Conversations

Conversations 1 - 20 of 138
Photo of Spencer Engel
Make Gantt Chart created and end dates more flexible
First off, I love the Gantt Chart feature and think it will be immensely helpful. I also know that feature is in Beta right now, so if my...
  • 63 me toos
  • 16 replies
  • Idea
  • Under Consideration
Photo of Cameron Wright
Dynamic dashboard reports
Working with a customer we found that reports are not dynamically updated in dashboard after making changes to the report itself.If there...
  • 10 me toos
  • 3 replies
  • Idea
Photo of Kelly
Notify when bionic query becomes invalid due to changes in Salesforce configuration
If changes to a Salesforce field structure are made so that the bionic query is no longer valid, it should create an error or some sort o...
  • 5 me toos
  • 3 replies
  • Idea
Photo of Jeff Kirkpatrick
Rule Execution Logs from Scheduled runs not containing Action Details
When a rule chain scheduled rule runs, the execution log does not contain the Action results the way a manual run does. Scheduled: Ma...
  • 11 me toos
  • 11 replies
  • Idea
Photo of Katie B
Ability to add a 'secondary owner' to the CTA rules
As a company with a young employee demographic, we often have multiple CSMs out on parental leave or other leaves of absence. In Salesfor...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Sai Ram Pulluri
Reporting - Ability to change graph colors from colors other than blue and magenta
Ability to change graph colors from colors other than blue and magenta (Additional colors, perhaps standard palette)
  • 2 me toos
  • 2 replies
  • Idea
Photo of Alex LeGay
Report on failed participants - specifically ones failed due to the blacklist
The addition of being able to see which participants failed to be added to a program is great  It would be great if you could report on t...
  • 4 me toos
  • 5 replies
  • Idea
Photo of Sai Ram Pulluri
Creating timeline activity via rules?
One more interesting use case in timeline, most of the customers are interested in creating time line activity via rules.
  • 12 me toos
  • 11 replies
  • Idea
  • Under Consideration
Photo of Jen Pakravan
Display Different Columns Depending on Success Plan Type
It's creating some difficulties on our end with respect to Success Plan usage and adoption that we have to have the same columns displaye...
  • 1 me too
  • 0 replies
  • Problem
Photo of Dan Ahrens
Your input needed - what should go in Timeline?
Hi Community! As we continue to develop capabilities around Timeline, we wanted to get your feedback on how you would like to use it in ...
  • 2 me toos
  • 16 replies
  • Question
  • In Progress
Photo of Ankur Bhat
Configure Timeline search.
Can we have the ability to configure Timeline search (related to* while creating timeline activity) in the same way as we have in Custome...
  • 5 me toos
  • 1 reply
  • Idea
Photo of Leanne
Replace the Escalation Email in a Program with a CTA
I've got an AO using the Customer Satisfaction Survey model. I don't want to send an escalation email to CSMs (because that is what CTAs ...
  • 4 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Meenal Shukla
Error message in Rules engine
Out of nowhere, the bionic rules that were working before are throwing an error 'Invalid Rule Setup for task INVALID_SETUP_FOUND. Please ...
  • 3 me toos
  • 3 replies
  • Problem
Photo of Faust Belarmino
Gsnap Expiration Notification
Since Gsnaps need an expiration date to create, it would be FANTASTIC to have a notification sent to Admins or the Gsnap creator at least...
  • 1 me too
  • 1 reply
  • Idea
Photo of Dan Ahrens
Templates for specific Timeline activities
Timeline is so juicy....I love it! One idea that could really help to drive organizational consistency is the ability to define a templa...
  • 38 me toos
  • 22 replies
  • Idea
  • Under Consideration
Photo of Sai Ram Pulluri
Important - Survey1.0 issue with latest Salesforce update (Response URL not opening)
Issue : After 'Salesforce Summer ’18 Release' release with new manage package Survey was breaking.. It may break in all existing org afte...
  • 3 me toos
  • 7 replies
  • Announcement
Photo of Faust Belarmino
Logging Activities: Use the Person Object for External Attendees
Our CSMs often work with people that are on the Person object but not the Contact object. When logging activities related to those people...
  • 3 me toos
  • 2 replies
  • Idea
Photo of Ben
How to (hack) Bionic Reports
Ever want to build a tabular report using references from multiple objects (i.e. "Bionic Reporting")? Well, you can actually accomplish t...
  • 10 me toos
  • 2 replies
  • Article
Photo of Matthew Weinreb
"Bionic Reports"........Is Something Like This On The Roadmap?
Is there anything on the roadmap that will allow us to join different objects for reporting without writing rules to merge data in MDA ta...
  • 13 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Cameron Wright
Reporting on CTAs created
I was chatting with a customer about a use case they have and found this to be surprising that we don't have this functionality already. ...
  • 4 me toos
  • 1 reply
  • Idea