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Vote 2560  Points

Brian Kwong

Process Builder - Access to Custom Settings

Under Point Threshold

Workflow Rules provide access to the Custom Settings so I can use them with my criteria for the rule. Process Builder currently does not allow this. Providing Access to Custom Settings will allow me to: Control which Process Criteria should be entered based on a specific userControl which Process Criteria should be entered based on a specific Profile  

9 months ago · 15 comments

Vote 2720  Points

Kyle Chamberlain

Knowledge Article Assignment Reporting

Under PM Review

We need to be able to report on the article assignment data within Knowledge.  Our employees create draft articles and assign them to a team which reviews and publishes the articles.  In order to track who is publishing articles we need to be able to report on the "Assigned to", "Assigned by", and "Assignment Due Date" fields. We would also like to be able to report on the article categories we have chosen to utilize (ex. Article type, Product Family, Application…

4 years ago · 20 comments

Vote 10510  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…

7 months ago · 122 comments

Vote 1710  Points

Jessica Quesada

Merge products

Under Point Threshold

We would like to be able to merge products similar to how the merge accounts works. On occassion we will find that we have created 2 products that are essentially the same thing but you can't delete one until you make the product change in all the opportunities where it was used. It would be much faster and efficient if we could just merge the products. Is this something that salesforce is cosidering for a future release?

8 years ago · 29 comments

Vote 640  Points

Darcy Andersen

Live Agent chat timer to show cumulative time of chat VS real time

Under Point Threshold

We would like to have the option to see the chat transcript time/chat time to show the cumulative time of the chat, starting from 0:00 VS starting from the actual time.  This easily enables the chat agent to see when they've hit key SLA indicators...ex:10 minutes in to the deliver on quality and productivity measures. 

17 days ago · 11 comments

Vote 60340  Points

Orsolya Mate

Dependent page layouts - data rules to show, hide, or make fields/sections req'd

Under Consideration

There are times when it would be ideal to show different fields or sections on a page based on field data. For example, if a field for "software interest" is selected on a lead page, it would be nice if a section and/or fields related to capturing more information on "Software" is displayed. If the field is not selected, then this section and/or fields remain hidden. Allowing greater customization on the page level based on data rules would make for more manageable and…

8 years ago · 448 comments

Vote 680  Points

Lauren Fields

Pushing Back Recurring Events

Under Point Threshold

We use Salesforce Events to schedule autoships. However, when a customer needs us to push back their autoshipment by a week or two, the start date is greyed out and you cannot change it by editing the series. It's possible to push back one event at a time, but this is not helpful to us as a business. Currently we have to delete the entire series and create a new one with the correct start date. Very inconvenient! 

8 days ago · 8 comments

Vote 34680  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 · 525 comments

Vote 3830  Points

Tracy Kronzak

Make Opportunity Contact Role a First Class Object

Product Team Review

This sits as an umbrella over many of the other granular OCR requests - the ability to trigger Apex and Workflows from OCRs, the ability to customize the OCR as if it were any other Salesforce standard Object, and a number of other use cases that have been requested individually over time. This is also critical to nonprofits using the Nonprofit Starter Pack: While offers Person Accounts for understanding individual behavior in a B2B context, the Nonprofit Starter Pack has…

22 days ago · 30 comments

Vote 20420  Points

Kapow Marketing

Customize lead convert

Under Consideration

Could you please allow us to customize and restrict the buttons or options available on the "Convert" page? For instance - we don't want our Sales Reps to be allowed to automatically create a new opportunity. Can we remove that option? Also we want it to be required that they make a new activity when they convert to a contact. Can this be possible?

7 years ago · 274 comments

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