Salesforce IdeaExchange
API Access to recycle bin
Please enable API access to the recycle bin. This feature would help in our ability to efficient integrate with back end legacy systems.
Share Campaign History related list with portal users
I'd like to make the campaign history related list available to portal users, with the possibility of displaying the campaign detail to the user in read-only format.
Allow RecordType in Validation Rules (Winter '07)
Currently the Error Conditions in Validation Rules allow access to check the RecordTypeId, but not the RecordType directly.
It'd be nice to be able to say something like
AND(RecordType = "International Account",
LEN( BillingCountry ) = 0)
In order to get this to work, I'll need to figure out the RecordTypeID of International Account and use that for the Verification Error Message.
Validation Rules based on User ROLE (Winter '07)
I've implemented the Opportunity Must Have Products if Beyond "Needs Analysis" Stage but changed it to reflect our "Proposal/Tender Submitted" Stage within our company.
However, our European business always receives orders at Closed Won stage due to our partner and distributors who sell into end users for us.
Is there a way to make anyone with a "european" role exempt from this rule?
Otherwise it means the change has introduced additional clicks for the sales guys, which won't encourage adption, for obvious reasons.
Is there a way that this can be developed to ensure not all "rules" are global?
Kind regards,
Helen
Validation Rules Page Layout or User Profile specific (Winter '07)
The new validation rules in Winter07 are fabulous. However it would be of great benefit if you could associate the validation rule with page layouts or user profile.
I have two main groups of users. Telemarketing and Senior Account managers. The telemarketing group do not have products (as they only sell into one) and just fill in the amount field. The Account managers use products. I wanted to setup a validation rule ensuring if stage is 'Closed Won' then the amount field cannot be blank but only for the Telemarketing team. I'd have another rule for the Account managers whereby they must have products.
Clone Validation Rules (Winter '07)
Being able to clone validation rules would save lots of time.
Sales Operations can only change the Stage to Ship
We are a manufacturing company that uses opportunities and forecasting.
We would like to have the ability to limit the people that are allowed
to move a forecasted opportunity to closed/won or (in our case)
Shipped. Can we set up the Status drop down box so that only certain people can move an opportunity to a ceratin stage?
Thanks,
Kevin
Weblinks open in new window
Right now I'm researching hundreds of prospects we have in Salesforce. I have to look at every one of their websites. It would be a great time saver if either automatically, or there was an option to click on the prospect website link in the reports view and have their site open up in a new window.
Also, it would be helpful to access accounts in a new window without having to leave the report. I've also been right clicking and opening a new window of Salesforce to make account changes/updates.
Package Record Types
It would be great if AppExchange packages included record types.
Add Forgot Password link to PRM login page (Available in Winter 07 Release)
I would like to have the ability to add a Forgot Password link to the PRM login page. Is that something that is in the works?
Mass Update Quotas (Winter '07)
We as organisation with a large number of sales people I'd love the ability to be able to mass update users quotas using dataloader, this would save so much time.
Any thoughts or work arounds?
Reassign Leads from Within a Queue or Single Partner
As we were training our channel team on PRM, one of our channel managers had a request regarding lead assignment. We would like to give our partners the flexibility to reassign a lead to another user within the same queue, just in case they grab it by accident or have someone on their team that might be better suited to work the lead.
Less important, but still valid, would be the ability to assign a Partner Sales Manager that would be able to reassign leads to anyone he manages within his company.
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