Salesforce IdeaExchange
Need ability to report on Case Team members
Winter'09 introduced the concept of Case teams, and I've been testing it in our Sandbox. Neat feature, thank you!
Release notes warn "Currently, you cannot report on case teams".
This is must-have functionality, so that users can run reports that show what Cases they have been a team member on, and so managers can show how more easily track the number of resources involved in a Case.
Consider this Idea as a request to expedite report functionality for the new Case Team feature.
Public directory to connect with other salesforce.com customers?
Have you ever wondered who is using salesforce.com and how you'd connect with them?
Now that we've released salesforce to salesforce S2S, you can easily connect with companies and contacts you know and then share data with them.
But what about finding companies based on a profile search or a set of attributes like type of company, vertical focus, market coverage, business need, location etc etc?????
Would you opt in to publish your business profile and make it publicly visible?
Do you want to share Cases with other salesforce.com customers?
Today with Salesforce to Salesforce you can collaborate on leads, opportunities and any custom object (e.g. MDFs, Orders) with other companies (e.g. resellers, vendors, distributors, suppliers) that are using salesforce.com.
Will you be interested in using the above service to collaborate on cases with third-party agents?
Share Opportunity Products using Salesforce to Salesforce
A common use case in the Hi-tech industry is for partners to add products on a shared opportunity or when registering a deal with a vendor. We've often heard the requirement that partners want the most updated product details and sku's from the vendor. Currently, S2S does not support Products and Opportunity Products. Do you think s2s should support this use case?
Automatic Apex/Visualforce code changes when Field Name changes
When I rename a Field Name, if the Field Name is referenced in formula fields, these formulas are automatically updated to refer to the new Field Name. However, if Apex code or Visualforce pages reference the Field Name, I get errors and have to change the code/pages manually - and that is not easy to do. Instead, I prefer of a Field Name change causes the code or page to be updated like formula fields are updated automatically.
SF Mobile - Team Data for Tasks and Events
Currently, users cannot download team data on SF Mobile for Tasks and Events. For example: If was was a Sales Manager or above and wanted to see data on all onsite visits taking place (Logged Calls) in SF Mobile, I cannot do it. Currently I can only see my own or those that relate to me directly.
I believe you could do this in early 2008, but it recently dissappeared. We couldn't use tasks and events much on mobile previously because the start and end appointment times weren't working correctly. Now those are fixed, but we can't create any views for the data logged in the system.
In the help guide on the Salesforce Mobile console it says you cannot synch "All Records" for Events. We would like to synch the user's team records but it is not an available option for events.
Optionally, use filters to restrict the records that a parent or child data set includes:
Use the Filter by Record Ownership options to configure Salesforce to automatically synchronize records based on the owner of the record. The possible options are:
All Records: Salesforce automatically synchronizes all records the user can access. The All Records option is not available for tasks and events when they are parent data sets in a mobile configuration. This helps prevent failed data synchronization due to activity filter queries that take too long to run.
User's Records: Salesforce automatically synchronizes all records the user owns.
User's Team's Records: Salesforce automatically synchronizes all records owned by the user and the user's subordinates in the role hierarchy.
User's Account Team's Records: Salesforce automatically synchronizes accounts for which the user is an account team member, but does not include accounts owned by the user.
User's Sales Team's Records: Salesforce automatically synchronizes opportunities for which the user is a sales team member, but does not include opportunities owned by the user.
None (Search Only): Salesforce does not automatically synchronize any records for this data set; however, users can use their mobile devices to search all of the records they can access.
New Customer Portal using Force.com Sites
Can we have a new Customer Portal product which is developed using Force.com Sites capability ? This would change the pricing approach for the Portal and allow us to justify the portal product based on page loads instead of the pricing being based on number of users/customers logging on to the Portal.
We recognise that using Force.com sites we can build our own customer portal, but we feel it would be better if Salesforce did this instead and made it a standard product, taking advantage of the Sites pricing approach.
@page not working for visualforce page to pdf
I want to use @page to change the page format from letter to A4 size, but it is not working. The example at http://wiki.apexdevnet.com/index.php/Visualforce_CaseHistoryTimeline suggests I just need to create a style called @page but when I do this it makes no difference - the page is always created in 8.5inch*11inch (letter) size/format.
I want to hide Custom Buttons
I want to hide a custom button under certain conditions. For example, if I could specify a formula in the button definition, if this formula evaluated to true then the button would appear, but if false the button would be hidden. At the moment when I add a custom button to a page the button is alwasy present and there is no way to make it hide. This causes issues if the button is pressed when it is not appropriate to press it.
Need custom page layouts for visual force pages
It should be possible for a developer to create a visual force page and allow some/all of the page fields to be customisable when the app is installed. This would allow the application user to remove or change position of fields to suit their needs, and create different page layouts for different users using the application.
In our case we have developed a quote application and we need to allow the user of the application to determine which totals are shown, and where they are shown on the page. Some parts of the page should not be configurable, but it would be nice if some level of customisation was possible when using visualforce.
Sort Cases by Date when last Comment added, or Date when last attachment added
I use the Console to manage cases. We want to be able to sort the list of cases in the upper part of the console using the date when the case was last updated. This allows us to see cases which are being worked on to be together at one end of the list, and cases which don't have so much activity at the other end. There is a field called "Last Modified Date/Time" but this field is only changed when the case header is changed. If the only change involves adding a comment, or attachment, then this field is not changed. Perhaps another date/time field is required which contains the Date/Time when the Last Comment/Attachment was added. Or, maybe the exisitng "Last Modified Date/Time" should be updated when comments are added, or when attachments are added.
Attachments for Web to Lead
Many of the custom solutions that our customers request require supporting documentation such as a deployment file. We are looking to enable a web-to-lead solution to replace email requests, however currently the function does not support attachments. This would be nice to have.
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