Ideas - Salesforce Trailblazer Community
Trailblazer Community
Post an Idea
7,270  Points
Open
Idea has been posted. Give it an upvote or downvote.

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.

187 comments · 11 years ago

15,800  Points
Open
Idea has been posted. Give it an upvote or downvote.

Increase limit of row level formula in report

In winter 20 release salesforce introduced row level formula fields in reports.It is really an awesome feature. But it is restricted to 1 field per report, we can only create 1 field in a report. It should be more. Can salesforce plan to increase… Show more

155 comments · 1 year ago

2,410  Points
Open
Idea has been posted. Give it an upvote or downvote.

Edit Dashboards Created by Different User (With Manage/Edit Permissions)

Currently you cannot edit a dashboard if it was created by somebody else, even if you have Manage/Edit Dashboards permissions. The Knowledge Article on this topic states: ​"Note: If the "Edit" button appears for a dashboard the user… Show more

23 comments · 2 years ago

53,830  Points
Open
Idea has been posted. Give it an upvote or downvote.

Ability to report on Users' Permission Set Assignments

Now that we have the great and wonderful Permission Set Assignments, we also need to be able to report on it. Just like we can already report on users' role and profile, we need the ability to report on permission set assignments too. For example… Show more

508 comments · 8 years ago

13,490  Points
Open
Idea has been posted. Give it an upvote or downvote.

Increase Dynamic Dashboard limits

The number of Dynamic Dashboards for an org is capped at 10.  Please increase this limit, or remove the cap.  It's frustrating that an "Unlimited Edition" org has caps for key features.I realize additional dynamic dashboards can be… Show more

134 comments · 8 years ago

65,550  Points
Open
Idea has been posted. Give it an upvote or downvote.

Workflow email alerts to contacts should be recordable as activity history

The new ability to send email templates to contacts triggered by time-based workflow is a great process automation capability, but we need to see the history of those emails against the contact. There should be a check box when you create an alert… Show more

758 comments · 13 years ago

39,970  Points
Open
Idea has been posted. Give it an upvote or downvote.

Use Lightning Email Templates in Email Alerts

Please add support for Lightning Email Templates in Email Alerts. Email Alerts still use classic email templates which means admins need to manage a separate set of templates in order to send out automated email notifications like customer… Show more

362 comments · 2 years ago

73,890  Points
In Development
Under active development by Salesforce. No commitment or firm timelines on delivery.

Add a new Standard field type: Address

Often times Address blocks need to be added to Custom Objects are even Standard Object (often to Opportunities for example to identify precise shipping locations). The Address type already exists but Admins can't create them. Open it up! ; )

833 comments · 13 years ago

24,420  Points
Open - Not Planned
Open - Not Planned

Allow custom "Text Area (Long)" fields on Activities.

We're not able to create fields of type "Text Area (Long)" on the Activity object. We need this custom field type added to Activities.

607 comments · 12 years ago

111,120  Points
Partial Delivery
Idea was partially delivered. We post an update about anything that wasn't delivered.

Dependent page layouts - data rules to show, hide, or make fields/sections req'd

There are times when it would be ideal to show different fields or sections on a page based on field data. For example, if a field for "software interest" is selected on a lead page, it would be nice if a section and/or fields related to… Show more

850 comments · 14 years ago

Prev | 11 to 20 of 500 | Next