Salesforce IdeaExchange

View Opportunity-Product Line Items (related lists) on Approval Page

natecrgl — Fri, 10 Oct 2008 08:23:05 PDT

It should be possible to add the opportunity-product line items to the 'approval' page layout. This could be taken one step further and be able to view any related list items on the approval page of other standard and custom objects.

It is essential to view these items in many cases when determining if one should approve or reject the opportunity or custom object.

Salesforce-to-Salesforce: Forward Account, Contact(s), and Opportunity to Connection in One Step

sepost — Fri, 10 Oct 2008 08:22:53 PDT

It would be nice to be able to forward the Account and related Contact(s) and Opportunity all in one go, instead of having to forward each record individually.

Perhaps when forwarding a child object, we can select to also forward the parent object. So when an Opportunity is forwarded to a Connection, the Account goes too.

Auto Accept Records send via Salesforce-to-Salesforce and Assign using Routing Rules

sepost — Fri, 10 Oct 2008 08:17:19 PDT

Have to ability to auto-accept records sent from a connection and assign ownership based on assignment rules. Would save the single Connection Owner from having to play gate-keeper.

Search on multiple fields in Lookup Dialogs (primitive search)

mattiasnordin — Fri, 10 Oct 2008 05:51:41 PDT

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If you try to do a lookup on an item on a custom object having a number as identifier (name) then the lookup tool will be very hard to use since you probably want to filter on an other field.

Please add the possibility to search in all added columns in the lookup dialog window.

In my example picture i would like to find a specific course arranged by nils (our list would have hundreds of courses!).

Outlook - SFDC Calendar "Show Time"

andrew001 — Fri, 10 Oct 2008 05:23:16 PDT

SFDC does not map "Busy" "Out of Office" "Free".

Requiremnt is for these to be mapped to aid meeting planning with synchronised Events.

Allow us to specify that a link opens in a new named window

douglasesp — Fri, 10 Oct 2008 00:44:57 PDT

It would be helpful if I could specify that a link opens in a new named window so the window would be reused by the link, thus avoiding having multiple instances of the same link open.

Does anyone know how this can be done?

Import Business Cards

janesmith — Thu, 9 Oct 2008 16:02:42 PDT

If we could import an actual business card (both front and back) directly onto the Contacts page. This way as you look at a contact you can see their business card. As we all know seeing the actual card can really help to bring back who the contact is and what was talked about.

If this is not clear and if seeing a picture will make it more clear I can do that.

Have access to email log files from Salesforce

Rasmus_Mencke — Thu, 9 Oct 2008 15:19:34 PDT

Get access to the email log files from Salesforce and see what happens to all the emails my users are sending from Salesforce. Whenever I have a user saying they didn't get an email or for some reason it might have been delayed.

I can request the email log files and look for a reason why it might have been delayed or find a reason why it might not have been delivered.

In addition to the outbound emails sent from salesforce to your users, customers or prospects, also get email log files from inbound emails, sent to email-to-apex, workflow Approvals or email-to-salesforce.

Org-wide email addresses which can be used by certain profiles

Rasmus_Mencke — Thu, 9 Oct 2008 15:03:58 PDT

Need to have organization wide from addresses all my users can leverage.

For one, create an email address like "sales@acme.com" which all users in my org can use, as well as their normal address like "joe@acme.com"

2nd; support users want to reply to all cases with their "support@acme.com" email address as default, and only sometimes use their own from address.

Assign splits that exceed 100%

kristinf — Thu, 9 Oct 2008 10:13:09 PDT

With Opportunity Splitting it's possible to split credit for an opportunity across multiple people, but the total split % must equal 100%. I'd like the flexibility to exceed 100% to help manage deals, for example, where each person receives 50-100% of the opportunity.

Opportunity Splitting & Customizable Forecasting

kristinf — Thu, 9 Oct 2008 09:53:36 PDT

With Opportunity Splitting it's possible to split credit for one opportunity across multiple people and report on this information. My organization depends on Customizable Forecasting, however, and I would really like the ability to view my forecast with respect to splits, in addition to the reporting capabilities I have today.

"Field Usage" screen in admin area

hemm — Thu, 9 Oct 2008 09:29:52 PDT

With more and more configuration/customization options going on in Salesforce, it is increasingly difficult to understand the impact of making changes to a field (field label and API name) and also for deleting a field.

It would really nice to have a button on the field detail page that says "Where is this being used?" and the resulting page will show a list of (and link to) the various objects using that field such as:

- Page Layouts (just a list of them)

- Other Formula Fields including ones on other objects that do cross-object formulas to the field in question (you already know this when a field is being deleted, so it should be easy to include here)

- Reports (this is the hardest to get to now and probably the most important on this list). You have to open each report to figure it out. Maybe you can use the IDE and do a Find now, but that still requires being more of a developer than an admin).

- Email Templates (this is one that's hard to get to now. You have to open each template to figure it out)

- Validation Rules

- Custom Links/Buttons

- Workflow Rule Criteria

- Workflow Field Updates

- Workflow Outbound Messages

- Apex (you already know this when a field is being deleted, so it should be easy to include here)

- VisualForce (you already know this when a field is being deleted, so it should be easy to include here)

I know it's a lot, but would make a BIG difference. The list is long b/c Salesforce is getting so complicated, making this that much more important.

If this were done, the only missing items I can think of are:

- Mail Merge Templates

- External API Code

Both of those 2 are impossible for you to get anyway.