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Vote 3140  Points

Brian Kwong

Process Builder change order Criteria diamonds

Under PM Review

Process builder lets us nest mutliple "workflow rules" as "Criteria Diamonds" The process will go down the list of criteria diamonds and the first "True" stops any further criteria evalutions. Unfortunately, there is no way to change the order of the criteria diamonds. So if you make an error, or need to make an addition - you're stuck re-creating the entire process from scratch. Doing a "Save As" does not allow you make any changes to the order of…

9 months ago · 41 comments

Vote 2040  Points

Bhawani Shankar Sharma

Process Builder: Error messages

Under Point Threshold

Process Builder works great, but when there is a validation error or any other error, it doesn't provide the much information to user and user will never know how to resolve that issue. This is what user see when process throws exception/error. Admin gets an email for this exception with the proper message, but if we can improve the error messages for the end user also, that would be great.

7 months ago · 20 comments

Vote 11820  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 · 132 comments

Vote 1450  Points

Virginia Leandro

Process Builder needs to be able to handle long field names

Under Point Threshold

When using Process Builder for a managed package with a namespace its very difficult to really see the full name / API name of the field. Notice in the example below the field names are cut off.

5 months ago · 6 comments

Vote 3610  Points

Larry Tung

org-wide email addresses in workflow, routing address (e2c), and mass email

Product Team Review

"Org-wide email addresses which can be used by certain profiles" (delivered in Summer '09) http://ideas.salesforce.com/article/show/10093180 is a very cool feature. That said, I'd like further integration into: 1. workflow 2. routing addresses (in email-to-case) 3. mass email ---------------- 1. Today, when you send an email through a workflow alert, I would like the recipient to see a generic, org-wide email address such as support@mycompany.com rather than the user who…

6 years ago · 45 comments

Vote 170  Points

Joe Morse

Convert Chatter Post to Chatter Question

Chatter provides the ability to create several types of posts: regular posts, file posts, link posts, and Questions. Questions are really useful because they provide an automatic search of both prior questions AND of knowledge base articles at the time someone posts. But in most orgs, there's a substantial body of institutional intelligence built up in just plain old Posts, Link Posts, and File Posts. And today, Questions do not search these. It would be incredibly useful to allow easy…

2 days ago · 5 comments

Vote 17470  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! ; )

8 years ago · 241 comments

Vote 2600  Points

JP Seabury

Flow Designer needs a simple way to "end" a flow by navigating to a record

Under Point Threshold

If you embed a Salesforce Flow into a Visualforce page, you can use the "finishLocation" attribute to redirect users to a specific screen in Salesforce. However, if you're calling flow from a custom button or custom link, there is no simple way to cause the flow to end on a specific page.  For instance, if I invoke a flow from a custom botton on an Opportunity record, I would like the process to end on that record's detail page. It would be great if a "Navigate To URL…

2 years ago · 29 comments

Vote 60890  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 2530  Points

Camille Belcher

Login Report by Login Type

Under Point Threshold

When running a login report to see the total number of times users have logged in over a period of time, the numbers are misleading because they include people who have logged in through Outlook (who have the Outlook integration). There should be a way to filter login reports by Login Type. Thank you.

8 years ago · 26 comments

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