Customizable Campaign Member Status Values picklist
On the "Campaign" detail page, there is a button labeled "Advanced Setup" that allows editing the list of "Member Status Values." Unfortunately, this only works for the specific campaign. What I want to do is edit the…
10 years ago
When converting Leads, allow custom Object records to be converted to the Contac
When Leads are converted, allow custom object records that are related to that Lead to be converted to the Contact record (similar to the way that the standard Activity and Campaign objects are converted). The graphic above is one way it could be…
9 years ago
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?…
10 years ago
Campaign - Manage Members page
To manage the Campaign Members, I click from main Campaign page and get filters + list of members. Currently, the columns are set to Salesforce default. I can 'Edit Columns', but each time I leave this page, or even update it with an action…
7 years ago
Clone assignment rules
Being able to clone assignment rules (especially the lead assignments) would save lots of time.
10 years ago
Reference the user ID fields of the Lead Owner in process builder.
I just did a call with support and they said that I cannot reference anything besides the User ID/Queue ID of the lead owner field in the process builder. -Use case- I'm trying to create a second field that will record the SDR's name in a…
3 days ago
Data.com SIC NAICS fields not populated to Leads
When importing Leads from Data.com, the SIC and NAICS fields are not able to be mapped to the Lead record.A User is able to filter and search according to these fields, but cannot import them. Once imported, segmentation becomes impossible for…
3 years ago
Ability to rename "Campaign Influence"/"Influenced Opportunities" Related Lists
Currently, you can rename every label assocaited with an Opportunity or a Campaign exept for the "Campaign Influence" and "Influenced Opportunities" Related Lists. My client has requested that we rename these two Objects to…
Edit "First Responded Date" in Campaign Member
We have a strong need to be able to adjust the campaign member first responded date field in Salesforce. Please help!
8 years ago
Fayyaz A Mian
Campaign ActualCost and HierarchyActualCost data type being Currency(18,0)
Salesforce should change the Campaign Standard Fields where datatype is Currency(18,0) which round up/down and do not give correct calculation. These fields should be at least Currency(16,2). PS: There are some ideas where they asked to edit…
1 year ago
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