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7,330  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

35 comments · 4 months ago

21,430  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

285 comments · 10 years ago

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

Synchronise the SortOrder between Classic & LEX for Quote Line Item

When creating a quote, it happens that the quote line items in Classic have a different SortOrder than the quote line items in Lightning Experience. If you then try to use the "Start Sync" functionality on the quote you get an error message… Show more

0 comments · 1 day ago

4,830  Points
Open
Idea has been posted. Give it an upvote or downvote.

Opportunity not showing key fields for the last stage in the Sales Path

When user clicks on Closed Won OR Closed Lost stage in the opportunity sales path in lightening expirience, key-fields which were set in the sales path settings are not showing up(Shown in the image below).Once the opportunity successfully completed,… Show more

67 comments · 4 years ago

1,160  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 · 4 months ago

8,120  Points
In Development
Under active development by Salesforce. No commitment or firm timelines on delivery.

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.

194 comments · 11 years ago

7,720  Points
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Idea has been posted. Give it an upvote or downvote.

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

200 comments · 10 years ago

4,110  Points
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Idea has been posted. Give it an upvote or downvote.

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

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

Email Quote template needs to default to HTML

When using the standard SF "Email Quote" button on the Quote record, the email window that is opened is a text-only template. In order to successfully track emails using Enhanced Email, you need to have HTML templates. So, the default Quote… Show more

0 comments · 1 day ago

3,300  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

62 comments · 8 years ago

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