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

Checkin action button

It would be great to have a button on an Appointment that marks the Appointment Attendees as Checked In, so that student workers manning the front desk of an advising office can mark when advisees arrive for their appointments. Currently it requires… Show more

0 comments · 1 year ago

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

Filter list of Users returned when adding Success Team members

Currently the Add to Success Team widget returns all Contacts and Users. This organization sometimes has the case where one person can have a standard salesforce User, and ALSO a Community User (eg an advisor that is applying to the Graduate School)… Show more

0 comments · 1 year ago

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

Ability to use SF Email Editor

The Send Email link from Appointment Manager and Email Advisees button from cases list view is not functional enough for our users. They need the ability to -Add additional recipients (student university and student personal email address, other… Show more

0 comments · 1 year ago

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

Queue Management for Individual Advisors

Queue Management is currently built according to this SAL documentation:"Topics and Subtopics that are used with the queue management advising model are stored in the Queue Topic Setting object, which has a child relationship to the Topic and… Show more

0 comments · 1 month ago

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

Class schedule visible/subscribe for students - mitigate schedule conflict

Somehow to prevent students from booking an appointment with an advisor when they have a class scheduled at that time. This is apparently a big problem with some schools. One idea is to make visible the class schedule to them in the community, as… Show more

0 comments · 2 years ago

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

Calendar Colors for Appointment Record Types

USE CASE: From the Salesforce Calendar View, it is difficult to determine the nature of the event (Appointment Record Type), i.e. Advising Event, vs. Advising Time vs. Non-Advising Event as they are all the same color.  This makes finding… Show more

0 comments · 4 months ago

450  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 · 2 years ago

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

SAL Allow Advisors to Share Notes with Students

Some advisors take notes during an advising session they would like to share with the student. Suggestion is to add a option within a Note to allow students to see this note. Currently they need to copy the notes into an email and send to student.

2 comments · 3 years ago

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

Customize Notes object and attach notes as pdf/word in email

Customize notes object - to be able to attach files and add buttons for quick text or email templatesAttach notes as pdf/word in email templates

0 comments · 2 months ago

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

Link files from students to their advisee case

As an Advisee I want to share files that I upload to the community with my Advisors so that they can see what I've uploaded. When I upload a document into the community via the files component the system should link that document to my advisee… Show more

0 comments · 3 years ago

1 to 10 of 182 | Next