Post Your Idea
4,400  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Lightning Experience - Multi User calendar

Winter '16 new Calendar UI is greart, but it support only my own Calendar, we would like to have the same capability with Classic, where we can add/access other user calendar.

87 comments · 1 year ago

1,430  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Clone or Copy Process Builder Criteria Diamonds

So I'm creating a process where a lot of the criteria are nearly identical., The fields are the same; its just the values for the fields changing. It made creating this process very repeatitive. It would be great if I could copy or clone a… Show more

22 comments · 1 year ago

28,970  Points
In Development
Under active development by Salesforce. No commitment or firm timelines on delivery.

Allow Task(s) to be assigned to a Queue

Introduction:Since for some reason this still hasn't been implemented (while I see simular idea's since 2008) I would like to bring the following to the attention of (well....everybody reading this)History:In our company (and I assume more… Show more

257 comments · 7 years ago

1,710  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Clone action in process builder salesforc

I am finding in the process builder there is no option to clone the criteria and its actions or at least clone action from another criteria. I would find it quick to create a process if you can clone other actions in a process in over criterias or to… Show more

37 comments · 2 years ago

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

CPQ quote line groups don't carry across with renewals

Currently when quote line groups containing quote line items are created on a primary quote, the opportunity is contracted and a contract is renewed i.e. renewal forecast and renewed quote checkboxes are clicked, the quote line groups are not pushed… Show more

0 comments · 5 days ago

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

Contact and Account Address Fields

Often when there are two different addresses (mailing & other) it is because mail goes to a PO Box and the other includes the physical address. Current setup of the account and contact records require re-typing much of the information. 1) On… Show more

4 comments · 5 years ago

5,140  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Switch between Lightning Experience and Salesforce Classic - stay on same record

It only takes a click of a button to switch between Lightning Experience and Salesforce Classic - but every time you switch, it takes you to the home page and you have to re-find the record or page you were working on. Understood that there are some… Show more

49 comments · 1 year ago

1,430  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Drill down on Reports in Lightning

We had the ability to drilldown on reports in Classic.  It was a good way for a manager to view each rep one at a time.  We need to get the drill down in Lightning.

22 comments · 1 year ago

30,670  Points
In Development
Under active development by Salesforce. No commitment or firm timelines on delivery.

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?… Show more

465 comments · 9 years ago

3,910  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Enable automation rules to run more than ONCE!

Allow prospects, Leads etc.. to run through the automation rule more than once if they meet the filter criteria. Also allow the rules to run more than once or on a schedule (once a day, month year) One use off the top of my head would be to set… Show more

12 comments · 2 years ago

Prev | 11 to 20 of 500 | Next