Conversations

Conversations 1 - 20 of 58
Photo of Steve Davis
"Current User" tokens for Email Assist
I have a request from the client to be able to send out Email Assist emails using the "Current User" strategy which can be see in reports...
  • 21 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Seth
DateDiff should be able to be negative
I'm using the new DateDiff function in a Formula Field for the first time. I expected that, if the DateDiff's "start date" was earlier t...
  • 6 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Nick Sorensen
Allow "group by" week/month/quarter/year to work for future dates
Currently if you have dates that are in the future and you select "group by" month/quarter/year, etc., it doesn't show future dates regar...
  • 10 me toos
  • 8 replies
  • Idea
Photo of Shiv Kumar Katiyar
Hyperlinks in Comment section of Scorecard
I have a customer who is looking for an option to insert a hyperlink in a comment field which hyperlinks directly to a timeline entry. ...
  • Shiv Kumar Katiyar, 1 week ago

  • 4 me toos
  • 0 replies
  • Idea
Photo of Andrew Biehle
Ability to mass edit playbooks attached to CTA's via Mass Edit Tool.
It might be cool to have the ability to edit the playbook attached to CTA's via mass edit vs doing it manually which is what you have to ...
  • 10 me toos
  • 1 reply
  • Idea
Photo of Shiv Kumar Katiyar
[Enhancement Request] Pop up the timeline field while sending email assist task
When our CSMs send an email through a CTA (email template built in Co-pilot), this email automatically is logged in the client's timeline...
  • 2 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Shiv Kumar Katiyar
Override the Report filter in the Dashboard for every user
Hey There,Customer needs an option to override the report filter in the dashboard for every user. Currently we make use of lock button wh...
  • 3 me toos
  • 3 replies
  • Idea
Photo of Shiv Kumar Katiyar
[Enhancement / Query ]Scorecard assignment
I understand we have a Multiple Scorecard concept with Scorecard 2.0 which applies to a account based on the set of criteria defined and ...
  • 2 me toos
  • 1 reply
  • Problem
Photo of Shiv Kumar Katiyar
[Request]Sync Timeline Activities at relationship level in Salesforce
We are syncing all of our activities back to salesforce but we have noticed that the activities, even if created from the R360 are relate...
  • Shiv Kumar Katiyar, 1 month ago

  • 2 me toos
  • 0 replies
  • Idea
Photo of Shiv Kumar Katiyar
Option to change a Subject field in the Activity Timeline
We have a Subject field on the existing Log a Call in Salesforce that is a drop-down with our own custom values. The Subject field in Gai...
  • 1 me too
  • 1 reply
  • Idea
Photo of Steve Davis
Bigger Text Box For Scorecard Comments
I have a request for a customer to increase the overall size of the comments box. Users are typing in several sentences into this box and...
  • 13 me toos
  • 9 replies
  • Idea
  • Under Consideration
Photo of Manmeet Dosanjh
How would you create a report to show ALL accounts that have No Timeline Activity Logged
I am trying to build a report for leadership that will display ALL the accounts that have never had a Timeline Activity logged for.  I'v...
  • 2 me toos
  • 3 replies
  • Question
  • Answered
Photo of Shiv Kumar Katiyar
[Requirement]Timeline Activity Dependent Custom Fields
Are custom fields on Timeline Activities able to have dependencies on each other? These would be dependent custom fields on Timeline Acti...
  • 4 me toos
  • 2 replies
  • Idea
  • Implemented
Photo of Shiv Kumar Katiyar
[Request] Ability to migrate "Load to Success Plan" rules via X org migration utility.
I know that we can migrate bionic rules via X org migration utility but currently we cannot migrate success plan rules via this utility. ...
  • 2 me toos
  • 1 reply
  • Idea
  • Under Consideration
Photo of Dallis King
Sum Column Calculations With $
Hello, I'm trying to build a simple report that shows a list of certain accounts and a sum of their ARR. However, when I try to sum the ...
  • 3 me toos
  • 2 replies
  • Problem
  • Acknowledged
Photo of Steve Davis
More Clarity Around Removing Ranking In Reporting
I am logging this post for anyone trying to remove the "Ranking" Option in a Report after its been applied. Initially, I didn't think i...
  • 16 me toos
  • 7 replies
  • Idea
  • Planned
Photo of Jeremy Curry
Ability to change the sentiment on a comment in text analytics
It would be great if when looking through the text analytics on a survey we could change the sentiment. For example, I had a comment that...
  • 2 me toos
  • 1 reply
  • Idea
Photo of Hitesh
[Idea] - Reason to be added while report export to CSV fails
I am trying to export a report in report builder. It shows the first N number of rows with data in the table. When I export, it appears i...
  • 11 me toos
  • 1 reply
  • Idea
Photo of Shiv Kumar Katiyar
[Request] Ability to adjust the height of the comment section in Scorecard
When entering comments in the Scorecard, the box on the right hand side of the scorecard is used by our CSMs to capture contextual data s...
  • 2 me toos
  • 1 reply
  • Idea
  • Archived
  • Merged
Photo of Shiv Kumar Katiyar
[Enhancement]Filed missing to migrate for the report created on Scorecard fact object(Scorecard 2.0)
The migration tool is not migrating all the fields on the Fact table reports to target org. Since the fields are not getting migrated, th...
  • Shiv Kumar Katiyar, 2 months ago

  • 1 me too
  • 0 replies
  • Problem