Trailblazer Community Latest Ideas

Add Call Recording directly from skype to Salesforce

Thu, 29 Jul 2021 16:59:19 +0000

We need an option in salesforce where skype calls can be directly recorded & stored in salesforce. It would be helpful for many customers & firms you are taking care of.

Email Notifications for Case Responses

Tue, 20 Jul 2021 15:33:40 +0000

It would be great to have the standard ability for case owner's to receive email notifications on the replies or responses of the case they are currently working on regardless of how it was created.

Add "cannot complete" as a default action to work steps on work plans

Tue, 13 Jul 2021 10:46:36 +0000

Currently users are able to mark a work step on a work plan as completed or not applicable
In some cases it could be, that an user cannot complete a work step, because of whatever reason.
Currently it's not possible to select a "Cannot Complete" action by clicking on the three dots on field service mobile app nor dektop browsers.
Would be great to have this option available with an option to enter a reason, why the step can't completed. An icon should be displayed accordingly to the selected option.

Would be very helpful for techs, instead to complete the step with the option the change the status to cannot complete.

sf functionality where you can preview your email recipients contact details

Mon, 12 Jul 2021 21:45:51 +0000

Is there a salesforce functionality where you can preview your email recipients basic contact details by hovering over its email address (just like in Outlook) ?

Enable Translation of Custom App Description

Mon, 12 Jul 2021 15:34:30 +0000

It is currently possible to translate the Label of a custom app through Translation Workbench but not the Description of the app. This feature is needed to provide a fully immmersive experience for our customers using languages other than English (or whatever the default App language is for others).

Given the ability is already there for the App Label it seems like this would also logically be included in the product under the "App" Setup Component through the Translation Workbench.

Select Profile option to append tab to users’ existing personal customizations

Mon, 5 Jul 2021 09:25:00 +0000

Currently, while creating a Custom Object, Salesforce provides an option to select the checkbox: Append tab to users’ existing personal customizations in the Add to Custom Apps section - by selecting this checkbox, the tab becomes visible to all the users accross Organization.
But, there is no additional option to select individual Profile(s) while selecting the same. If Salesforce provides such an additional option that will really help us to add a custom tab to be visible to all the users from specific Profile(s) whithout affecting their existing personal customizations.

Cancel Service Appointment Action from SA Related List

Fri, 2 Jul 2021 10:02:12 +0000

Currently when we have a related list of Service Appointments (no matter is this a standard or custom object) and in this list we have at least one not completed or cancelled service appointment, in the available actions for the record is presented "Cancel Service Appointment" action.

This is a standard action and we can not manage showing this action and we can not change the fields that is displayed on this form. And if we will add, for example, some validation rule, that on cancelling of SA some custom fields should be filled in, this form will not work.

So the idea is :

Allow to manage showing this "Cancel Service Appointment" action on the list of the available actions for the record on the related list of Service Appointments
Allow to modify the form to add more fields on this form. Currently one possible way is to owerride this action using VF page

Period Mark should be removed from on "레코드 잠김." for Korean translation

Mon, 5 Jul 2021 00:07:04 +0000

Please remove the period mark on "레코드 잠김."(in English: "Lock Record." ,") from the field values in the record approval history. It has grammatically error in Korean translation. This value should be "레코드 잠김" without period mark. In the Korean user's experience, there are no period marks for other field values, but only for record locks after approval. Period mark should be rmoved for consistency of displayed. values.

Allow ability to use Work Plan & Work Steps at Service Appointment Level.

Thu, 1 Jul 2021 19:23:20 +0000

Currently Work Plans and Work Steps can be configured at Work Order or Work Order Line Item level, which is a great feature, but only allows specifying a series of steps to be performed at the WO\WOLI level.

Typically a series of steps are also needed to complete a Service Appointment (for.e.g. status transitions, WO completion steps, etc) which are currently configured via the Quick Actions\Flow. Having Work Plans and Work steps based on a template at the Service Appointment level will greatly reduce the:
1) Configuration overhead for the FSL Admin.
2) Ease of use for the Field Service resource (focussed steps to be followed and lesser clicks)
and improve the user experience in FSL Mobile app as well.

Also, the current model works if a service appointment is either created under a WO or a WOLI, but in scenarios where multiple service appointments are needed to perform a work order, it also necessiates the usage of a WOLI (additional records), to be able to get the benefit of Work Plans (which might not be ideal).

Hence, having this feature at the Service Appointment will give greater flexibility, especially from the perspective of the FSL Mobile app.

Thanks

Allow ability to use Work Plan & Work Steps at Service Appointment Level.

Thu, 1 Jul 2021 19:14:46 +0000