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20,170  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

271 comments · 10 years ago

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

Add Sales Process to outbound change set

It would be helpful to be able to add a sales process to the outbound change set.  As the system is setup today you must remember to manually create the sales process before deploying a change set that includes a record type and a new sales process.… Show more

10 comments · 3 years ago

1,610  Points
Open
Idea has been posted. Give it an upvote or downvote.

Opportunity Team Member History tracking

It would be really great to have an audit history for OpportunityTeamMember object so as to do a history tracking on team member. This would really help a lot in tracking the composition from start to end of the opportunity sales team and thereby… Show more

35 comments · 9 years ago

3,840  Points
Open
Idea has been posted. Give it an upvote or downvote.

Merge products

We would like to be able to merge products similar to how the merge accounts works. On occassion we will find that we have created 2 products that are essentially the same thing but you can't delete one until you make the product change in all… Show more

88 comments · 13 years ago

3,110  Points
Open
Idea has been posted. Give it an upvote or downvote.

Sales Price field on Quote Line Item object not required

The users should be given options to change the standard field Sales Price on Quote Line Item object. It should be like the Sales Price field in Opportunity Line Item, where the feature Supply default opportunity line item values can be enabled to… Show more

58 comments · 7 years ago

6,490  Points
Up for Prioritization
Up for Prioritization

Add Values to Forecast Category

We'd like to be able to add/change values to the Forecast Category in the Opportunity field. The curent values (Omitted, Pipleine, Best Case, Commit, Closed) are not sufficient for our needs.

174 comments · 11 years ago

14,420  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

177 comments · 5 years ago

4,540  Points
Open
Idea has been posted. Give it an upvote or downvote.

Enable field history tracking on Quotes

History tracking on Quotes shows as "delivered" aloing with the Quotes Tab in Spring '17, however after opening a trouble ticket I was informed that Quote field history tracking was actually not delivered and is still "under… Show more

113 comments · 3 years ago

1,720  Points
Open
Idea has been posted. Give it an upvote or downvote.

Link/Relate Opportunities to Other Related Opportunities

Every so often I have two separate opportunities that tie back to one another. I would like to be able to have a related/link button so when I'm looking at one opportunity the others will show on that page so i can see the whole project.

54 comments · 13 years ago

1,670  Points
Open
Idea has been posted. Give it an upvote or downvote.

Mapping the Description fields when Converting Leads to Opportunities ...

Currently, when converting a Lead into an Opportunity, most of the data contained in the Lead disappears ... this is especially true for the contents of the Description field. I suggest the Description field of the Lead should be transferred in its… Show more

36 comments · 9 years ago

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