Salesforce IdeaExchange
Creation of any object via workflow rule.
I had many requests in crating new objects such as opportunity after period of 1 year, however there is no such option in the workflow rules it would be nice to have. It would be more robust than writing apex code.
Do Not Mail Checkbox
A Do Not Mail checkbox in the leads area to prevent leads who have opted out of mailings to be included in a campaign or report for export to a mail merge. It should work like the e-mail opt out checkbox. Currently, having to make leads in-active because they don't want mail, leaves it to the user to remember to filter out inactive leads every time a report, lookup or campaign is created. It would also be helpful to be able to report on this checkbox to prove you are complying with rules and regulations regarding do not mail and do not email.
Schedule Reports to be Emailed to External Emails
Whilst scheduling reports is a great introduction to SFDC it would be even more usefull to have the ability to email to external users as you can do with workflow rules.
Would love to be able to schedule reports to be sent to internal non-SFDC users as well as sending customer reports to our customers. I realise that customer reports can be created via the customer portal but automation provides a more efficient service to our customers.
Cast "Time to Contact" field
Add a "Time to contact" field to the case submission form so users can specify when the customer service rep is likely to be able to reach them.
Drag & Drop Report Columns
It would be great to be able to drag & drop report columns instead of always having to go into Customize; reorder the columns; regenerate the report.
Email Field Update to Email Field
Currently it is not possible to create a workflow rule that updates an email field from an email field.
I was looking to create a case record type where the main account email is brought across in order to automate email responses, depending on the outcome of the case. This was required as you can't automate emails for a field that exists within accounts when you are looking at cases. As this is not possible I was forced to update a text field from the main account email and then manually copy the email address across into the email field in order for the email alert workflow to take effect.
This is such a simple process that should really exist in the system however it has been overlooked.
Salesforce Outlook contacts syncronisation
Is there a way to stop inactive contacts being syncronised into Outlook Contacts. The contact still needs to exist in Salseforce as a histioric record.
Using Contact Views when creating Mass Emails
Currently, Salesforce users have to recreate their email lists when they want to send a mass email.
Would it be possible to enable users to use one of their Contact Views? My users want to be able to use a list of users they have already created in the Contact entity.
Another suggestion is to enable users to import email lists from Lotus or Outlook.
Thnx.
Creating and using groups when adding multiple users
Could Salesforce use personal groups to enable users to pick more than one user at a time?
For example, if you are adding a group of people to an Opportunity, it would be nice if you could select a personal group instead of selecting each user one-by-one.
The functionality would be similar to creating email groups - where, when you send an email, you can either select one recipient, several recipients, or a personal group that you have created that contains multiple people.
HTML E-mail - Save As Template button
After a lot of time spent on perfecting a nice HTML email for a particular instance, it would be really nice to be able to click 1 button to Save As template, if desired by user.
Delay/Schedule When Emails Are Sent
I'm on the west coast, and the majority of our clients are in NYC. The time changes poses a problem. It would be great o have an option to delay/schedule when emails aren't sent. You can do this with a mass email, but you need a template, and it's inefficient with individual emails. It would be nice to simple write the email and pick a time when salesforce sends it. Should be a simple and productive addition
Out of Office reply and/or forward of Tasks
Is it possible to be able to create an Out of Office possibility within Salesforce to forward task's if you are e.g. on a holiday?
Subscribe
POST IDEA