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40,440  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

Workflow email alerts to contacts should be recordable as activity history

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… Show more

551 comments · 10 years ago

17,310  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

Process Builder: Waiting Flow Interviews: Provide Better Information

When time-based workflows are triggered, we can monitor when they are scheduled to actual perform their actions using the Setup...Monitor...Time-Based Workflow page.  We can see the workflow rule, the actual record that triggered the workflow, and… Show more

127 comments · 3 years ago

2,370  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Visual Workflow: Dependent Picklists in Single Screen

Currently the only way to implement a dependent picklist in flow is to have the controlling field on one screen, then the user must click next, and then can access dependent picklist values in the next screen. At minimum, it would be great if we… Show more

24 comments · 2 years ago

2,560  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Allow Field Sets to be added as a Standard Component to Lightning Page Layouts

The ability to add field sets to a section in a lightning page layout would allow a lot of flexibility when building apps with the lightning builder. There could be a few varieties of this: MVP: Support just fieldsets of the current object.   - Any… Show more

18 comments · 2 years ago

11,520  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Workflow, Visual Workflow, Process Builder Triggered on Delete

Workflow, Visual Workflow, and Process Builder should be able to be triggered on delete.   

89 comments · 3 years ago

1,360  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Process Builder - Deleting Previous Versions Quicker

When deleting previous Process Builder versions, every time you delete one it collapses the section on you again.  This makes it tedious to clean up your prior versions, especially if you have a lot of them.  Not a huge issue, but something that… Show more

14 comments · 1 year ago

2,310  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Flow: Support equivalent of SOQL "in" condition in record filter on Fast Lookup

I refer to the Fast Lookup element in Flow.  Right now it appears impossible to efficiently look up a collection of records based on, say, a set of IDs held in a collection variable as would be possible using a "where <field> in :<… Show more

36 comments · 3 years ago

3,590  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Allow Creation of AccountTeamMember with Process Builder - and all other Objects

With the new lightning Process Builder, I can create most objects, but I cannot create AccountTeamMembers.  I can create OpportunityTeamMembers and many other objects. Process Builder should give us access to all Standard & Custom Objects for… Show more

35 comments · 3 years ago

3,430  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Items to Approve Home Page Component for Delegate Approvers

There should be an Items to Approve Home page component for delegate approvers. Our delegate approvers  are not sure which records require their approval at times, because they can't find or have deleted the delegate approval request email… Show more

47 comments · 5 years ago

5,810  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Process Builder: created and last modified information

Currently, Process Builder only have Last Modified information with Date. Please add following information: - Created By  - Created Date Time - Last Modified By - Last Modified Date Time

71 comments · 3 years ago

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