Salesforce IdeaExchange
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.
Mass Transfer Contacts between Accounts
It appears many things can be transferred between users, but little can be transferred within the standard functionality between objects or elements within objects.
Particularly interested in the capability to move 'en masse' contacts between accounts.
Lead retrieval at a tradeshow..it's a long one.
Every single tradeshow I organise requires a proprietary lead rental which is contracted through the tradeshow organiser. Even your Dreamforce vendors were forced to use the lead retrieval organised through Moscone!
Since it's a simple barcode reader technology in most cases, wouldn't it be cool to develop an external lead retrieval device and market it to convention centers? At the very least it would be good to have teh option of using SF.
Seems like it would solve many things. My top 3: *Easier import for existing SF customer. I could suck it into my laptop every night and begin my marketing assault *Possibility to give a demo/trial to someone who's never SF'd before and most important *I don't have to blow 300-500 bucks every show to use a lead service for 4 days and then give the device back..I would rather use the investment for one of the cool new Force.com apps!
Data Quality-Force Account Editing after Lead Conversion
There is very basic information in a Lead. When that lead is converted, an account and a contact are automatically created and saved. The account rep may not go back to edit the account leaving several required fields empty. Databases would be more complete if upon lead conversion, the account rep was immediately directed to the edit account screen to fill in the remaining required information.
Mass Adding Existing Leads from a Campaign to a new Campaign
Currently if I've got a campaign with 10,000 leads that I'd like to add to a new campaign I need to create a view filtered by that campaign, check all the leads on first page, click next page, and repeat until all pages were added. Since a page can only contain 250 leads that means I need to repeat that process 40 times which is very tedious. This scenario happens often at my organization since we'll create a seperate campaign for each email a person receives so if we plan our email marketing so that a set of leads gets one email a month for 5 months it becomes very difficult to do. But in order to track this properly it seems this is the only way it can be done. Support said the way i'm doing this is the only and best way. I can't understand why we can't just select a check box next the campaign itself or multiple campaigns for that matter to make this a quick process.
Make Campaigns Available on Mobile
A lot of people utilize campaigns to not just store the standard info, but also pertinent campaign details (think of events - like setup and tear down, budget info, booth detail, etc.). It would be great if the campaign object was available on mobile, so those who use and manage these types of campaigns could take care of data info on site, instead of waiting to go back to the laptop...
Allow Import Wizard to import after Apex is used.
Apex is a wonderful tool, but after you utilize apex on an object (such as lead de-duping) you are constrained to batching imports to 20 or less. You can do this easily with the Data Loader, but for users of Salesforce who are used to using the import wizard it can become a real detriment. It would be great if the Import wizard was able to detect if there was an apex trigger on the object, and then automatically batch the imports in groups of 20 so that this native functionality was still available.
Different Campaign Influence Time Frames for different Campaign Types
Please give us the possibility to set different time frames for different campaign types in the campaign influence feature, e.g. I want to set a short time frame for e-mailings and a longer time frame for client events. Actualy I only can set one time frame that is the same for all campaign types.
Web-to-Lead form should allow option to save fields selected
There is a standard set of web-to-lead fields that we typically select, in a set order, and then sometimes additional fields depending on the particular campaign. It would be nice to be able to save our standard set as the starting point, rather than always starting with the starting point selected by Salesforce. This would save a lot of clicks for us, and reduce the opportunity to forget to select one of our standard fields.
Long strings are not wrapped in comments
If you enter a comment and you paste in text that includes a super-long string, it causes the entire record to expand width-wise because that string doesn't get wrapped.
In our case, our support group logs cases which may have bits of code containing strings that are hundreds of characters long, with no white space to break it up. Right now, they must either insert carriage returns to manually break up the string, or they must upload this text as an attachment, making it far less visible.
Note that the text *appears* to wrap when you paste it in, but then is not wrapped when it gets rendered on the parent object.
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