Salesforce IdeaExchange
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.
Dashbaord refresh emails
Currently you can only email admin or a particular role a dashboard refersh.
It makes sense to be able to email the running user! you can only set it to email a role or group and if its a personal dashboard this makes it impossible as it only needs to go to the running user.
Enable Access to Raw Post Data in Visualforce Pages
It would be great if we could access the raw post data sent to a visualforce page (exposed through Salesforce Sites) ...
e.g.
postData = ApexPages.currentPage().getRawPostData();
This would enable us to process XML from a variety of outside services (such as Google Checkout).
Cross-Object Formula for Owner field
We want to take advantage of the Summer '08 functionality of having a cross-object formula field to auto-populate some user information for the owner of a record. Unfortunately, this does not appear to be possible. We can get user information from the "Created By" and "Last Modified By" fields, but not the "Owner" field.
Please allow us to access the User record for the Owner field in a field formula so we don't need to use a trigger to get this information.
Allow long text area custom fields on Activities
Our sales team needs the ability to add information related to customer visits (Events) in more than one (standard field: description) long text area field. Currently, SFDC doesn't allow long text area custom fields in Activities.
Allow custom "Text Area (Long)" fields on Activities.
We're not able to create fields of type "Text Area (Long)" on the Activity object. We need this custom field type added to Activities.
Event enhancements to allow meeting minutes or reports
I would like to see the following enhancements on events:
1. ability to accept for an invitee. Now if the invitee does not click accepted on his invitation but calls to tell you he accepts you will not be able to put him in the accepted list
2. ability to register after the meeting if the person actually attended or not
3. ability to create meeting minutes or event reports in a separate object that are linked to the event that could automatically be sent using an email template to the attendees of the meeting or other people
This would save great time in creating/distributing meeting minutes and to communicate any follow-up activities that are resulted from the event.
This functionality is currently not available and I do not know a way to create this using custom objects since I cannot reference an event on custom objects.
Scheduled and Emailed Reports & Dashboards
I want the ability to schedule the refresh of a dashboard or a report.
The report results would be stored (so users can see the refreshed report online immediately).
Also, the Report or Dashboard could be scheduled for delivery by email to specified users or groups.
Default Opp Close Date Upon Lead Conversion
During the lead conversion process, users are able to create an opportunity. After the opportunity is created, the close date of that opportunity is automatically set to the last day of the current fiscal quarter.
Currently, we cannot change this setting. In the future, we would like the ability to adjust this close date default to "120 days from today".
Allow reporting on Approval History
We are using the approval workflow but need to be able to report on where all records in a given process are (i.e., which step, who is the current approver). Opening up the approval history for any & all records that are going through an approval process would give us this ability. It should be from the point of view of the object looking at the approval history like it was a related list.
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