Please Login with your Salesforce ID to post, promote or comment.
Salesforce IdeaExchange
FAQs | Terms of Use7349 Ideas; Promoted 153418 Times; 14296 Comments.
- Suggest a New Product Concept
- Promote Ideas That You Want to See Developed
- Discuss With Product Managers and Other Users
- See What We Are Planning To Deliver
all Ideas
Subscribe
Salesforce.com Certification Program
In the 5 years that I've been my company's salesforce.com administrator, my fellow employees have been able to obtain industry recognized certifications from Oracle and Microsoft. At the same time as improving their skill sets, these certifications improve their opportunity for job security, career advancement and better compensation. My salesforce experience doesn't mean as much during my HR review as my friend's Microsoft certification. And I don't want to be penalized for focusing on salesforce.com instead of SQL, .NET or Oracle.
I know that you have some courses available but it's easier to get funding for courses that are part of a certification program that a stand alone course. And how about a self study option for some of the classroom courses?
Salesforce has a certification program for partner companies but how about one for the system administrators that actually make your product work for your customers?
Thanks.
Aiden
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.
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!
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.
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.
Dupe Alerts
Automatically give warning message when you are entering a duplicate account or contact
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.
Allow in-line editing for views
Please enable in-line editing for views similar to forms. This would be incredibly useful when you need to quickly edit data in a list view instead of going to each individual record.
Adjustable column widths
The ability to quickly click and drag to adjust the column widths in views and reports (like in Excel). Should be able to save these view preferences so that you don't have to re-adjust it every time.
Smart "Customize" Button on Reports
Create a dropdown that makes it easy to jump to any step in the Report Wizard.
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
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.
Subscribe
POST IDEA
TOP USERS