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4,240  Points
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Change User License of a Profile

While editing a Profile, I would like to change the User License field.  It is currently not editable. Let's say you create a Profile for a Sales Cloud License and set up all of the very detailed security and sharing settings.  At some point… Show more

53 comments · 8 years ago

11,450  Points
Up for Prioritization
Up for Prioritization

Opportunity Queues

Currently you can create Queues for Leads, Cases, and Custom Objects. Customers would like the ability to create Queues for Opportunties.  Show more

159 comments · 5 years ago

12,100  Points
Up for Prioritization
Up for Prioritization

Allow Lookups fields to target Opportunity Products

Allowing Lookup fields that can target Opportunity Products would significantly expand the possibilities for creating dynamic Quotes and Work Orders. If you copy an Opportunity Product (as done in the Apex Sample Application) the connection between… Show more

127 comments · 11 years ago

5,340  Points
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Idea has been posted. Give it an upvote or downvote.

Add Values to Forecast Category

We'd like to be able to add/change values to the Forecast Category in the Opportunity field. The curent values (Omitted, Pipleine, Best Case, Commit, Closed) are not sufficient for our needs.

157 comments · 10 years ago

150  Points
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Don't clone the Synced Quote field when Cloning Opportunity with Products in LEX

The new "Clone with Related" standard button on the Opportunity is also cloning the standard field "Synced Quote". This is a big issue because if the opportunity is synced with a quote, then the new cloned opportunity will be… Show more

1 comment · 6 days ago

2,920  Points
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Add Duplicate Management for Opportunities

I would like the addition of a duplicate management matching rule and duplicate rule on the Opportunity object.    Rules that would be  setup exactly as the Account matching rules. In my instance the  Fuzzy match on the Opp name would work well to… Show more

68 comments · 2 years ago

15,890  Points
Open - Not Planned
Open - Not Planned

Merge Opportunity Records

 Ability to locate and merge duplicate Opportunity records. My users sometimes create 2 Opportunities on 1 Account record by mistake. I currently right now must delete one of the two Opportunity records where I chance losing valid information/notes… Show more

254 comments · 9 years ago

2,240  Points
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Idea has been posted. Give it an upvote or downvote.

Collaborative Forecast (reports and filters on Forecast tab)

Like Collaborative Forecast! When I go to the Forecast tab, can we have filters on custom and standard opportunity fields (e.g. on opportunity type and lead source)? For example, if I want to view my forecasts with and without renewals, be awesome to… Show more

47 comments · 7 years ago

5,590  Points
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Idea has been posted. Give it an upvote or downvote.

Configure opportunity forecast category field settings via field level security

Currently, editing of the forecast category field is governed by special logic specific to the opportunity object. That logic allows the opportunity record owner to edit the field, but prevents other users from editing even if they have edit access… Show more

43 comments · 12 years ago

110  Points
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Set Owner field to read-only from a page layout

For example, I want to make the standard opportunity owner field read-only from a page layout when the record type is "Closed Won" no matter what user is viewing the record. This, of course, excludes users with the "Modify All"… Show more

7 comments · 12 years ago

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