easily in VisualForce.
Show CampaignMember Related List on Campaign Layouts
It would be nice to have a related list of campaignmembers available on the Campaign object layout. It would be more intuitive to have it there and show the first 5 campaignmembers.
First and Last in Rollup Summary fields
I would like to show the first or last value from a related object using Rollup Summary fields. We can't do this right now--we're limited to COUNT, MAX, SUM, and MIN.
I'd like to see FIRST and LAST, which would require another criteria--field on which to decide FIRST and LAST. In my case, I think this would always be a date field.
This would allow me to do things like generate my own Last Activity information. Or show the amount of the most recent Opportunity. This would be powerful, I think.
Allow Rollup Summary from Opportunity to Primary Contact
In Spring '08 we'll be able to rollup Opportunity info to the Account in question. I would love to be able to rollup Opportunity info to the Primary contact on an Opportunity as well.
Most of the Opportunities I deal with aren't connected to an Account, but just to a Contact. Right now I'm writing Apex triggers to do these rollups. I'd love for you to do that for me!
Fields marked Read Only on Layouts shouldn't be editable for Sysadmins
Right now if you make a field on a page layout Read Only, Sysadmins see it as editable.
Please enforce the rules based on the User/Profile/Layout model, rather than exempt Sysadmins and showing them everything as editable.
Small companies have Users who act in various roles at once. If these users want to enter data and they are Sysadmins, I can't enforce read only data with them via layouts.
Make Salesforce work in Safari for Windows
Salesforce works in just about any browser, but my testing with the recent release of Safari for Windows has shown that the drag and drop page layout editor doesn't work very well with this browser. I haven't tested the whole app, so I don't know if there are any other issues.
Safari on Windows is so fast, that I'd love to use it for all my Salesforce.com configuration tasks. Please fully test this browser and fix any incompatibilities so we can speed up our Setup work!
Filter Opportunity List View by Campaign
When creating a list view for Opportunities, we want to filter by Campaign like can be done for Contacts (see image). But there is no Campaign look up in the Opportunity list view interface. Can this be added? Thanks!
Show the Report Data Type on the saved Report
After you create a report it can be very difficult to tell what data type was originally used. It would be nice to explicitly call out the data type used on the reports so users can create new reports and know they are looking at the same data as existing reports.
Dashboard Component with more than 1 report
Dashboard component with more than 1 report would allow calculations with totals of 2 reports. E.g. to calculate percentages.
For company monthly KPI you could use "closed won opportunities last month" divided by "open opportunities".
You can get that information out only by using totals of two reports: TOTAL NR OF OPPS and CLOSED WON OPPS LAST MONTH
In component you could use:
Type: percent
Operator: Divide
Report 1: CLOSED WON OPPS LAST MONTH
Report 2: TOTAL NR OF OPPS
Which would show the result in component.
Make CampaignMember, Partner, and ContactRole tables Customizable
Let us add custom fields to standard junction objects like CampaignMember and Partner. If I can add some fields to the CampaignMember object, all of the sudden Campaigns could be the heart of an online event registration system. Think about it. Partner could sure use a Start Date and End Date, no?
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