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1,610  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Re-associated Related Files on Merged Accounts

Currently, if you merge two accounts, any files associated with the non-master account lose the association and have to be manually re-associated. (see below) This makes no sense. All related items including related files should be merged from both… Show more

9 comments · 8 days ago

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

Permission Set needs "Quick Glance" Summary of ALL Permissions Assigned

There have been a lot of improvements to Permission Sets, but, at the end of the day, it is still a very manual effort to review many Permission Sets and confirm ALL Permissions included.  This is not Comparing Permission Sets between Orgs nor… Show more

4 comments · 6 days ago

4,300  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Too much white space in Lightning UI

We are beginning the transition to Lightning, and are discovering that with the Lightning Experience turned on, a large amount of white space (padding or margin) is added to the interface, including our custom components, and this has a negative… Show more

38 comments · 5 months ago

3,360  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Configurable default list view in Lightning Experience

Currently the default list view shows "Recently Viewed" records. Most users expect to see all records they can access and are confused by the default view during their first use of the platform.   A similar problem exists with classic. The… Show more

68 comments · 10 months ago

32,040  Points
In Development
Under active development by Salesforce. No commitment or firm timelines on delivery.

Customize lead convert

Could you please allow us to customize and restrict the buttons or options available on the "Convert" page? For instance - we don't want our Sales Reps to be allowed to automatically create a new opportunity. Can we remove that option?… Show more

497 comments · 9 years ago

14,570  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Process Builder: Error messages

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.… Show more

170 comments · 2 years ago

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

Live Agent: Allow automatic timeout for Agent availability status

When someone is away from the desk, the status is not automatically changed to away or inactive and instead we have to manually do it and sometime we have forgotten to do it. Is there a way the system can automatically set to away/inactive when the… Show more

11 comments · 2 years ago

48,370  Points
In Development
Under active development by Salesforce. No commitment or firm timelines on delivery.

Schedule Reports as Attachments and add Adobe PDF, Excel Option

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… Show more

685 comments · 8 years ago

16,210  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

Emailing scheduled reports to Other email addresses - NON users

I love the emailing of scheduled reports enhancement being implemented in Winter 09, however it's a shame that we can't add additional email addresses of non-users to send the reports to. This would allow us to send reports to people who do… Show more

221 comments · 8 years ago

25,490  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

Roll-Up Summary Fields: Formulas Rather than Static Criteria

Currently, the Roll-Up Summary Field functionality only supports the use of static criteria for evaluating which records to COUNT, SUM, etc. Certainly, that works in many situations and this has been a great feature. However, there are so many more… Show more

129 comments · 9 years ago

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