Post Your Idea
Vote 840  points

Johan Yu

Process Builder - filter logic in Updating Records action

Under Point Threshold

The option right now: - Updated records meet all conditions - No criteria—just update the records! This will not logic (1 OR 2) AND 3, the same as we have in "Define Criteria for this Action Group"

5 days ago · 8 comments

Vote 330  points

Joe DeSouza

Inline Editing needed for Lightning UI

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.

17 hours ago · 0 comments

Vote 5370  points

Mickey Martin

Custom calculations on reports - at the row level (not summary)

Under Consideration

Allow creating custom fields that perform calculations when a report is run. Examples would be to calculate the number of days since an open opportunity was updated, instead of just listing the date, or the number of days since a use last logged on, etc.

7 years ago · 93 comments

Vote 13410  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…

8 months ago · 145 comments

Vote 82360  points

Ian Malone

Allow more than 3 columns in dashboards

Under Consideration

widescreen monitors at 1650x1050 resolutions could probably fit 5-6 columns of dashboard components, why limit it to 3?? expand option to up to 6 columns

8 years ago · 233 comments

Vote 1750  points

Ryan Sullivan

Automation Tools To Delete Old Reports

Under Point Threshold

Staying on top of the number of reports in our org is a pain. The new 'Mass delete reports' UI is very limited. It only displays 250 reports and if they are undeletable (say they are used in a long forgotten dashboard somewhere) you are stuck.  What I'd like is a simple interface where you can: set the timeframe. Report Last Run Date less than or equal to {date}choose the action(s): Email report owners. "Use it or lose it, please run this report if it is still required or it…

17 days ago · 13 comments

Vote 8060  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

Vote 2730  points

Matthew Lamb

Merge Chatter feeds as a part of the record merging process

Under PM Review

Currently when you merge two records, such as duplicate Contacts or Leads, any Chatter posts that were on the record that is being deleted as a result of the merge are also deleted, resulting in a complete loss of that data. A couple of options come to mind for resolution, and I'm not sure which one I like better. Please comment your thoughts. 1) Automatically merge the two streams without user input, then be able to delete them after the merge 2) Allow the user to select which posts from…

4 years ago · 34 comments

Vote 2560  points

Stephen Chilcoat

Lightning Process Builder- Allow Scheduled Jobs

Under PM Review

Currently there must be an edit action on a record in order for a process to kick off.  We would like the option to schedule a process to run at a particular time.  This would allow us to perform several of our "behind the scenes" bulk update jobs that we execute nightly using other integration tools.

10 months ago · 14 comments

Vote 19960  points

AASF Director

Workflow email alerts to contacts should be recordable as activity history

Under Consideration

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 that is, "Track history" so that when a contact calls in to discuss the contact of the email we have a record of what was sent.

7 years ago · 254 comments

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