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16,600  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

Link Campaigns directly to Accounts

It would be very useful to be able to apply campaigns to accounts and not only to leads and contacts. We send our promotional faxes and emails to our accounts but not specifically to a given contact within the organization but still would like to… Show more

346 comments · 12 years ago

16,340  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

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… Show more

329 comments · 11 years ago

2,480  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Cloning a Campaign Should Clone Campaign Member Status Options in Lightning

In Classic, if I clone a Campaign that has custom values in Campaign Member Status, those custom values appear in the new Campaign. In Lightning, if I clone a Campaign that has custom values, the new Campaign is created with the default "Sent… Show more

60 comments · 1 year ago

1,350  Points
Not Planned
No plans to implement idea.

Add Campaign Lookup Field to Lightning Lead Page

In the Lightning Experience, we need the ability to require a Campaign for manually created Leads.  However, after adding the Campaign Lookup field to the Lead page layout, it does not display in LEX.  Therefore, we cannot make it a required field.

43 comments · 2 years ago

12,080  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

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… Show more

288 comments · 8 years ago

9,880  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

"un-convert" an Account record back to a Lead

Need a way to "un-convert" an Account record back to a Lead, when a Lead is converting by mistake.

235 comments · 12 years ago

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

Enable lead record type to be set in lead assignment rule

We have leads routing to queues and the record type assigned is the default of the default user set in Lead Settings. Unfortunately, queues can't set a default lead record type for leads assigned. As such, it would be great to be able to have an… Show more

1 comment · 6 years ago

10,510  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

Allow others to view HTML Email Status Report from emails I sent

I'd like my sales team to be able to view the HTML Email Status Report without having to log in as myself. Right now, only the person who sent the HTML emails is able to view the reports, but I'd like Sales to be able to see the status and… Show more

159 comments · 12 years ago

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

Sales Path - Remove the "Mark Stage as Complete" in Salesforce Lightning

It will be very interesting if the users had the option to show or not the button in the layout. In my specific case, users are not allowed to change the status manually, the only way would be via automatic flows. But in the current scenario I can… Show more

24 comments · 1 year ago

4,560  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

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… Show more

26 comments · 11 years ago

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