Salesforce IdeaExchange
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.
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.
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.
Allow workflow (or approval process) to trigger workflow
Found out that I cannot trigger a workflow rule off another workflow or approval process. Who else thinks that salesforce should recognize a field update by human hands the same as by workflow/approval process?
Example: I have a picklist field Status which starts out as "Not Submitted". After the employee submits it thru the Approval Process, the Status is changed (by the Approval Process) to "Waiting for Approval" (and from there the Approval Process will change the field to "Approved" or "Rejected" according to the AP). The Status field is Read-Only to the users, so that they can't approve their own items (obviously).
I created a reminder email workflow to go out to the owner if it's "Not Submitted" after 24-hrs. But, because salesforce does not recognize the field update made by the workflow, the reminder email goes out FOR ALL (regardless of the Status). To be sure, I updated a few Statuses automatically, and they pull out of the queue just fine.
I'm sure that others have great use cases for workflows triggering other workflows, as well.
So just to reiterate - salesforce, please recognize field updates made by human hands the same as field updates made by your computer system!
API only user
We have several external application, from Drupal modules to 3rd party applications that post/submit information to SF.
The biggest hurdle is to assign a user name for the API access. I don't want to provide such an application with a standard account, but instead, I would like to have some kind of a API only (no gui access) type of account.
This way, I could assign for my API access a different user , and could know whic of them is doing what. I can control them, have reports etc.
I think that such an account would have to cost a lot less than a regular account also.
Allow Activities to roll-up to the Account when they are created on related records in Custom Objects like they roll up when created on a related contact
It gets confusing to end users when certain activities roll-up to the account and other activities do not. Also, users often complain because they don't get to see all activities related to an account on one screen. So we should be able to optionally have any activities that are created in related custom objects, roll-up to the Account, the same way activities that are created on a contact or opportunity roll-up to the account.
Also, it would be ideal if any parent-child (lookup), relationship allowed for this functionality, where you can have any activities that are created on the child, appear on the parent.
Also, just to be clear. I am NOT talking about roll-up summary fields.
Roll-up summary field - cases on account
We would very much like to be able to do a count of the # cases on an account. Like other rollup summary fields we might even want to have a few different aggregates so that we could differentiate a few key types of cases or time-frames as well as an overall total.
For us having a case count by contact is not as important, but for other businesses it might be. Ideally there would be the ability to do summaries of cases at both the contact and account level.
API capability to retrieve Recent Items list of ID's
An Uncommon request... In an integrated application with a visual front end, I have a need to "start" the user someplace in their Account/Contact/Opportunity records.
It would be helpful if the GetUserInfo call could return the most recent "n" record ID's from that users "Recent Items" list. I don't need types, etc., that can be figured out, just the ID's would be sufficient.
This way the external interfaces can easily start the user at the most recently used records that they were using in the standard UI.
Discussion:
Clearly you can get around this now by just providing some ID through whatever mechanism you use to launch the application in the cases where it's launched via a URL or a web services call.
However doing this in a more standardized way would be better.
I can also see the value in not burdening the GetUserInfoResult with an extra 300 bytes or so when most people won't use this. Perhaps GetUserInfo can be parameterized to control it's inclusion. Pass an integer between 0 and 10 (defaulting to 0) to indicate how many MRU ID's you want returned.
I don't expect many people to find this useful. But it would be handy and, I suspect, easy to do.
Thanks, Steve.
Revenue Schedule should divide amounts as evenly as possible
When the Divide Evenly option is selected, the system only uses whole numbers, which means that the division is actually pretty significantly uneven. We use the first few months of the revenue schedule for commissions, which means that sales reps are getting short-changed by this. Please divide it as evenly as possible, down to the hundredths.
The ability to use a picklist value in a formula field without ISPICKVAL
Currently, it is not possible to use a picklist in a formula field just by inserting the merge field. Creating a text formula field, one would think that it is possible to display a value of picklist just by inserting the merge field into the formula. However, without using the ISPICKVAL function a picklist cannot be used in a formula field.
Please add the ability to use a picklist in a formula field without using the ISPICKVAL function.
Multiple Master-Detail relationships
It doesn't seem to be possible to create a chain of master-detail relationships, like this:
House -> Key Set -> Key
Using this example, I can create a master-detail relationship between House and Key Set. But I cannot then create one between Key Set and Key, as the Key Set object doesn't appear on the drop-down menu when I try to add a master-detail field on the Key object.
This means:
- I can't use roll-up summary fields on Key Set
- If I delete a Key Set, the Key objects under it won't be deleted
Please make it possible to chain master-detail relationships.
Export Data of Recycle Bin by DATALOADER
I want to export data of recycle bin by dataloader.
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