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17,330  Points
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Idea has been posted. Give it an upvote or downvote.

Dynamic Forms for Opportunity Standard Object

This idea was created to track feedback and progress about enabling Dynamic Forms for the Opportunity standard object. This is a continuation of the work that was started based on one of the top IdeaExchange ideas: "Dependent page layouts - data… Show more

85 comments · 8 months ago

22,580  Points
Open - Not Planned
Open - Not Planned

Merge Opportunity Records

 Ability to locate and merge duplicate Opportunity records. My users sometimes create 2 Opportunities on 1 Account record by mistake. I currently right now must delete one of the two Opportunity records where I chance losing valid information/notes… Show more

294 comments · 11 years ago

15,930  Points
In Development
Under active development by Salesforce. No commitment or firm timelines on delivery.

Opportunity Queues

Currently you can create Queues for Leads, Cases, and Custom Objects. Customers would like the ability to create Queues for Opportunties.  Show more

185 comments · 6 years ago

5,890  Points
Open
Idea has been posted. Give it an upvote or downvote.

Restrict Queue visibility to certain Groups/Users in Salesforce?

Restrict queue visibility groups/Users/roles  in Salesforce? I have queues only for certain groups and do not wish others to see. I just referring the Name of Queues being visible when a user looks at all of the Queue names in record owner… Show more

92 comments · 7 years ago

10,690  Points
Open - Not Planned
Open - Not Planned

Opportunity Products record types

Give us the ability to assign record types to opportunity line items -- OR -- Give us the ability to assign different Opportunity Product page layouts based on the Opportunity's record type. That would be so handy to any company that sells… Show more

251 comments · 13 years ago

6,520  Points
Open
Idea has been posted. Give it an upvote or downvote.

Make Opportunity Contact Roles RecordType Specific

Record Types are great for tracking different kinds of data in Salesforce. The ability to show different layouts and picklist values allows deep customization. But if you're using Opportunity Contact Roles, for example, you can't filter them… Show more

86 comments · 14 years ago

2,020  Points
Open
Idea has been posted. Give it an upvote or downvote.

Dynamic Forms for Quotes Standard Object

This idea was created to track feedback and progress about enabling Dynamic Forms for the Quotes standard object. This is a continuation of the work that was started based on one of the top IdeaExchange ideas: "Dependent page layouts - data… Show more

4 comments · 8 months ago

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

Opportunity specific email exchanges

Need t ocome up with opprtunity specific email exchanges when EAC is active. Right now all the emails to a contact is presented under ever opportunity where the contact is active. Pipedrive has a deal specific email for each opportunity that lets you… Show more

0 comments · 1 day ago

1,230  Points
Open
Idea has been posted. Give it an upvote or downvote.

Enable Quick Actions For Opportunity Line Items

Currently, we do not have ability to create "Actions" for Opportunity Line Item. We have only Buttons and Links. If saleforce add Actions for OLI it will be great to enhance user experience and performance by developing custom lightning… Show more

25 comments · 4 years ago

4,900  Points
Open
Idea has been posted. Give it an upvote or downvote.

Change Value of "Keep Opportunity Team" Checkbox

Grant Administrators the ability to set the default values (TRUE/FALSE) of the following checkbox fields when Opportunity Ownership is changed:Keep Opportunity Team: Currently defaulted as FalseSend Notification Email: Currently defaulted as False  Show more

103 comments · 8 years ago

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