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Vote 6660  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…

4 months ago · 98 comments

Vote 1500  points

Randi Warner

Make Audit Setup Trail History available via the API

Under Point Threshold

It would be useful to be able to access the Audit Setup Trail History via the API so we dont have to 'scrape the page' to get the data.

3 years ago · 46 comments

Vote 220  points

Jackie Doan

Case Feed - Allow Custom Feed Filters

Under Point Threshold

It would be helpful to have custom feed filters that could be configured by administrators. For example, filter by topic in the case feed view.  Use case - agents tag any update that's related to the resolution of a case with a topic of 'Resolution'. Then, allow the administrator to create a custom feed filter based on Topics. This would provide a user with a quick view of all chatter updates that were critical to the resolution of a case. Another example- we want to see all Case…

5 days ago · 0 comments

Vote 78020  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 · 215 comments

Vote 9010  points

Dimitra Kamper

Capacity to change Existing User Licence to Chatter Free

Product Team Review

We have some old inactive Salesforce users, who are no longer using the tool from a CRM perspective, however, we'd like to bring them on to Chatter Free. It appears that we can mark a new user as either a paid Salesforce license or Chatter Free login, but do not have the ability to change an inactive user record to Chatter Free.  Is there a way to get this option to work for existing, inactive users? If we can't find a way to change the existing old/inactive users to Chatter users,…

4 years ago · 169 comments

Vote 11210  points

Anne Renault

Enable email alert as workflow action for events and tasks

Considered for Future Roadmap

My sales director would like to be informed any time something happens on a certain account: change in contacts, new appointments, new oppportunities etc. I set up a workflow with email alerts for this but this procedure is unfortunately not possible at the moment for tasks and events. It would make our life far mch easier if it would be possible to select "Email" as workflow action when the objet is an event or a task.

7 years ago · 176 comments

Vote 32120  points

Pat Buchanan

Schedule Reports as Attachments and add Adobe PDF, Excel Option

Product Team Review

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 · 496 comments

Vote 1380  points

Andrew Mahood

Allow Queue as Assigned Approval Owner for All Objects

Under Point Threshold

 When creating approvals I always create approval queues.  This allows you to change the users in the approval process mid-approval.  Without this if you change the approvers whilst an item is mid approval the new approvers cannot approve.  Even worse if a user leaves your company and they are inline to approve something then Salesforce gives your users an Invalid User error and you need to reactivate the user in order to continue. This works very well with most objects and custom objects but…

4 years ago · 25 comments

Vote 17240  points

System Administrator

Administrator Access to Personal Report Folders

Product Team Review

I often have users without the manage reports rights, who create reports in their own folders which they want me to access and copy over to a group folder. Please log that a system administrator should be able to access other users personal reports in order to do this.

8 years ago · 63 comments

Vote 6480  points

Pat Willard

Customizable Campaign Member Status Values picklist

Considered for Future Roadmap

On the "Campaign" detail page, there is a button labeled "Advanced Setup" that allows editing the list of "Member Status Values." Unfortunately, this only works for the specific campaign. What I want to do is edit the list globally. I've spent a lot of time looking through Setup -> Customize and cannot find any way to do this. Is it hidden in some non-obvious place? Is it simply not possible (Salesforce generally does a good job allowing global picklist…

7 years ago · 142 comments

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