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6,800  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. ┬áIn Classic, anything that had been attached at a level under the Account - Contacts, Opportunities, Contracts, Tasks, etc - was displayed as an attachment… Show more

167 comments · 3 years ago

43,720  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).

285 comments · 11 years ago

4,560  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

61 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.

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

44 comments · 6 years ago

3,090  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

54 comments · 3 years ago

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

Support UNION in SOQL

It would be really useful to be able to use the standard UNION operator from SQL in SOQL queries. For example, combining the details of contacts related through multiple lookup fields from an object, or returning a list of leads and contacts meeting… Show more

35 comments · 6 years ago

1,150  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Make merge fields conditional in an email template

There should be a way to have a condition for merged fields within an email template. Such as, we'd like to address the letter to the {!Contact.CSG_Preferred_Name__c} and if blank, then it should default to {!Contact.FirstName}.

34 comments · 9 years ago

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

Allow Duplicate jobs to run more than 1 matching rule

We would like to be able to select more than 1 matching rule when creating a duplicate job. The system allows you to configure multiple duplicate rules and matching rules per object, but there is still a limit of 1 match rule per job. Below is a… Show more

0 comments · 3 days ago

2,590  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

38 comments · 1 year ago

1,800  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Lookup Filters for: Partners & Contact Roles Related Lists

Ok fine this feature is still in Beta and I'm asking for more but that's just who I am. It'd be nice if the roadmap had in mind the ability to filter on the native lookups for the Partners related list (Account to Account, Opportunity to… Show more

35 comments · 9 years ago

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