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3,310  Points
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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

11 comments · 2 months ago

5,340  Points
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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

129 comments · 3 years ago

660  Points
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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

2 comments · 2 months ago

1,680  Points
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Custom Alerts on Kanban Views

The addition of kanban view on opportunities is a great tool. However, even when kanban was only used on opportunities, my experience was that the alert messages only told a user that there were no activiites, or that activities were overdue. This… Show more

21 comments · 4 years ago

3,980  Points
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Include lost opportunities in the opportunity kanban

Currently in the opportunities kanban view, we can see the total per stage and won opportunities, however we would also like to see how much we have lost in the quarter.

100 comments · 4 years ago

7,840  Points
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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.

188 comments · 11 years ago

400  Points
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Ability to Change Quote Owner

We would like the ability to change a quote owner without having to enable quotes without opportunities.So far the solution provided has been to enable¬†quotes without parent opportunities - but this is not the correct solution for us because we do… Show more

12 comments · 1 year ago

20,810  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

281 comments · 10 years ago

7,460  Points
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Enable Quotes to sync custom line item fields

provide the facility to sync custom opportunity line item fields with matching custom quote line item fields

198 comments · 10 years ago

730  Points
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Make Partner a First Class Object

As of June 2020, the Salesforce "Partner" object is very limited. The Partner object should become a "First Class" object At my current org, we use the Salesforce Lightning Partner Related List for many of our bvusiness processes… Show more

7 comments · 9 months ago

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