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5,740  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

137 comments · 2 years ago

42,630  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

Ability to Set Accounts & Contacts as Inactive

It would be very helpful to be able to mark Contacts or Accounts as Inactive and then have those records no longer show up in picklists (aka: Lookup Fields).

271 comments · 11 years ago

2,690  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

48 comments · 3 years ago

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

Data Import Wizard Match By External Id

Let users import contacts and accounts and match them based on external ID fields. This would help new users who may not have used the Salesforce Id system, but have used other Id systems to track their records. Show more

6 comments · 3 years ago

2,120  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

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

34 comments · 1 year ago

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

Hidden or Private Customer Cases

A means to create private (hidden) cases and have it assigned to a customer account and contact record.  All child objects should also be private without an option to make them visible while the parent object is hidden. We often initiate internal… Show more

9 comments · 5 years ago

1,780  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Allow Account Name to be read-only

We import/update accounts from a back end accounting system and would like to make the Account Name field read-only for end users. I've attempted to change the field level security, as well as make the field read-only at the page layout level,… Show more

35 comments · 11 years ago

2,290  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

If partner portal was disabled by mistake, allow us to reconnect to same user

Problem: My users is often merging contacts where one of the contacts is "Partner portal"-enabled. What happens is that the login to the partner portal is lost in some cases. Suggestion: It would be super if we could reconnect/re-enable… Show more

38 comments · 8 years ago

3,800  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Please allow deactivation of the Person Account functionality

I would love to have the ability to undo Person Accounts. I know you get a warning that you can't undo the step, but what if someone thought it's a good idea to activate Person Accounts and you then figured out it's not and causes more… Show more

97 comments · 7 years ago

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

Duplicate Management Page Layout/ Customize fields displayed/ Enable Hover

Spring 15 - Add Duplicate Management Page Layout....ability to customize fields that display for possible Duplicates list and/or Enable Hover for fields that do display. This would be very helpful, as it looks like the fields that do display for… Show more

19 comments · 3 years ago

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