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110  Points
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Allow Profiles other than System Administrator to "Analyze" Salesforce Surveys

Salesforce Surveys uses a "BuilderApp" to create, edit, and analyze surveys. Currently, the BuilderApp is ls launched from an Edit button on the Survey Version record page. Apparently, the Edit button is part of a special page layout… Show more

3 comments · 1 year ago

10  Points
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Document StandardValueSet API names for Financial Service Cloud Objects

When attempting to pull the metadata for a `StandardValueSet` the package.xml file does not allow for "*" selection of items to pull. There is documentation of the specific names of standard value sets for standard objects in Sales/Service… Show more

0 comments · 2 months ago

50  Points
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Salesforce Surveys - Ability to Send an Invitation From Contact/Lead

In the Summer 19 release, there is an action available on Contact and Lead detail pages that lets you create a Survey Invitation linked to the Lead or Contact. But the action simply provides a link that you have to copy and then paste into a manually… Show more

1 comment · 8 months ago

50  Points
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Salesforce Surveys - Allow Email Template to use Participant Id as the Recipient

The Survey Invitation record has a Participant Id field, which can be a Lead Id, Contact Id, or Person Account Id. Using Survey Builder, you can send a single email to a manually selected recipient. The recipient can be a Lead, Contact, or Person… Show more

0 comments · 8 months ago

40  Points
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Salesforce Survey - Make the Question Displayed in Email Functional

In Survey Builder, you can create an email template that either shows a link button to the Survey or a question in the survey. The question, however, is strictly an "image" display that is a link to the survey. When you click on the… Show more

0 comments · 8 months ago

30  Points
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Salesforce Surveys - Access Invitation Link in Email Templates

The Invitation Link is a field in the Survey Invitation record that provides a link to where the Survey is hosted. If you use a template created in Survey Builder, you can send a single email with a unique or general Invitation Link value. If you use… Show more

0 comments · 8 months ago

30  Points
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"Refresh Tab" link in Lightning Console should refresh Custom Lightning Compts.

Currently, when a user clicks on "Refresh Tab" on a Lightning Console, Primary Tab or Subtab, only standard components are getting refreshed, but Custom Components remaing the same. The only workaround is to put custom code on a Utility… Show more

0 comments · 3 months ago

10  Points
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Idea has been posted. Give it an upvote or downvote.

Support Multiple Provider Offices by Schedule

Many providers have multiple offices and often schedule availblity at certain locations on recurring schedules. For Instance, a PCP services office location 1: Monday - Wednesday and office location 2 on Thursdays only. The ability to support… Show more

0 comments · 3 months ago

220  Points
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Health Cloud Developer instance

With the new Health Cloud product that has been released, it would be good if an administrator was able to sign up for a free developer instance to help enhance their knowledge of how this system works and how it differentiates to the normal Sales… Show more

2 comments · 3 years ago

20  Points
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Allow Provider Search to be configured to show "Driving Distance"

We need a way to configure Provider search UI component so that it allow to distances to be shown in driving distance. In Provider search the distance calcualtion to patient address is based on crow flying distance i.e. straight line between Location… Show more

0 comments · 3 months ago

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