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User Experience Ideas
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Web-to-ANY Object Wizard (like Web-to-Lead)
Much like the Web-to-Lead or Web-to-Case functionality that exists, it would be useful to have a Web-to-Object functionality. This would be useful to allow users to insert records in an object over the web, especially a custom one.
It would also be nice to include Auto-Response rules much like Leads and Cases so communication could be automatically triggered.
Build Email Template - Send Yourself a TEST Email
When I build an email template, I have to open a new screen, pick a sample lead and send myself a test mail template to make sure the formatting is correct and it looks ok.
Salesforce should include a button on the template that says, "Send Test Message" just so you can see how the mail will turn out.
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.
Sort available fields alphabetically in views
When you create or edit a view, the available fields for display are in the order they were created in the system, not sorted alphabetically. This makes it difficult to find the fields you want to display. Please sort alphabetically when creating a new view or editing an existing one... and also keep them sorted when you add and remove columns.
Eliminate Need for Master-Detail Relationship for Roll-ups
I want to be able to have a roll-up for any related object regardless if there is a Master-Detail relationship. If the object is linked to another object, then it should be able to roll-up.
Allow the deletion of VIEWS
We currently have Edit and Create New View - why not DELETE THIS view?
While you're at it, why not list ALL views and by selecting a tick box, allow the deletion on MULTIPLE views all at once.
Many views are created on the fly and are needed for short periods of time - when it comes to 'cleaning up'.... It's ridiculous to have to go into EDIT and then delete.
Mark Complete button on Tasks
A Mark Complete button on tasks whenever they appear would save 1) clicking edit, 2) clicking the status drop-down, 3) clicking Complete, 4) clicking Save
I know that you can click the X if you go to your tasks on the home page, but the ability to Mark Complete should be easily accessible any time a task is on the screen.
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
Report Layout Design Page
Salesforce needs to allow users the ability to create report layouts. Reporting in Microsoft Excel is very limited and not very user friendly. This is especially true if you are reporting on 20+ fields. The ability to stack fields would be much more reader friendly than having to scroll across a long report.
The design page should enable the user to place Salesforce fields anywhere he/she wants on the page. The design page should also enable the user to format Report Header, Section Header, Report Body, Section Footer, Report Footer sections.
Of course, this would require that the report be exported to an application other than Excel. Microsoft Word would suffice since this is included in the Office plugin.
Finally, the ability to imbed "Subreports" on a "Mainreport" layout is a must. A good example of why this would be necessary is if a user wanted to create a report on a contact and then also include in the same report information related to child custom objects.
Universal Picklists
It would be fantastic if we could create our own custom "Universal Picklists", like the Industry picklist that is synchronized between Leads and Accounts. It would greatly streamline administration and data quality management, especially for organizations with extensive customizations of Salesforce.com.
It would also be great if you could extend the standard field picklists like Industry or Lead Source to custom objects, to preserve the synchronized picklist values from the standard objects on the custom objects as well for data consistency.
Display the Account name on a Contact lookup search result
When you enter a popular name into Contact lookup field the system will return a list of contacts with the same spelling. The only way to identify the real contact is to perform a separate search and match the right Contact/Account combination.
A much better solution would be to display an Account name within the Lookup result list.
Firefox Compatibility with Mail Merge
Make all mail merge functionality and other applications that appear to be specifically designed to only work with Microsoft IE 6.0 and higher, fully compatible and compliant with Firefox 2.0 browers
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