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Vote 2790  points

Joanna Iturbe

Ability to Schedule a Report/Dashboard to Run Every X Days/Weeks/Months

Under PM Review

Currently, we have the option to schedule a report or dashboard to run and be emailed to users/groups every day, week or month; however, there's no ability to schedule a report to run every X days/weeks/months.  For example, if you want a report to be run every quarter, there's no option to make it run every third month. Being in Higher Ed, we often have the need to run a report every semester. Currently, when you select daily, weekly or monthly, it gives you the option to select:…

25 days ago · 7 comments

Vote 830  points

Alexis Wu

Highlight changes made to master article when editing existing translation

Under Point Threshold

When editing existing translations, it'd be nice to see the highlighted areas where the master article was updated. There could be multiple people working on getting the knowledgebase up to date and might not know exactly what's been updated. Having the ability to quickly see the changes made in the latest version of the master article will make knowledge management more efficient.

1 year ago · 4 comments

Vote 79740  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 · 223 comments

Vote 8390  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…

5 months ago · 108 comments

Vote 52510  points

Jamie Borodin

Link a single Contact to Multiple Accounts

Pilot/Beta

Currently, you can only link a contact to a single account. Sometimes, a single contact may belong to multiple accounts -- it would be helpful to be able to link that single contact to multiple accounts -- rather than having to create a duplicate contact for each account, which is time consuming and results in duplicate contacts to manage.

8 years ago · 540 comments

Vote 32940  points

Pat Buchanan

Schedule Reports as Attachments and add Adobe PDF, Excel Option

Under Consideration

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 · 510 comments

Vote 2370  points

Anthony Foster

Link / Merge Community Profiles

Under Point Threshold

I have two community profiles and no way to link or merge them after a recent job change. It would be great if there was a way to consolidate community profiles, similar to LinkedIn's "Previous Experience" section. This would enable members to "stay current" and monitor previous community interactions.

4 years ago · 16 comments

Vote 5570  points

Yoshifumi Hori

Customize Error Messages for Invalided Approval Process

Product Team Review

When "Submit for Approval", sometimes Message appeared. We cant understand why Unable to Submit with just message? So, need to output which condition Invalided, and customize error descriptions by criteria. Messages fixed ,so if over 20000 users meet this, to "contact" just one their Administrator, its crazy. Salesforce has some huge orgs, and should treat those as new stage just like this situation. We should work around this kind of issues with customizable messages.

7 years ago · 81 comments

Vote 2530  points

Joe DeSouza

Make Sales Path available to Web Version of Salesforce

Under Point Threshold

Sales Path sounds great, but it looks like it's only available for SF1.  Since most of my users use laptops, not SF1, it would be great to have this feature available in the web version Salesforce.

5 months ago · 39 comments

Vote 1800  points

KFret

Allow Created Date in "Notes & Attachments" related list

Under Point Threshold

Currently, the "Notes & Attachments" related list is not customizable -- you see the Type, Title, Last Modified date, and Created By. If we allow the option to show the "Created Date" as well, some de-duping problems could be solved. De-duping objects (like contacts or accounts) means moving attachments from one parent to another. This maintenance changes the Last Modified Date, which users can find disorienting: 1) Their name (as creator) is listed next to a modification…

7 years ago · 17 comments

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