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Vote 690  Points

Eric Dreshfield

Copy/Paste Dashboard Component Formatting to another Dashboard Component

Under Point Threshold

Do you spend a lot of time building dashboards?  Wouldn't it be great if you could simply copy and paste the format of one dashboard component onto another dashboard component?  The main benefits of being able to do this would include saving time and having a consistent look and feel across dashboard components. Perhaps a way to accomplish this would be to add "copy format" and "paste format" options to the compnent setup.   

4 days ago · 3 comments

Vote 2150  Points

Catherine Gabrieli

Enable validation rules on Knowledge articles

Under Point Threshold

There is no way to control our Data integrity today in the knowledge platform. We need the ability to create validation rules as we do on other objects (like cases) Some of the article fields should be compliant with specific rules (Product name in the product list, required fields based on Article status).

4 years ago · 30 comments

Vote 3850  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) 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 rather than the user who…

6 years ago · 46 comments

Vote 12000  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…

8 months ago · 132 comments

Vote 140  Points

Simon Whight

Use Flows to delimit multi-select picklists (or other fields)

Under Point Threshold

Multi-select picklists are pretty terrible to report on in vanilla Salesforce Reports, the expected outcome of a very one dimensional field. If it was at all possible to achieve technically, the ability to delimit multi-select picklists would be an ideal solution. You could delimit the results via a combination of Process Builder and a headless flow into the analysis custom object of your choice, thereby giving dimensions to your reports. Being a native iterative function, it would wipe out the…

2 months ago · 0 comments

Vote 290  Points

Mary Tagler

Add a Share button for the Community on the Ideas board.

Under Point Threshold

When I come across a great IdeaExchange idea that deserves some attention, it would be create if there was an option to share it with the success community. Currently, there are options to Tweet, Email and Facebook it, but oddly no option to share with other community members. I see ideas seeking votes often enough to know that this is a very common occurrence. It would be nice if it were more efficient to do this.

4 days ago · 0 comments

Vote 3270  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…

10 months ago · 42 comments

Vote 270  Points

Dale Ziegler

Custom "Time Frame" options

Under Point Threshold

As an administrator, it would be nice to have the ability to create custom time frame ranges that meet my business's needs, in an effort to avoid creating custom formula fields that then eat into how many filters I can leverage in the report.   For example, if I had the option to create a custom time frame called "This Month through Same Month Next Year", and today is 7/29/15, the From and To would be populated as 7/1/15 through 7/31/16.  When the calendar changes to August and…

4 days ago · 1 comment

Vote 2140  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.

8 months ago · 21 comments

Vote 90  Points

Rhonda Ross

Need access to custom fields from user object when doing Service Cloud Reporting

When working in the Sales Cloud and writing reports, you have access to any custom fields that you created on the user record so that you can include them in your reports.  However, this is not true for the Service Cloud! This shortcoming appears to be due to Cases being able to be owned by either a User or a Queue, and thus this may be a hard idea to implement, however I believe it really important to have access to these fields for many customers.  I know it is for my current customer.  If…

1 day ago · 0 comments

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