Salesforce IdeaExchange

Layout abilities / HTML in Solution text

RikvdW — Fri, 12 Sep 2008 03:21:17 PDT

It would be helpful to layout the text of Solutions, so that it is better to understand for customers. For instance by having the ability to make a HTML versions of Solutions

Schedule Emails to be sent on certain dates

dmayfield — Thu, 20 Nov 2008 03:09:53 PST

It would be nice to be able to schedule emails to be sent to a client on certain days. We send out a series of four emails. 1) When a client subscribes 2) after one week 3) after two weeks 4) after three weeks. At this time we have to schedule a task so we know which day to send each one.

It would be helpful if SalesForce allowed users to set dates all at one time to distribute those emails, so the user doesnt have to create 60 tasks for 20 customers just to send a series of email.

Example: Send 2nd Email scheduled 1/8/2007, Send 3rd Email scheduled 1/15/2007, Send 4th email scheduled 1/22/07

The user would specify which email needs to be sent on each date with any attachments, but doesnt have to think about it after entering all the dates the first time. SalesForce would automatically send on the days specified.

Define Workflow trigger Rule Critera using a Field Value OR Formula

Chelle — Tue, 4 Nov 2008 11:38:32 PST

The Workflow would be more useful if the Rule Criteria used to establish when an action needs to occur could be defined using either the existing field-specific values, or using a formula.

Using a formula, workflows could be triggered when:

- the value of a field is changed i.e. using 'ISCHANGED);
- the values of two or more fields are compared i.e. if FieldA= FieldB
- the prior value of a field is the trigger i.e. using PRIORVALUE

Currenltly this functionality is available later in the process, but only on Update Field, and only on text or number field updates. It enables you to add more detailed conditions. The proposed functionality would move add these conditions to the start of the process and enable tasks, emails and other field updates (e.g. checkbox, picklist) to be triggered with the same detailed conditions.

More Advance Notice of New Features

Monica — Fri, 12 Sep 2008 03:24:49 PDT

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

Combine the Admin Preview with the Release Notes

Monica — Fri, 12 Sep 2008 03:24:49 PDT

Combine the release notes and admin preview/feature overview.

Spring '07 Admin Preview (index):
http://blogs.salesforce.com/features/spring_07_release.html

Spring '07 Release Notes:
http://na1.salesforce.com/help/doc/en/salesforce_spring07_release_notes.pdf

PDF Version of Admin Preview

Monica — Fri, 12 Sep 2008 03:24:49 PDT

A PDF version of the admin preview/feature overview is sufficient in advance of the release.

Spring '07 Admin Preview
Web Version:
http://blogs.salesforce.com/features/spring_07_release.html

PDF Version:
http://success.salesforce.com/files/AdminPreview_Spring07.pdf

See All Records in a View or At Least the Amount

LogoJon — Fri, 14 Nov 2008 13:41:25 PST

Selecting a view, whether it be leads, accounts, projects, cases, activities, etc., we constantly click "more records per list page."

It would be helpful to have two things:

1. A total of how many records appear in a view.
2. The ability to select how many records you would like to appear on one page in the view.

Setup Tree On Custom Objects

AlexCRMmanager — Mon, 20 Oct 2008 13:38:42 PDT

It would be really great if we had the option to view the same setup tree for Custom Objects that we have for Standard Objects. While the current combined setup page for Custom Objects works fine for small objects, when you get a lot of custom fields and page layouts for a custom object the setup page gets WAY too long, and you waste a lot of time scrolling up and down. I would like to have the option to to use either the custom object setup page, a setup tree like standard objects have, or BOTH.

Anyone else think this would make it easier to work with large custom objects?

Add Field To Search Layouts As Part of New Custom Field Wizard

AlexCRMmanager — Thu, 23 Oct 2008 22:36:19 PDT

It would be incredibly helpful if we could add a new custom field to any search layout as part of the New Custom Field wizard, like you can add fields to any page layouts through the wizard.

This would make new custom field creation much more efficient, especially on custom objects, where no fields are shown on search layouts by default except for the record name.

Would anyone else find this helpful?

Formula Editor for Email Templates

AlexCRMmanager — Mon, 20 Oct 2008 13:39:36 PDT

It would be really great if we could embed formulas in email templates. There are certain situations where we only need a calculated value on an outbound email, and being able to embed the formula in the email instead of putting on the parent object would be much better.

For instance, say we wanted an email template to say that a response was required by 7 days from today - we would have to make a custom formula field for every object that might use that template, and then create separate templates for each object!! What an incredible was of Saleforce.com resources (storage, processing power, network bandwidth, etc.!!)

If we could embed the formula in the e-mail template, we would only have to create one template, no custom fields, and the formula would only be calculated when the email template was used!!