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690  Points
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Sorting Work Order Line Items in Service Reports

Currently it is not possible to sort Work Order Line Items on Service Reports. Sorting the Line Items is necessary to have a good overview of what has been done during the service appointment. Our technicians are conducting certain steps in a… Show more

4 comments · 5 days ago

1,330  Points
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Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Opportunity not showing key fields for the last stage in the Sales Path

When user clicks on Closed Won OR Closed Lost stage in the opportunity sales path in lightening expirience, key-fields which were set in the sales path settings are not showing up(Shown in the image below). Once the opportunity successfully… Show more

9 comments · 1 year ago

1,680  Points
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Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Enable Case Team in Lightning

We are using case team and want to migrate to lightning. However this feature is not available in lightning. On the lighting roadmap it says future....but as a partner we would like this to be brought forward

28 comments · 5 months ago

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

Improve Social Studio Connector and Integration

Right now Social Studio, Automate (former Social Hub), and Social Customer Service does not provide an option to push a Social Post into Salesforce without either creating a new or attaching to an existing Social Persona and Contact record.   We… Show more

3 comments · 19 days ago

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

In Lightning, Allow Option on Cases to Pop Out Email Action

On most standard objects, there is an option to pop out the email action so that there is more room to compose an email. However, on Cases, this is not an option. Our customer service team frequently emails customers and now are confined to a small… Show more

0 comments · 10 days ago

4,420  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Allow iPad browsers to view Lightning Experience

The number one road warrior tool for many is an iPad. We can do more with mobile devices than computers could do just a few years ago. Why not let users use Lightning Experience on the iPad?

86 comments · 1 year ago

16,280  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

Case Merge Button

Professional:I need the ability to merge two cases with all their associated emails, History, comments, etcSelect 2 or more cases, and merge them under one the cases ... selectable 

187 comments · 7 years ago

11,760  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Add option to default "Send Notification Email" to checked when changing owner

In our case this primarily affects lead assignment, but we'd like to see an option to default the "Send Notification Email" check-box to checked for individual objects when changing the owner of the object. Currently, this check-box… Show more

340 comments · 11 years ago

4,300  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Cut and Paste Images and Text into Knowledge Article

Would be great if we could cut and paste existing documentation into Knowledge and for it to accept the images and formatting, this would save a lot of time recreating documentation.

69 comments · 4 years ago

3,680  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Allow Live Agent to also transfer file to customer

In the pilot feature - transfer files, the cutomer can send files to Agent. However Agent can't send files to Cutomer. We want it can also work for Agent. It's also very important for Agent to send files/screen shot as support to help… Show more

81 comments · 3 years ago

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