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1,340  Points
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Add Sales Process to outbound change set

It would be helpful to be able to add a sales process to the outbound change set.  As the system is setup today you must remember to manually create the sales process before deploying a change set that includes a record type and a new sales process.… Show more

17 comments · 4 years ago

1,010  Points
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Allow Opportunity Split permissions to be customized

Currently only the owner and persons higher in his/her role heirarchy can add an Opportunity Split record. This permission should be customizable so that we can make a particular set of users responsible for adding/deleting split records.

20 comments · 7 years ago

6,350  Points
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Make Opportunity Contact Roles RecordType Specific

Record Types are great for tracking different kinds of data in Salesforce. The ability to show different layouts and picklist values allows deep customization. But if you're using Opportunity Contact Roles, for example, you can't filter them… Show more

85 comments · 13 years ago

2,050  Points
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Quote contact to autopopulate 'Prepared for' contact fields in LEX

In Classic, you can select a contact in the 'Contact Name' field on a quote. Upon saving the quote, the email, phone and fax fields are autopopulated from the Contact's record. This functionality is not present in Lightning. We would like… Show more

74 comments · 3 years ago

11,570  Points
Open - Not Planned
Open - Not Planned

Quote Templates: Page Formatting

The page formatting in the new quote templates is rather non-existent, and sometimes even awful. We need the ability to force a page break at certain locations (like a section boundary after the quote line items). The automatic breaks seem to be at… Show more

370 comments · 10 years ago

550  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

14 comments · 1 year ago

1,520  Points
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Ability to Customize the Approval History Related List

We are using the approval process feature on Opportunities; and there are four separate stages of approval that Opportunity must pass through in order to be fully approved. I would like to edit the approval history related list so that I could add… Show more

20 comments · 14 years ago

4,190  Points
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Allow Queue as Assigned Approval Owner for All Objects

 When creating approvals I always create approval queues.  This allows you to change the users in the approval process mid-approval.  Without this if you change the approvers whilst an item is mid approval the new approvers cannot approve.  Even… Show more

60 comments · 11 years ago

8,220  Points
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Mass Transfer Opportunities

We need the ability to mass transfer ownership of Opportunities the same as we have currently for Accounts or other records.

166 comments · 13 years ago

710  Points
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Quote Line Item Record Types

We need the ability to control page layouts based on record type on the Quote Line Item object.  We need this because we host multiple business units in a single salesforce. Each unit has their own unique page layout requirements from Opportunity… Show more

11 comments · 3 years ago

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