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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

48 comments · 5 months ago

370  Points
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Support Dynamic Forms for standard object Knowledge

Posting on behalf of customers:************Knowledge is awesome. Dynamic Forms is awesome.Knowledge + Dynamic Forms = ????You tell me! Upvote this and more importantly, add comments on your use scenarios to help make it real for me and build my case… Show more

1 comment · 2 months ago

6,300  Points
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Increase Email & Attachment Size Limit to 65MB

My org has email-to-case set up and the problem we have right now is that when we try to receive or send emails with large or many attachments, we have no way of knowing proactively when those are undeliverable. We only find out after our customer is… Show more

112 comments · 2 years ago

370  Points
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Attribute for Skills Based Routing - Maximum Mappings

Attribute Setup for Skill-based routing is a great tool, however, it is very misleading. Some companies have complex skills. The maximum number is 100 skill mappings per object, some companies have status picklists longer than that. We need an… Show more

11 comments · 1 year ago

110  Points
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Einstein Chatbot: exit chat window after clicking "Confirm End Chat"

The built-in Einstein chatbot window currently asks for three clicks (see below) for one to minimize the chat window and exit a chat:1. First click the 'X' on the top right of the chat window, a pop-up appears asking for confirmation to end… Show more

2 comments · 1 year ago

1,770  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

17 comments · 8 months ago

1,390  Points
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Allow users to create an article from a case Option for Lightning Knowledge

We are moving from Classic Knowledge to Lightning Knowledge and there are lot of features in the knowledge Settings which show that its is available for classic only.One of the very important feature is "Allow users to create an article from a… Show more

9 comments · 2 years ago

7,240  Points
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Allow to respond to emails without email history thread in Lightning

In Classis, you have the option to reply to an email and include the past email sent or to click on Send Email and start off with a new email in the Case object.In Lightning, when you click on Send Email, it automatically populates the information… Show more

113 comments · 2 years ago

10,150  Points
Open - On Roadmap
Open - On Roadmap

Allow Live Agent to also transfer file to customer

In the pilot feature - transfer files, the cutomer can send files to Agent. However Agent can't send files to Cutomer.We want it can also work for Agent. It's also very important for Agent to send files/screen shot as support to help… Show more

190 comments · 7 years ago

15,080  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

202 comments · 5 years ago

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