Salesforce IdeaExchange
How do I mass update account owner
I need to mass update account owner for some of my account. How do i do that?
Expand criteria for role-up fields from line items to products
The ability to show line item aggregates (Count, Avg, Min, Max) directly on opportunities is a leap forward in Winter '08, but just not good enough. What I really need is the ability to include fields from the Product object, e.g. Product Family, in the criteria.
Example: "give me the sum of [Sales Price] for all attached line items having products with [Product Family]='Services' and [Internal]=False". Curently, only fields of the Line Item (Opportunity Product) object are available.
Clone a Field
As a system administrator, it is very frustrating when you cannot clone a field. It would be great to be able to clone a picklist field when a new one is required and only re-define the picklist values.
Ability to Make Address Fields Required
Please give us the ability to make the shipping and billing address fields required! It's an often over-looked field by our admin-adverse sales reps.
Sort Activities and Activity History by last Modified date.
I think that it would be helpful if the Activities and Activity History is able to be sorted by the activity that was the most recently added or most recently modified instead of being sorted alphabetically. I do not care about things that happened 2 years ago. I want to be able to easily view the most recent info on one screen
Recyle Bin - Searching & Viewing of Deleted Records
It would be helpful to be able to view a record in the Recycle Bin instead of just being able to Undelete. There are many times in my Deduplication work that I have been asked about a record being removed and to be able to quickly look it up without doing an "Undelete", Viewing the Record, then Deleting again, it'd be nice to be a 1 step process.
Reclassify and Redirect Questions on IdeaExchange To Community
Might it would be good (and make IdeaExchange cleaner - as in remaining focused on submitting and commenting on Ideas) if there was a way to have the administrator/monitor/product mangers reclassify a question submitted (rather than an actual idea) as directed to community and to actually redirect/repost the question to the community discussion boards on behalf of the submitter.
HR information private even for SF administrators
We also use Salesforce to manage Human Resources. This means that salary information for every staff person is in the system. I am the system administration but I shouldn't be able to view any other person's salary information. The model we use is that each person can view it's information and the information of their team, but not that of people in other teams.
So, we have two processes in conflict: HR and Salesforce administration.
It would be fantastic if we could customize this security settings, maybe a good idea is to have the ability to identify 1 or 2 objects that can skip the administrator's modify all data capability. So, after the object is created and tested, the administrator would mark it, and the object would skip the modify all data permission and be subject to the sharing rules that apply for every other SF user.
Thank you!
Split Cases (Service Requests)
I would like to request the functionality of splitting service requests into separate cases. It's possible to clone cases but you would not be able also split associated records such as activities and emails.
Would like to know whether "Send Notification Email" has been checked after task has been assigned to another user
Currently there is no way to tell if a "Send Notification Email" has been checked or not once you click save. It would be useful to check if this was checked or not once Task is saved.
Less Advance Notice of New Features
Send the admin preview/feature overview two weeks in advance of the release.
Spring '07 Admin Preview (index):
http://blogs.salesforce.com/features/spring_07_release.html
More Advance Notice of New Features
Send the admin preview/feature overview six weeks in advance of the release.
Spring '07 Admin Preview (index):
http://blogs.salesforce.com/features/spring_07_release.html
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