Ideas - Salesforce Trailblazer Community
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20  Points
Open
Idea has been posted. Give it an upvote or downvote.

Conditionally limit dates/times advisee can add themselves to Queue Waiting Room

Given the move to virtual advising due to covid, the ability to use Queue Waiting Rooms to manage 'drop-ins' remotely has a lot of appeal - but one limitation is that advisees can add themselves to the Queue at 3am if they want.  Please allow… Show more

0 comments · 1 day ago

330  Points
Open
Idea has been posted. Give it an upvote or downvote.

Ability to set availability by topic

Advisors often need to set aside appointment blocks for specific topics to ensure adequate supply during certain times of the year (ie. drop/add, new student onboarding). Currently, they can only set availability globally for all topics so in the… Show more

0 comments · 3 months ago

360  Points
Open
Idea has been posted. Give it an upvote or downvote.

Front Desk/Intake Functions for Advising Units

The Front Desk/Intake role is a common one in large Advising Units that SAL doesn't support well and is a big pain point for Advising Units transitioning from current enterprise appointment management products. 1. Ability to view multiple… Show more

1 comment · 1 year ago

330  Points
Open
Idea has been posted. Give it an upvote or downvote.

Configure max number of future appointments for an Advisee

In some cases, units do not want an Advisee to schedule more than one appointment. There is no way to pull this together with rollups or reporting easily. Ideally, we could set a max number of future appointments (this org may just be 1), so that… Show more

0 comments · 2 years ago

210  Points
Partial Delivery
Idea was partially delivered. We post an update about anything that wasn't delivered.

Ability to control system-generated confirmation emails

System generated SAL confirmation emails are great! Except that we would like to control them a bit more - language, what is merged, additional merge fields from Advisee or Advisor record, who it's coming from (system email vs logged-in user),… Show more

2 comments · 2 years ago

340  Points
Open
Idea has been posted. Give it an upvote or downvote.

Merging Contacts Tab

With each Contact in its own Administrative Account, the familiar "Merge Contact" button is a pain to use, requiring: Step #1: Merge the Accounts Step #2: Merge the Contact Can we have a tab like the NPSP "Merge Contact" tab to… Show more

10 comments · 4 years ago

220  Points
Open
Idea has been posted. Give it an upvote or downvote.

Primary Business Organization based on role

Someone can be related to a School or University as student or employee. What is happening now: - A contact works at a School or University (the Account has the Educational Institution Record Type) - When I add an Affiliation to the University, SF… Show more

7 comments · 2 years ago

210  Points
Open
Idea has been posted. Give it an upvote or downvote.

Add "Description" field on Trigger Handler records

Admins can disable HEDA-specific triggers using Trigger Handler records, but these records only display the name of the relevant class to be run or deactivated. I'd like to see a Description field added to these records with a brief description… Show more

5 comments · 3 years ago

170  Points
Open
Idea has been posted. Give it an upvote or downvote.

Account to Account Affiliations

We need to relate Accounts between them in order to register agreements between partners for academic program releases so we can track which programs offered by a University are also offered in other associated partners. In that affiliation could… Show more

6 comments · 3 years ago

210  Points
Open
Idea has been posted. Give it an upvote or downvote.

New HEDA custom object (Plan) vs. Academic Program Account record type

Born from 2017 Higher Ed Open Source Software (OSS) Community Sprint, this Idea focuses on improving how degree programs/plans are recorded in HEDA. Our intention with this Idea is to improve how degree programs/plans are recorded and used in… Show more

18 comments · 3 years ago

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