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Vote 3200  points

Jeremiah Dohn

Create List Views for editing field-level security for multiple profiles

Product Team Review

Please create a means to edit multiple profile Read/Edit permissions in one view.  This would greatly accelerate Admin productivity.  Currently, this is how I document permissions for field level security for profiles and it would be great to have a format that expidites this entry.Also, please have a means to export this view for valuable documentation on who can see what in an easy to understand way!  Object Name  Profile Some ProfileSome ProfileSome ProfileSome…

2 months ago · 33 comments

Vote 1080  points

Martijn Reekmans

Dashboard table average total

Under Point Threshold

Right now, if you you check the "show total" checkbox in a table dashboard component, it automatically calculates the sum of all the (grouped) field values. In some cases however, e.g. when the field values contain averages, this total sum does not make sence (see example below). Therefore I think it would be a good idea to be able to choose other summary possibilities (average, max, min) as well for totals in table dashboards components (cfr. the summarize options for…

3 years ago · 13 comments

Vote 6740  points

David Pier

Process Builder: Dynamic Dates When Updating a Date Field

Product Team Review

Would like the ability to enter dynamic date conditions when updating a date field via Process Builder or creating a task. i.e. Today + 2 days, Rule Trigger Date + 7 Days, etc...

5 months ago · 61 comments

Vote 5030  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…

3 months ago · 79 comments

Vote 510  points

Becky Webster

Move the record Chatter feed to the right side of the record

Under Point Threshold

I've found it rather challenging to effectively view the Chatter feed on a record along with the record data itself. With the Chatter feed sitting on top of the record, in order to view the record's data you must scroll down through the Chatter feed to view the record, at which point you can no longer see the Chatter feed in context of the record's info. I would love to see the UI layout shift so that the Chatter record feed is on the right side of the record, rather than on top..…

9 months ago · 4 comments

Vote 77000  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 · 214 comments

Vote 14580  points

Andres Gluecksmann

Add a new Standard field type: Address

Considered for Future Roadmap

Often times Address blocks need to be added to Custom Objects are even Standard Object (often to Opportunities for example to identify precise shipping locations). The Address type already exists but Admins can't create them. Open it up! ; )

7 years ago · 225 comments

Vote 820  points

Judi Sohn

Process Builder - Allow Action to create Opportunity Contact Role record

Under Point Threshold

A common request is the ability to automatically create an Opportunity Contact Role record based on the contact that is selected in a custom lookup field. A nonprofit use case is the specific contact who is the primary Solicitor of a gift, who is not a user in the instance. The organization would want this as both a parent record (lookup) as well as a contact role for proper soft credit accounting. It would be ideal if a Process could be built to automatically create that record based on the ID…

5 months ago · 4 comments

Vote 640  points

Cheryl Besch

Process Builder: Clone the Criteria Step

Under Point Threshold

Would like to have the ability to clone/copy a criteria step to only have to change one value/name and Save.  

10 days ago · 1 comment

Vote 57790  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 · 431 comments

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