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Vote 2030  points

René Fromhold-Treu

Allow Salesforce admins to login-as Chatter Free users

Under Point Threshold

Situation: An organization has Chatter Free enabled, and a fair amount of activity coming from the Chatter Free users. In order to verify compliance, troubleshoot issues and verify activities, Salesforce admins would on occasion need to login as a particular Chatter Free users. This is currently not possible, and any auditing has to be done through an external app, or through a custom internal app. Idea: Simplify auditing and verification of communication by allowing Salesforce admins to login…

3 years ago · 20 comments

Vote 730  points

Antulika Bhadouriya

Salesforce User able to define a delegate user with start and end time

Under Point Threshold

The Salesforce user should have the ability to define on his/her profile a delegated user with start and end time of delegation, whereby the delegate user agains the access similar to the user and is able to progress the action on both Standard and Custom Objects on behalf of the absent user.   Currently the delegate funtionality is only available on Approvals.

4 months ago · 28 comments

Vote 2980  points

Erik Jegel

Need the ability to add and subtract months and years in formula fields.

Product Team Review

Currently we can add days to a date however we can not add months in custom formula fields. The closest accuracy we could get would be to add 30 days per month to the date. Unfortunately "close enough" this is not acceptable in business when it comes to things like contract expiration dates. Years would be feasible yet cumbersome to add using the DATE and YEAR functions but I'm not able to come up with any ways to properly increase dates by months.

7 years ago · 76 comments

Vote 5050  points

Ken Erb

Cut and paste image into rich text fields

Under PM Review

Now that we rich text fields with the ability to view images in line it would be a great benifit to allow for cutting and pasting images directly into the field without having point to a saved file. This is especially useful for support organizations who have the need to cut and paste screen shots into the Cases.

5 years ago · 70 comments

Vote 130  points

Simon Whight

Process Builder - Description should be uniform, create a "Change Log" field.

Under Point Threshold

More often than not, I want to use the description field to describe the process and that to remain consistent across versions. Outside of this, I would want an additional change log description field which denotes changes across versions.

4 days ago · 3 comments

Vote 38250  points

Pat Buchanan

Schedule Reports as Attachments and add Adobe PDF, Excel Option

On Roadmap

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 · 562 comments

Vote 1130  points

Christopher Clare

Ability to report on unresolved items created by Salesforce for Outlook

Under Point Threshold

It would be useful to be able to report on the number of unresolved items each user has.  We have a policy that all relevant emails should be attached to accounts/contacts/opportunities and sometimes our users are not compliant with this.  A report that highlights the level of unresolved items would be a useful tool.

3 years ago · 20 comments

Vote 320  points

Kara Allen

Enable Topics for Ideas

Under Point Threshold

Since the Napili template is centered around topics (discussions are tagged with topics, articles are tagged with topics), if we want to custom build lightning components for Ideas using the native object to take advantage of the Ideas APIs that are in place today, there is no way to enable topics for objects for Ideas so that from an Idea that is tagged with certain topics, we could show related discussions, topics, etc. Please make Ideas a fully supported standard object so that it can be…

2 months ago · 0 comments

Vote 57640  points

Jamie Borodin

Link a single Contact to Multiple Accounts


Currently, you can only link a contact to a single account. Sometimes, a single contact may belong to multiple accounts -- it would be helpful to be able to link that single contact to multiple accounts -- rather than having to create a duplicate contact for each account, which is time consuming and results in duplicate contacts to manage.

8 years ago · 573 comments

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