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Dynamic Forms for Case Standard Object

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

34 comments · 3 months ago

13,530  Points
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Email Signature Images as attachments

Please make it so that the logos and images on email signatures do not show up as email attachments. Whenever someone says they have attached images to an email, I have to go through more than 20 images sometimes just to find the image that they are… Show more

184 comments · 5 years ago

1,320  Points
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Add Recently Viewed Pages to Live Chat Transcripts in Lightning Experience

In the Classic Experience you would be able to view the web pages visitors were currently and recently on in a section called "Recently Viewed Pages" for Live Agent chats. You do not have this ability in the Lightning Experience. This is… Show more

10 comments · 2 years ago

1,180  Points
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Email-To-Case Threading Behavior Update

Retain RefID and/or Thread ID for Email Threading!  We utilize workflow and process builder to send emails related to case records, responses to these emails will not attach to the originating case record because the RefID/Thread ID is no longer used… Show more

12 comments · 6 months ago

270  Points
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Make New Threading Behavior for Emails available for E-Mail Alerts

As of the documentation stated here: https://help.salesforce.com/articleView?id=000355168&language=en_US&mode=1&type=1Soon the RefID/ThreadID functionality to connect E-Mails to a case will be terminated and new Threading behaviour be… Show more

3 comments · 5 months ago

3,000  Points
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Allow Validation Rules based on Data Category in Knowledge Articles

This delivered idea (Allow Validation Rules in Articles https://success.salesforce.com/ideaView?id=08730000000ZMC9AAO) is great, but there is a missing element: sometimes validation rules need to be applied to Data Categories, which is a field that… Show more

32 comments · 5 years ago

6,780  Points
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Push notifications / list refresh in Lightning Experience Console

Currently lightning experience doesn't support push notifications - as documented here:https://help.salesforce.com/articleView?id=console_lex_limitations.htm&type=5Please enable it!  We have a number of different service desk teams who would… Show more

133 comments · 3 years ago

340  Points
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Send knowledge articles to case contacts as PDFs on email in Lightning

We would like for articles to be able to be attached to emails as PDFs, hopefully supporting rich text images, in Lightning.A similar funcationality is available in classic, as is the ability to embed knowledge articles in an email template via a… Show more

1 comment · 1 year ago

1,240  Points
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Add Message-Id to the emails sent from workflow rules/process builder

We have added Thread_Id  to all the emails sent from Case workflow rules. We are using apex email services to process incoming emails. Cases.getCaseIdFromEmailThreadId is being used to retrieve the related Case record, after parsing the email content… Show more

7 comments · 6 months ago

23,230  Points
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Close Case button/page in Lightning Experience

In classic mode, the "Close Case" button takes you to a special "close case page." The status on this close case page only display close statuses. It also can have separate fields that are required and only visible on the close… Show more

423 comments · 4 years ago

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