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2,990  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Flow - Pre-populate choices with dynamic values (variables)

For example if you are using a visual flow to do some data maintenance task - e.g. updating contact details. You want to ask the salesforce user to update fields like the Department, but you want to default the choice to the existing value from the… Show more

49 comments · 6 years ago

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

Simultaneously logging an event to multiple records does not work

To add events out of outlook into Salesforce, you can only add to one contact or account at the same time. You can select each contact, but it toggles instead of letting you select more than one at a time. Needs to be able to add multiple accounts… Show more

0 comments · 4 days ago

5,940  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Allow more than 4 fields in Lightning Compact Layout

Currently even though the compact layout option shows as many fields as you want, only the first 4 show up. So in this example above, I have nine fields, but only 4 show up and there is no warning. So I would love any of these three options: - Allow… Show more

78 comments · 3 years ago

10,380  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Roll up display of Notes and Attachments in Lightning as it was in Classic

Notes and Attachments in Lightning only display under the object they've been attached to.  In Classic, anything that had been attached at a level under the Account - Contacts, Opportunities, Contracts, Tasks, etc - was displayed as an attachment… Show more

254 comments · 3 years ago

17,690  Points
Not Planned
No plans to implement idea.

Rollup summary for Standard Relationships on Account: Assets, Cases and Contacts

Multiple ideas around enabling Rollup summary fields for some standard relationships on Account have been merged into this idea.This idea covers following relationships: Account -> AssetAccount -> CaseAccount ->Contact With some use cases… Show more

135 comments · 9 years ago

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

logging of event using Outlook Desktop application on Mac

The logging of events using Outlook Desktop application on a MAC is only possible if you are not an organizer.  You can use Outlook in the Web (OWA) as a workaround, but this is not ideal. Hoping to get this added in the near future. Show more

0 comments · 4 days ago

2,690  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Lock account teams (require keep account team on assigment)

When assigning an account, it is not possible to lock the account team: there is no control on the checkbox "keep account team", and no API access around assignments. (note: maybe one can create an Apex trigger for it, but it wouldn't… Show more

46 comments · 11 years ago

2,530  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Multiple roles for a single user on Account Team or Sales Team

In certain situations, a single User can have fulfil multiple roles on an Opportunity Sales Team (or Account Team) - it would be useful to be able to track this by adding the same User more than once (with a different Team Role each time).

41 comments · 12 years ago

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

Allow use of custom formula field while creating Matching Rule

When creating Matching Rule it does not allow us to select a formula field in Matching Criteria. Use of formula field in Matchin Rule is important because it will allow us to use Duplicate Management on Custom Objects having Master-Detail… Show more

69 comments · 4 years ago

3,210  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Allow User Search in Account Merge in Lightning

Ability to merge accounts in Lightning Experience similar to the Account Merge in Classic. Although Lightning does provide the View/Find Duplicates feature on Accounts, this doesn't allow the user to actually run a search for specific account… Show more

50 comments · 2 years ago

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