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12,800  Points
In Development
Under active development by Salesforce. No commitment or firm timelines on delivery.

All show all records in lookup search

We still want the ability to show all records in a lookup window, enhanced lookups are nice but this didn't solve our problem. If performance is the issue then only allow this if using lookup filters.This is a serious limitation that has been… Show more

197 comments · 4 years ago

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

Create a report for # of licenses in current use (for Service Cloud/Sales Cloud)

License notifications to be sent out when the org is approaching maximum # of Sales Cloud licenses and our maximum # of Service Cloud licensesGenerate a report that only contains these data points (for each license type)

0 comments · 12 hours ago

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

Allow Lookup fields on custom objects searchable in global search

Reference from original idea by JP Seabury 4 years ago which was incorrectly merged: https://success.salesforce.com/ideaView?id=08730000000iaAnAAI&swol=true "Use Case: We have a custom object named "Order", which as a Lookup… Show more

9 comments · 1 year ago

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

Lookup fields in lighting datatable component

My team have started building datatable components in Lightning. We are effectively using it at the Account Level to group Contacts and Opportunities (and other custom objects) by their respective relationships (contact role, etc). Datatables do… Show more

3 comments · 8 months ago

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

Make Process Builders Searchable

I search for references in code, Workflow Rules, Validation Rules, etc. all the time. If I don't find what I'm looking for using regular search options, for the most part I end up searching all the Active Proces Builders manually which is not… Show more

1 comment · 4 months ago

3,300  Points
No Plans to Implement
No Plans to Implement

Search on Hidden Tabs

Currently, the SFDC global search functionality returns results based on not just users' object access, but also on whether the associated record has a tab and whether that tab is On/Off opposed to Hidden. The tab should have no impact on whether… Show more

37 comments · 5 years ago

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

Need to parent child relationship for task and event

We can't make self relation for activities, how we identify relations between event and task. when we have schedule event from the task.

0 comments · 4 days ago

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

Restrict Person Account Search to just accounts (not contacts) in Lightning

Searching for a person account record in Lightning pulls back both an Account and Contact record for each person account found. This is confusing for users and unnecessary as both record hyperlinks take the user to the same Person Account record… Show more

3 comments · 1 year ago

3,980  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Include pick list values in search

Currently picklists are not included in searcy. In order to include picklist values in the either general or specific text search you need to create a workflow rule or trigger and create a copy of the pick list value in an additional text field so… Show more

80 comments · 10 years ago

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

Add New(+) button from Lookups in Lightning in all scenarios (currently limited)

In Lightning, there is a feature that allows you to create a record directly from a lookup using the New + button. This is very helpful, but there is a limitation in the number of times you can do this in a row before the new button is no longer… Show more

0 comments · 1 year ago

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