Monday, 17 April 2017

Time To Upvote -Series (Part 1)

Here we have some idea's which need to be upvoted :


Idea 1 

Field Dependency on Standard Fields (NOT Custom Fields Only)


Currently you can setup a field dependency relationship on two picklists in an object. The controlling field can be a standard field, but the dependent field must be a custom field. Please allow the dependent field to be a standard field as well.


Idea 2 

Related List Sorting - More than one choice


Currently related lists can only be sorted by one field. This should be increased to more options to allow sorting levels. I'd suggest 3-5 different field selections, each being able to select Ascending or Descending.

Idea 3

Add a new Standard field type: Address
Often times Address blocks need to be added to Custom Objects are even Standard Object (often to Opportunities for example to identify precise shipping locations). The Address type already exists but Admins can't create them. Open it up! ; )


Idea 4

Activity Related to Default

When creating an activity, the user can relate the task or even to several objects, including custom objects. It would be great if the administrator can select the default object to appear for the drop down list. Currently it points out to opportunity by default. In my case, I would like it to point out to Equipment which is a custom object. However this should be done on each activity layout page. Thus if I have a group of users that mostly track activities with contracts, then contracts will be default. This saves the user one step in creating the activity.

Additionally the Related to filed can be made to have a validation rule that requires de user to enter a value, if a specific object is selected in the drop down list.

Thus: User creates an activity; Equipment is by default in the drop down list; if user forgets to enter a value in the Related to field, the validation forces the user to enter a value. If however the user changes the choice to Account or other choice, we may or may not require a value in the field for that choice. This will ensure that the proper values are captured for reporting purposes. I can then have peace of mind that my activities report for Equipment correctly reflects all the activities relevant to that object.

Upvote

Please refer the following - https://success.salesforce.com/ideaSearch