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Vote 1420  points

Joe DeSouza

Inline Editing needed for Lightning UI

Under Point Threshold

With the new Lightning UI, inline editing is no longer available.  I LOVE inline editing (as do my users) so would sincerely appreciate this being added to the roadmap for the new UI.

8 days ago · 8 comments

Vote 360  points

Pritam Shekhawat

Customize the main Lightning Experience navigation menu

Under Point Threshold

In New release we can’t customize the main Lightning Experience navigation menu.Since it can’t be customized, we can’t add Visualforce tabs,Custom Objects or apps to it. To open Visualforce tabs or Objects that are not  added to the user interface elsewhere we need to use the App Launcher.

2 days ago · 1 comment

Vote 460  points

Johan Yu

Process Builder - Next Decision Box for True

Under Point Threshold

Current Process Builder, if Decision result is true, it always go to Actions, if we can have next decision box will be great. This maybe can be handled by Flow, but by having all in Process Builder will be great.

3 days ago · 2 comments

Vote 1990  points

Andres Gluecksmann

Cross object field selection on list view

Under Point Threshold

I would like to be able to create a list view that pulls in columns(fields) from Parent related objects. In other words: I have a custom field on Accounts called "XYZ". I want to create a custom Contact List View that can show contact information as well as "XYZ" in the series of columns that result. To cut down on confusion, build Groups of fields on the list view to show which fields are on Contacts and which are on Accounts. Tall order? (I'm sure it is.. ) but it would…

8 years ago · 12 comments

Vote 180  points

Jocelyn Fennewald

When a field is selected, display all other impacted areas.

Potentially create a new UI. This is a big undertaking! But would be superhelpful. When looking for a field, attempting to troubleshoot, or general admin work, it would be very helpful to have an interface where I can enter in the field name or api field name and the return will show me all the places that field is being used. Example: Input: Account Name Output: Objects (Accounts, Contacts, Opportunity, etc), Email Alerts, Workflow Rules, Process Builder, triggers, etc. This would also be…

12 hours ago · 0 comments

Vote 36330  points

Pat Buchanan

Schedule Reports as Attachments and add Adobe PDF, Excel Option

On Roadmap

The schedule report feature is nice but it would be great to have an option to have these reports as an Adobe PDF attachment. I run reports to our Executive Team and need them in an PDF format. Also, sometimes I also need to schedule reports to Excel where I need to do a little formatting before I send the report on to others.

6 years ago · 550 comments

Vote 13730  points

Brad Voss

Bulkify Process Builder

On Roadmap

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 lookups…

9 months ago · 146 comments

Vote 5360  points

Iván Velasco

Be able to filter by "New Value" and "Old Value" field on History Report Types

Product Team Review

When running a History Report you can filter by the "event/field change" and you can see the "Old Value" and "New Value" for the field (in case is a field), but you can't actually filter by this "New value" or "New Value" as if it were a normal field.It would be very useful for eg. a report to show all Events/Field Changes for "Closed., Created., Status"  Where "New Value = ",Re-Opened" so you can see for example all…

1 year ago · 68 comments

Vote 8330  points

Lia Budiman

Export from View

Product Team Review

It will be very useful to be able to export data to Excel from a View. This will be faster than creating a custom report.

8 years ago · 158 comments

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