Salesforce IdeaExchange
SF Mobile - Team Data for Tasks and Events
Currently, users cannot download team data on SF Mobile for Tasks and Events. For example: If was was a Sales Manager or above and wanted to see data on all onsite visits taking place (Logged Calls) in SF Mobile, I cannot do it. Currently I can only see my own or those that relate to me directly.
I believe you could do this in early 2008, but it recently dissappeared. We couldn't use tasks and events much on mobile previously because the start and end appointment times weren't working correctly. Now those are fixed, but we can't create any views for the data logged in the system.
In the help guide on the Salesforce Mobile console it says you cannot synch "All Records" for Events. We would like to synch the user's team records but it is not an available option for events.
Optionally, use filters to restrict the records that a parent or child data set includes:
Use the Filter by Record Ownership options to configure Salesforce to automatically synchronize records based on the owner of the record. The possible options are:
All Records: Salesforce automatically synchronizes all records the user can access. The All Records option is not available for tasks and events when they are parent data sets in a mobile configuration. This helps prevent failed data synchronization due to activity filter queries that take too long to run.
User's Records: Salesforce automatically synchronizes all records the user owns.
User's Team's Records: Salesforce automatically synchronizes all records owned by the user and the user's subordinates in the role hierarchy.
User's Account Team's Records: Salesforce automatically synchronizes accounts for which the user is an account team member, but does not include accounts owned by the user.
User's Sales Team's Records: Salesforce automatically synchronizes opportunities for which the user is a sales team member, but does not include opportunities owned by the user.
None (Search Only): Salesforce does not automatically synchronize any records for this data set; however, users can use their mobile devices to search all of the records they can access.
Sort Cases by Date when last Comment added, or Date when last attachment added
I use the Console to manage cases. We want to be able to sort the list of cases in the upper part of the console using the date when the case was last updated. This allows us to see cases which are being worked on to be together at one end of the list, and cases which don't have so much activity at the other end. There is a field called "Last Modified Date/Time" but this field is only changed when the case header is changed. If the only change involves adding a comment, or attachment, then this field is not changed. Perhaps another date/time field is required which contains the Date/Time when the Last Comment/Attachment was added. Or, maybe the exisitng "Last Modified Date/Time" should be updated when comments are added, or when attachments are added.
Share Opportunity Products using Salesforce to Salesforce
A common use case in the Hi-tech industry is for partners to add products on a shared opportunity or when registering a deal with a vendor. We've often heard the requirement that partners want the most updated product details and sku's from the vendor. Currently, S2S does not support Products and Opportunity Products. Do you think s2s should support this use case?
New Customer Portal using Force.com Sites
Can we have a new Customer Portal product which is developed using Force.com Sites capability ? This would change the pricing approach for the Portal and allow us to justify the portal product based on page loads instead of the pricing being based on number of users/customers logging on to the Portal.
We recognise that using Force.com sites we can build our own customer portal, but we feel it would be better if Salesforce did this instead and made it a standard product, taking advantage of the Sites pricing approach.
Trigger workflow when formula field value changes.
I have a formula field in Opportunity which changes when a field in another object changes. I have set a workflow rule on the Opportunity and this is not being triggered when the formula field changes, even though I have set the workflow rule to "Every time a record is created or edited". I need the workflow to be invoked when this formula field changes value, just the same as if I edit the opporutnity and change any other field.
I want to hide Custom Buttons
I want to hide a custom button under certain conditions. For example, if I could specify a formula in the button definition, if this formula evaluated to true then the button would appear, but if false the button would be hidden. At the moment when I add a custom button to a page the button is alwasy present and there is no way to make it hide. This causes issues if the button is pressed when it is not appropriate to press it.
Automatic Apex/Visualforce code changes when Field Name changes
When I rename a Field Name, if the Field Name is referenced in formula fields, these formulas are automatically updated to refer to the new Field Name. However, if Apex code or Visualforce pages reference the Field Name, I get errors and have to change the code/pages manually - and that is not easy to do. Instead, I prefer of a Field Name change causes the code or page to be updated like formula fields are updated automatically.
Roll-up Summary for non-numeric fields
At the moment the roll-up summary fields are available to sum, count, and obtain minimum and maximum. I would find it very useful if it was also possible to use roll-up summaries with non-numeric fields, e.g. fields containing text values. The roll-up would allow me to find the value with the lowest alphabetical content, or highest alphabetical content when the items being summarized are sorted in alphabetical order.
Need ability to report on Case Team members
Winter'09 introduced the concept of Case teams, and I've been testing it in our Sandbox. Neat feature, thank you!
Release notes warn "Currently, you cannot report on case teams".
This is must-have functionality, so that users can run reports that show what Cases they have been a team member on, and so managers can show how more easily track the number of resources involved in a Case.
Consider this Idea as a request to expedite report functionality for the new Case Team feature.
@page not working for visualforce page to pdf
I want to use @page to change the page format from letter to A4 size, but it is not working. The example at http://wiki.apexdevnet.com/index.php/Visualforce_CaseHistoryTimeline suggests I just need to create a style called @page but when I do this it makes no difference - the page is always created in 8.5inch*11inch (letter) size/format.
Order of Workflow Actions
I have multiple actions on a workflow, e.g. 5 different field updates, and I want the actions to be run in a specific order because I need one field to be updated before I update the next, which depends on it. I cannot seem to find a way to acheive this.
I want a custom field which is similar to "Last Modified By"
If I look at the data type for standard fields such as "Last Modified By" or "Created By" then I see Lookup(User). When I look at an opportunity or account that uses a field like this, the user, as well as the date and time are shown. If I create my own custom field which is using Lookup(User) as the data type, I only see user when this field is displayed on a page.
Obviously I can solve this by creating two custom fields, one which is Lookup(User) and the other which is Date/Time. This is not ideal since I would prefer to have the user and the date/time in same field so that they are displayed in same space on page, just like they are for the Created By and Last Modified By fields.
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