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Salesforce.com Certification Program
In the 5 years that I've been my company's salesforce.com administrator, my fellow employees have been able to obtain industry recognized certifications from Oracle and Microsoft. At the same time as improving their skill sets, these certifications improve their opportunity for job security, career advancement and better compensation. My salesforce experience doesn't mean as much during my HR review as my friend's Microsoft certification. And I don't want to be penalized for focusing on salesforce.com instead of SQL, .NET or Oracle.
I know that you have some courses available but it's easier to get funding for courses that are part of a certification program that a stand alone course. And how about a self study option for some of the classroom courses?
Salesforce has a certification program for partner companies but how about one for the system administrators that actually make your product work for your customers?
Thanks.
Aiden
Cross Object Workflow
Do not hard code the Object (see above image) when creating Workflow Field Updates. Allow administrators to choose a field to pass based on a relationship (lookup or master detail). For example, a Workflow Rule based on Case would be allowed to have a Workflow Field Update change a Contact field for the Contact record associated with the Case.
Add more account hierarchy functions for parent/child accounts
There isn't much real functionality around account hierarchies. It's obvious that Salesforce.com wasn't really designed for real global account management where a company has many subsidiaries with many account managers.
For one thing you can't report on opportunities owned by an account hierarchy. You can report on opportunities that share a single parent account -- BUT the parent account itself's opportunities can't be included in there.
It gets even worse if an account is the child of one account and the parent of another account. The odds of being able to ever get a global picture easily fade even further.
When you have multiple account managers managing various subsidiaries in an account hierarchy, you can't give them read-only permissions to the opportunities in the other subsidiaries he doesn't own without really trying to be clever with sharing rules, or by assigning the sharing rules manually.
This could really get clunky for an account with dozens of subsidiaries, considering if you are like us, you might have many of these types of global accounts.
Multiple Contacts to be allowed on one activity, be it a task or event! Please!
Our sales reps have meetings where they could literally speak to thirty contacts or have tasks where they could involve 30 contacts. We too, want to track that activity. We want our reps to get credit for all thirty of those talks but we all know our sales people, they don’t want to take 20 to thirty minutes to log the same activity 30 different times. Having the ability to clone activities, tasks and events, and change the contact would be a huge improvement. The best solution would be the ability to add contacts in the same fashion you can add contact roles to an opportunity. This would mean that when running a report for the rep for their activity on the account this activity would show 30 times, once for each contact. The history would also show on the contact record. I cannot tell you how much easier this would make our reps lives!
Time Zone Problem, when 'phoning the world'...
Hi,
I have been using Salesforce now for a few months and I like the software very much I have to say. Salesforce is a good tool.
One function that would help me manage my outbound phone calls better is the following: It would be nice to see the local time of my prospect on my SF screen. It would also be nice to automatically logg the upcoming events (Calls) according to the prospect's local time zone. The way this could be managed is by ZIP Code/ Country of the account or probably better by the prospect's phone number if it is logged properly with teh country code (+41.../ +82...).
I know this may not be too much of an issue for folks, who conduct sales in the US only, but when one 'calls the world', it is hard to understand all time zones of the world and this would make things easier on the 'phone front'.
Best regards from Germany,
Philippe
Convert Lead page customization
When converting a lead, it would be nice if we had the ability to customize the lead conversion page.
Our business process dictates that the Opportunity is not created until after the conversion process and it would be great if we could default the "do not create a new opportunity upon conversion" to checked or remove it altogether from the process.
Additionally if we can enforce the attach to existing policy as opposed to create new OR attach, it would greatly increase data quality.
3 columns in page layout
To reduce scrolling and keep the contacts page as compact as possible it would be nice to have 3 columns (or even more) to display in the page layout. We use check boxes quite a bit and they could easily be displayed in more than 2 columns to save space.
Modify "Meeting Summary" email template
Meeting Summary emails is a nice idea, however the default email template contains a few "too generic" elements. Example, a picture of two businessmen and some SFDC branding items need to be optional or at least customizable.
Use 'Owners' for workflow purposes
I would like to create a workflow rule that triggers a task for the owner of an opportunity, account, or contact in certain circumstances. However, the workflow rules require me to define a specific user, rather than allowing me to indicate that this alert/task etc be delivered to the owner of the record triggering the event.
Modify Home Page "Tasks" Views
Allow for one to modify the layout of the Tasks view off the homepage. I'd like to expose the "Status" field in the view shown on the homepage.
Allow for the Tasks (related list?) to be modified as other related lists can be modified in Salesforce.com now.
Allow Task/Activities to be assigned to more than one person.
When creating a task or activity that two or more people need to be reminded about you currently have to create a task for each user, it would be nice if you could place multiple names in the assign to area.
Ability to share activities within a group / Assign activities to a group
We use groups in order to share rights on cases.
We need to have the same functionality on tasks.
i.e. if a task is assigned to one member of the group, and someone else completes the task, the "completee" can close that task.
Or even better would be the ability to use groups that are setup in the system as the Assigned To field. So if I have a group called support users, you could assign the task to that group (without having to use another license in order to set this up as a user), and then anyone in the group could close the activity once it's completed
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