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Vote 3560  Points

Brian Kwong

Process Builder change order Criteria diamonds

Under PM Review

Process builder lets us nest mutliple "workflow rules" as "Criteria Diamonds" The process will go down the list of criteria diamonds and the first "True" stops any further criteria evalutions. Unfortunately, there is no way to change the order of the criteria diamonds. So if you make an error, or need to make an addition - you're stuck re-creating the entire process from scratch. Doing a "Save As" does not allow you make any changes to the order of…

10 months ago · 50 comments

Vote 800  Points

Eric Dreshfield

Copy/Paste Dashboard Component Formatting to another Dashboard Component

Under Point Threshold

Do you spend a lot of time building dashboards?  Wouldn't it be great if you could simply copy and paste the format of one dashboard component onto another dashboard component?  The main benefits of being able to do this would include saving time and having a consistent look and feel across dashboard components. Perhaps a way to accomplish this would be to add "copy format" and "paste format" options to the compnent setup.   

6 days ago · 3 comments

Vote 490  Points

Tom Fox

Undo button in Report Builder

Under Point Threshold

It would be very helpful to have an Undo button in Report Builder.  Sometimes I get ahead of myself and remove columns or change settings that I would like to have back.  For me, this is more 'nice to have' than 'need to have' but I sure would love to have it.  ;D

4 years ago · 11 comments

Vote 320  Points

Simon Whight

Use Flows to delimit multi-select picklists (or other fields)

Under Point Threshold

Multi-select picklists are pretty terrible to report on in vanilla Salesforce Reports, the expected outcome of a very one dimensional field. If it was at all possible to achieve technically, the ability to delimit multi-select picklists would be an ideal solution. You could delimit the results via a combination of Process Builder and a headless flow into the analysis custom object of your choice, thereby giving dimensions to your reports. Being a native iterative function, it would wipe out the…

2 months ago · 1 comment

Vote 27130  Points

jeffrey rheel

Eliminate Need for Master-Detail Relationship for Roll-ups

Product Team Review

I want to be able to have a roll-up for any related object regardless if there is a Master-Detail relationship. If the object is linked to another object, then it should be able to roll-up.

7 years ago · 250 comments

Vote 3980  Points

Larry Tung

org-wide email addresses in workflow, routing address (e2c), and mass email

Product Team Review

"Org-wide email addresses which can be used by certain profiles" (delivered in Summer '09) http://ideas.salesforce.com/article/show/10093180 is a very cool feature. That said, I'd like further integration into: 1. workflow 2. routing addresses (in email-to-case) 3. mass email ---------------- 1. Today, when you send an email through a workflow alert, I would like the recipient to see a generic, org-wide email address such as support@mycompany.com rather than the user who…

6 years ago · 46 comments

Vote 2090  Points

Mike Rydell

Have .gif file types play in Chatter without having to download them!

Under Point Threshold

YOu should be able to post a gif via chatter and it should play.  No reason you should have to download it. 

2 years ago · 22 comments

Vote 220  Points

Rhonda Ross

Need access to custom fields from user object when doing Service Cloud Reporting

Under Point Threshold

When working in the Sales Cloud and writing reports, you have access to any custom fields that you created on the user record so that you can include them in your reports.  However, this is not true for the Service Cloud! This shortcoming appears to be due to Cases being able to be owned by either a User or a Queue, and thus this may be a hard idea to implement, however I believe it really important to have access to these fields for many customers.  I know it is for my current customer.  If…

3 days ago · 2 comments

Vote 12100  Points

Brad Voss

Bulkify Process Builder

Product Team Review

It appears that the new Lightining Process Builder (Beta) is running on the trigger flow engine, which has some bulk limitations. The Process Builder is great because it allows admins to easily build a process that would noramally have to be written in Apex. For example, the cross object limits do not apply to the Process Builder, so an admin can traverse as many relationships to look up values as well as update and create records.  The problem that I have found is that each one of these…

8 months ago · 132 comments

Vote 140  Points

Máximo da Rocha Oliveira Júnior

UserRecordAccess as a foreign key accessible through DescribeSObjectResult

Under Point Threshold

I wish to get a field('UserRecordAccess') through the DescribeSObjectResult.fields. It could help too much to factory queries, a lot used in the Financial Force Library - Apex Common. e.g Schema.DescribeSObjectResult SObjectDescribe = Account.SObjectType.getDescribe(); SObjectDescribe.fields.getMap().get('UserRecordAccess'); Currently, it is returning null.      

21 hours ago · 2 comments

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