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Vote 510  points

Joe DeSouza

Inline Editing needed for Lightning UI

Under Point Threshold

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.

3 days ago · 0 comments

Vote 880  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"

7 days ago · 8 comments

Vote 13460  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 · 146 comments

Vote 5410  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 · 94 comments

Vote 82390  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 · 234 comments

Vote 540  points

Launa Saunders

Case Comment Template Dropdown

Under Point Threshold

I would like the ability to create a drop-down list for case comment templates, similar to that available in the email template functionality. Many of the issues we encounter are similar issues and require the same information so I don't want our reps wasting time re-typing the issue again; this could also be used as a guide to remind reps of required information for escalating cases or passing them on (rather than completing fields and a case type for every circumstance). Ideally we would…

4 years ago · 7 comments

Vote 2770  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 20010  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 · 255 comments

Vote 1760  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…

19 days ago · 13 comments

Vote 31380  points

AEI Admin

Related List Sorting - More than one choice

Under Consideration

Currently related lists can only be sorted by one field. This should be increased to more options to allow sorting levels. I'd suggest 3-5 different field selections, each being able to select Ascending or Descending.

8 years ago · 187 comments

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