Salesforce IdeaExchange
Enhanced Views that pull Multiple Pages
As of now, every time I click "Back to list" it will pull up the first page of the list as opposed to whatever page I was working on previously. This creates a problem when I want to work down a list that has multiple pages because I will lose my spot every time. This was not the case prior to the "Enhanced View" feature. Please make it so that when I return to the list view, I return to the page i had viewed prior to going into a record.
Better access to all tags in content
While I know the tag cloud is limited to the 29 most relevant tags to keep the cloud from getting too busy, it would be great to have a way to quickly navigate to a specific area of the tag cloud. I think this could be accomplished using letter-links to a tag cloud for each specific letter. The secondary tag cloud could show all tags for that start with that specific letter, to ensure you could find the tag you were looking for, and because it is a drill down tag cloud, I think showing a large volume of tags would be appropriate.
Ability to attach documents from Content to Emails
When emailing to contacts, leads, etc, we should have the option to attach a document that is loaded into the Content module. Much like what is done with files that are loaded into the document section.
Expanded Graphing and Charting Capabilities in Dashboards
Adding More graph functions to Reporting and Dashboarding Objects - One in particular would be the ability to graph data on a double y-axis chart
Specific suggestions for Idea Exchange Rewards Program (Store)
This may be the case b/c I haven't searched, but shouldn't Member Accounts receive promotion points for successfully promoting implemented ideas, demoting spam ideas, commenting and creating successful ideas of their own?
Even if this is currently the system (forgive me, I'm new to SFDC, not to mention lazy) can't we create a store where posters can spend earned points on things such as gift cards, the privilege to post additional ideas, licenses/product features, SFDC blog space, App advertisements, exclusive meeting time with SFDC executives, membership into SFDC Power User groups, etc.?
As for the types of Store Items available, I would think SFDC Idea Exchange should be keep in mind the different types of users they have.
As a system admin of Salesforce Operations at a large organization, it is more beneficial for me to receive an added feature to SFDC at no cost (license, etc.). However, a mom and pop admin may get more out of a gift card (Starbucks, amazon, etc.). A VAR would probably like a free pass to Dreamforce for them or one of their premier customers. Anybody would probably like a trophy resembling the lamp from "A Christmas Story" (see below).
I will post a series of ideas as
complement these two prior posts that suggested general rewards Idea Exchange community members.
Please review them at:
http://ideas.salesforce.com/article/show/10089503/Penny_for_your_thought
http://ideas.salesforce.com/article/show/65186/Prizes__Rewards_For_IdeaExchan...
Multiple file uploads for SF content
Hi, we're playing with salesforce content but it appears to only allow one file to be uploaded at a time. How about a feature that lets you upload an entire category? Without this I think the application is going to be hard to populate. Thanks.
Email Templates - WYSIWYG editing
Hi,
Can you please add some basic WYSIWYG editing functionality to the Email Templates ?
As well, it would be nice if the Text box was bigger :)
( Width and number of lines viewable )
Merge Accounts Search Functionality Enhancement
Why is it that currently we are only able to search for accounts via the merge function by searching for the customer name? Would it not make sense to be able to search by postcode? In our business we have a number of duplicate accounts where those offending hold the same postcode. If you could search for this alone then irrelevant records would not be highlighted in the search and reduce the risk of merging the wrong accounts.
The merging account system is rather basic as it is and could require providing more information on the search results page as you would expect to see within cases or accounts etc so where there are a number of accounts with the same name, you can determine those required to be merged by other information i.e. postcode, categorisation etc.
This would save so much time!
Allow Field Updates with Assignment Rules
Our Lead Assignment is determined by both Territory and Lead owner. Currently we have to maintain two sets of rules to assign leads properly. We maintain the territory assignment rules using workflow and the lead owner using lead assignment.
If the lead assignment rules allowed the ability to update the territory field (custom field), we would only have to maintain one set of rules.
Search Content from Sidebar
I absolutely love content and do a lot of work on the Content tab. However, it's a bit clunky to have to go to the Content or workspace tabs to search for content - esp when you are used to using the sidebar search most of the time.
It would be great if there was some mechanism (either the standard sidebar search or some new search box) to search for content in the sidebar.
Scheduled Reports - Email as an attachment
Would like to see either export of report data as an attachment in scheduled report email, or hyper link to export report page instead of report it self.
I find the data more useful in excel than I do in the report, or printable view.
Account Breakup
It would be helpful to have the functionality that would allow the breakup of an account. It would allow a company who spins off a subsidiary to have its own account free of the parent company.
Maybe have a check box next to every contact, opportunity, activities, etc. that needs to be transferred to new account that is being broken out.
A good example of this is when Phillip Morris spun-off Kraft. I would like the ability to make two separate accounts out of the one combined account.
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