Salesforce IdeaExchange

Custom Help to refer to external help pages

7/31/2008_19:00 — Thu, 9 Jul 2009 16:58:10 PDT

when our clients click on Help for this page on our custom object page, we would like to be able to forward them to a specific page in our external website that contains our feature-rich helpsite. We can build the logic in a Scontrol/visualforce page if required, but we need to know what custom page the user was on so we can forward them to the correct dynamic help.

Having dynamic help and a central online repository for our help is huge plus for us.
Currently, we have all our help in a separate tab, but the users have to navigate it separately from the original page they needed help in.

This is not currently served by have a separate custom Content Name reference. This would work only if Salesforce lets us know what page they were on before clicking the Help for this Page link, and we can built one common help interface/controller.

Allow platform license profile users to change owners

7/31/2008_19:00 — Thu, 9 Jul 2009 16:45:30 PDT

Profiles based on the platform license type do not have *Transfer Record" permission flag that the administrator can set to allow these users to change record ownership. I see this as basic platform functionality. Currently platform users click Change and are greeted with a "you do not have permission" message.

Mobile URL redirect

joker402 — Thu, 9 Jul 2009 15:43:05 PDT

It would be nice if you could either write code or push a custom URL via email that when clicked or viewed on a mobile device would then open up the App.

Viewing, but not voting on Ideas

joker402 — Thu, 9 Jul 2009 14:56:20 PDT

Currently, if you have set ideas to Read Only for certain profiles, users in those profiles can still vote (just not create/edit/delete) ideas.

Ideally, by setting the object to Read Only users in those profiles would not be able to VOTE/create/edit/delete.

Allow Events (Activities) to have Lookups/Related Lists

bard09 — Thu, 9 Jul 2009 12:23:28 PDT

It's a simple request. Our company has a professional services team that relies on Events to schedule their trainings. It's impossible to include all the information we'd like to on the Event page without allowing for lookups and related lists.

I've had to fake a lot of this functionality through the use of Apex triggers, but this should really be in the core Salesforce product. We shouldn't have to create a custom object that mimics Events (but doesn't have a nice calendar) just to be able to relate business objects to Events/Activities.

Emailed Tasks

farouser — Thu, 9 Jul 2009 12:16:08 PDT

When creating a task for myself, or someone else, it's nice to send an email notification - but what's better is to be able to SCHEDULE this email notification to notify today or on some future day.

Schedule report to run sometime during the day

04/24/2009_17:52 — Thu, 9 Jul 2009 11:47:01 PDT

I would like to be able to schedule as many reports to refresh during the day as I would like. Currently, I can only set 1/hr/day which I realize would increase if I upgraded to the Unlimited version but that is not an option.

It would be nice to be able to schedule a report and have the system just include it sometime during the day whenever it has time.

Schedule Report without having to send an email

04/24/2009_17:52 — Thu, 9 Jul 2009 11:44:22 PDT

I should be able to schedule a report or dashboard to refresh without it sending an email.

As of Date - flexibility to customize

atse — Thu, 9 Jul 2009 11:02:49 PDT

We need to run Opportunity Trend report based on the As of Date which is set to 1st of month by default. SFDC doesn't allow customizing the date. e.g. our Sales team usually adjust the pipeline around 15th of every month, and I'd like to be able to run opp. trend report as of 16th of each month, but currently it's not possible with the hard-coded As of Date.

Allow e-mails via workflow from Events (and tasks)

srw61 — Thu, 9 Jul 2009 09:52:22 PDT

I would like to be able to send an e-mail (via workflow) using an Event as the oject. Currently Salesforce will not allow a e-mail to be generated from an Event or Task.

Leads-Email opt out feature

coyne3850 — Thu, 9 Jul 2009 09:28:46 PDT

How about a feature on the mass email leads function where a lead has the ability to opt out from future emails. Once they click on the link it will update their record.
It is required by law to allow people to unsubscribe or opt out from receiving future emails.

Forecast & Homescreen Tabs Visiable in MOBILE

farouser — Thu, 9 Jul 2009 09:25:37 PDT

Currently there is no option to view the FORECAST tab, nor the HOME screen in the Mobile version for SFDC. Both are highly sought after screens.