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Permit enablement of "Allow Activities" for packaged custom objects
Once a custom object is placed in a managed package it's not possible to enable activity tracking on it. Without activity tracking it's not possible to create workflows on the object that create a task.
From SF Help:
"Before you create a workflow task for a custom object, make sure the custom object tracks activities."
It should be possible to enable activity tracking on custom objects that are in a managed package.
Delete Associated Dashboards with Report
When trying to delete a report we used for default dashboards that are no longer applicable, we get the error above. Without the ability to manage each person's dashboard, we are forced to hide these reports in a folder somewhere in hopes that all of our users will eventually notice it's broken and move them. This has created a giant mess in our folder structures.
Either give us the capability delete the reports and links to the dashboards or give us a list of which users/dashboards it's linked to so we can ask those users to remove them manually.
Weekly Data Export Management
1. Add schedule information to Weekly Export Service e-mail.
2. Log schedule information changes to the Audit Trail.
3. Allow workflows around schedule end dates. (Example, "Your Weekly Data Export schedule ends in 14 days. Please update the schedule.")
Alphabetically Sort Lookups
When creating new views and creating reports, we almost always use record types. Those related lists are not sorted alphabetically so its cumbersome to find the right record type.
An automatic alphabetisation at least would be great, or the ability to sort alphabetically or in an order of the user's choice would be even better.
...salesforce.com rocks!!
Dashboard Refresh - Pro version
Hi,
It would be great if the Dashboard refresh "schedule" feature would get back ported to the Professional version.
Otherwise, we usually hit the refresh button manually several times a day which is probably more workload on the SF servers then allowing professinal users a scheduled refresh cycle ?
Visualforce Page Creation and Security
When creating a Visualforce page through the Setup link, it would be nice if, after the user clicks on the "Save" button, it takes you to the Security page to enable profile access for the page.
Allow Reporting Across ALL User Fields in Owned Objects
It would be great if we could run reports across objects(say for example, Cases, Opportunities, Accounts, ect) - and be able to set Owner fields as criteria.
For example - I can set a start date at the user level and then run reports for all new Sales Reps' opportunities based on their hire date. This would be a great retention and training tool for us.
Also - it allows us to dynamically flag users instead of using their names as criteria for reports.
Ability to enforce the use of a template when using 'Send an Email'
We'd like to be able to enforce users to select a template before being able to send an email from salesforce. This is required to ensure our company logo, z clause etc is added to all emails sent, at present there is a risk that users send emails without this information.
Change Label name for "Contract History" related list
Not sure why this is....but you are unable to change the label of "Contract History" under the "Rename Tabs and Labels" section. The label is there and the text box is there for you to enter your new value but it never changes for the user.
I was told this is not a bug even though other objects (contacts, accounts, opps) work fine and all other Contract fields work fine with this feature.
Custom button showing only My Activity for Tasks
I'd like see a button on the Activity History of an Account so it would show only 'my activity history' when selected.
Multi Currency Management: Ability to update currencies via Import/API
When using Advanced Currency Management, the administrator must update all the currencies manually. This is a manual and tedious exercise for an organisation with 30 currencies that are updated regularly.
It would be more efficient if we had the ability to import currencies as a csv and/or we could use the API to call a web service such as bloomberg.
Other option might be for Salesforce to maintain daily mid-market rates that organisations could utilise for their own org. (After all, every company doesn't need to import the same currency each day, week or month.)
Ability to forward notes and attachments via email - Documents section is getting untidy
Rather than ad documents to the documents Tab we add many documents to the object or contact itself making it easier to find. The problem is we can't email forward it once we have attached it to the object.
It would be very useful to be able to email a file stored in documents & attachments.
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