Question

What are your top Salesforce feature requests?

What new features would you like to see in Salesforce that would help you better connect with leads and manage customers in Salesforce's CRM platform?

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capiche's avatar
almost 3 years ago
Bulk transfer contacts to others

via Michael Biddick on Salesforce Trailblazer: "Under Data Management, Mass Transfer Records, a 'Mass Transfer Contacts' would be very helpful."

1 point
capiche's avatar
almost 3 years ago
Schedule reports in PDF or spreadsheet formats

via Pat Buchanan on Salesforce Trailblazer: "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 where I need to do a little formatting before I send the report on to others."

1 point
capiche's avatar
almost 3 years ago
Set contacts as inactive

via Don Kellon on Salesforce Trailblazer: "It would be very helpful to be able to mark Contacts or Accounts as Inactive and then have those records no longer show up in picklists (aka: Lookup Fields)."

1 point
capiche's avatar
almost 3 years ago
Assign tasks to a queue

via Niels Tissing on Salesforce Trailblazer: "Allow Tasks to be assigned to a queue (and make it so that only 1 person from the queue has to complete it)"

1 point
capiche's avatar
almost 3 years ago
Enable editing list views with multiple record types

via Lindsay Agor on Salesforce Trailblazer: "Currently in line editing in list views is only available if you are viewing a single record type. Organizations with multiple record types have to teach end users to single out only one record type in their list view if they want to be able to do in line editing. This can lead to confusion and a lack of user adoption of in line editing in list views."

1 point
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