Post an Idea
5,170  Points
Open
Idea has been posted. Give it an upvote or downvote.

Google Docs, Notes, & Attachments in Lightning Experience

With Google Apps integration set up correctly, the "Notes & Attachments" related list becomes "Google Docs, Notes & Attachments": This means that Google Documents can be referenced as attachments to the record in view… Show more

127 comments · 2 years ago

24,410  Points
Open
Idea has been posted. Give it an upvote or downvote.

Inline Editing for Related Lists

The recently announced Winter 08 feature - Inline Editing - is a fantastic advancement for the Salesforce.com user interface. However, it appears that this functionality will only be available for the record detail section when Winter 08 goes live.… Show more

314 comments · 11 years ago

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

Scope by User for automated data imports

In Enterprise SFMC accounts using Scope By User, Sales Cloud data that is imported into SFMC is set at the user's permission level - everywhere except in automations. If a user creates an automation that includes a data import into a Salesforce… Show more

2 comments · 6 days ago

6,880  Points
Open
Idea has been posted. Give it an upvote or downvote.

Use Lightning Email Templates in Email Alerts

Please add support for Lightning Email Templates in Email Alerts. Email Alerts still use classic email templates which means admins need to manage a separate set of templates in order to send out automated email notifications like customer… Show more

126 comments · 1 year ago

5,650  Points
Open
Idea has been posted. Give it an upvote or downvote.

Schedule reports and Dashboards in Lightning

Although users can subscribe to reports and dashboards in Lightning, this is not the same thing as scheduled reports and dashboards in Classic. (1) Lightning has a limitation on number of reports/dashboards that can be subscribed to (2) Users do not… Show more

143 comments · 1 year ago

13,300  Points
Open
Idea has been posted. Give it an upvote or downvote.

Inline editing of REPORTS

Inline editing should be extended to include Reports. We use reports to have our users clean up a lot of data and currently you have to drill into each record separately to edit. It would be nice to be able to double-click one line of a report and do… Show more

240 comments · 12 years ago

13,910  Points
Open
Idea has been posted. Give it an upvote or downvote.

Close Case button/page in Lightning Experience

In classic mode, the "Close Case" button takes you to a special "close case page." The status on this close case page only display close statuses. It also can have separate fields that are required and only visible on the close… Show more

286 comments · 2 years ago

21,850  Points
Open
Idea has been posted. Give it an upvote or downvote.

There's no share button at Lightning Experience

Lightning Experience doesn't have sharing button in Objects. I have to access to Classic for share record i maked to the other. add the button to make our work more efficiency.

356 comments · 3 years ago

82,580  Points
In Development
Under active development by Salesforce. No commitment or firm timelines on delivery.

Schedule Reports as Attachments and add Adobe PDF, Excel Option

The schedule report feature is nice but it would be great to have an option to have these reports as an Adobe PDF attachment. I run reports to our Executive Team and need them in an PDF format. Also, sometimes I also need to schedule reports to Excel… Show more

965 comments · 10 years ago

7,600  Points
Open
Idea has been posted. Give it an upvote or downvote.

Display total # of records in lightning list view when 50+ records displayed

If you have 50+ records in a lightning list view, Salesforce does not display the total number of records.  It just states "50 + items" at the top of the screen. It only counts the number of records that are on display at any one time.  So… Show more

65 comments · 1 year ago

1 to 10 of 500 | Next