Salesforce IdeaExchange
Campaign Inclusion Reports
I want to grab all contacts who are in Campaign A with a certain status, but not in Campaign B and not in Campaign C.
I can't do this right now in standard reporting. Please add this functionality to allow for more sophisticated outreach and messaging.
Custom Field Template Improvement
When you are adding a new field to an object such as Leads, it should give you check boxes on that initial screen so that you could go ahead and build the same custom field on the other objects in one step. For instance, I want to add favorite color as an info field on leads and want that to convert over to both the contact and opportunities objects, I could just select the contact and opportunities field when creating the custom field for leads.
Prevent sharing rules breaking when records are transferred
When ownership of an account is changed the user has the option to "transfer open opportunities not owned by the existing Account owner" there is no administrative or programmatic way to prevent this and the change is applied regardless of sharing rules. This means that a private opportunity that a user was not even aware existed, would be exposed when the opportunity was automatically transferred to a new owner that was in a different part of the role hierarchy. Ideally there should be a configuration option to require the transfer records process to run in the context of the user's security not at system level.
Allow me to create new report categories
I want to create categories where my users can find the custom report types - I can't hide the standard report types in, say, the sales category in preference to my own custom reprt types, so I resort to prefixing min with an asterisk and telling users to only use those ones. Messy - if I could create new categories I could just manage it all better.
Sort Subtotals
Allow sorting on subtotals (e.g. sum opportunity $ by account and then sort by subtotaled $).
You can sort this artificially outside the report on a dashboard. However, the drilldown from the dashboard is poor (the accounts are listed alphabetically, so you have to go find the individual account and drill down/show details on them to get the detail rolling up onto the dashboard).
E-mail responses
It would be nice to be able to track responses to e-mails that are sent out through salesforce.com. This will help to thread your discussion and not have to go back and forth between salesforce and my e-mail account.
Ability to remove Probability field on Opportunity Page Layout
Could we have ability to remove the Stage related Probability field on The Opportunity Page Layout? There are a number of circumstances where different philosophies are taken to probability weighting revenue that are either not, or only indirectly, related to Stage. When we need to implement these (and forecasting isn't being used) we would love to be able to remove the standard Probability field from the page layout to avoid user confusion.
Assign Owner from Web-To-Lead
I would like to be able to assign a specific lead owner from my web-to-lead form at the time of lead creation.
I have figured out how to get all my partner's IDs from the data loader. What I want to do is pass this ID - with the other web-to-lead fields - as the lead owner and have ownership assigned automatically, without having to create a rule for every partner.
As long as I have a valid partner ID of mine, why can't I just send a form post that includes "...&ownerid=01Q0004030000Ii&recordType=..."?
Manually Flag Bounced Email Addresses
The bounce management feature is great, but individual users should be able to flag bounced email addresses manually.
Simple 'Divide by Zero' Error Correction
One common formula usage is creating a percentage comparison between two numbers - and if the denominator happens to be zero we end up with an Error. We are all used to avoiding this by using:
if(denominator = 0,0, numerator/denominator)
but this gets cumbersome when needed many times or denominator isn't a single field.
We would value something like:
iferror(numerator/denominator,0)
as in certain spreadsheets today.
In a spreadsheet seeing Errors can be useful, in a CRM it is a bit of a barrier to the user experience.
% fields to show as % in related lists
A little annoyance - would be great if a % field on an object showed with its % suffix in Related Lists. Currently it seems to drop the % and shows just as number. When the underlying object is relatively simple (say, a couple of years revenue numbers as columns, a few product lines by rows) the related list is a great way to summarise data - and would be even better if the trend could be shown as a % as it is in the object.
Multi-select Reporting Capability on Multi-Value Picklist Fields
Please, please, please offer the same value select option for multi-value picklist fields that you offer for standard picklist fields.
Having to rewrite the values is just a pain!
You know it makes sense.
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