Topics started by steve_buccola
In a Trialforce organization, if I edit one of the existing Smartscores and cancel the Edit, I'm seeing an infinite spinner loop. I need to refresh the page in order to get out of the loop. URL: https://login.salesforce.com/ ID: firstname.lastname@example.org PASS: welcome1
When adding multiple Objects to Data Load Configuration, the Save button is a bit confusing: To reproduce: 1) Add a few Objects 2) For each object, select the fields you would like to grant access 3) Click the Save button Because there is no feedback indicating *what* was saved, as a user, I would expect that all Object field permissions would be saved. Instead, only the Object that you're currently selecting will have the corresponding fields saved. I suggest: 1) Changing objects will prompt the user to Save Changes or cancel OR 2) Save all forms for the Objects selected by the User when the user clicks the Save button. Either way, the Save button should indicate what objects were saved / updated.
Allow users to add a fixed, free form data element to a chart containing a similar dimensionNo Status
As a business user, I would like the ability to specify a fixed data element within a chart already containing the same data element. Examples include: * A specific date in a year that is important to the company (eg renewal date, project completion) * A calculated field to compare the industry average of metrics vs the displayed metric(s). If this is an additional date field, I would expect to see a highlighted period of time If this is an additional metric, I would expect to see an additional dotted line to distinguish its special characteristics. Complexity could be limited by only offering this functionality for specific kinds of visualizations, such as line graphs (or graphs with dates, as per the date example).
Provide ability to specify reporting elements that are not graphed but visible in drill down tableNo Status
As a user, I would like to provide certain non-charted table elements that I don't require being considered for the visualization. For instance, I am trying to graph: ID of Tasks by Date, Assigned Name With the above, I'll get some nice options for output. However, the drill down table is not very helpful - I would like to add the Task Subject field. Unfortunately, when I do so, I lose all of my options and am stuck with a table. Ideally, a drop down State toggle that will appear for the element (eg in the Gear icon). This State will allow me to "Graph - on/off". If off, then do not consider it when dynamically displaying options.
Goal: Provide insight into the frequency of activity and interaction with Contacts at an account and internal team members. Create a preconfigured rule to perform the following calculations to compose a prebuilt "Interaction" Score for each Account. * Examine the Activities object. Count the number of Activities for each week and create a relative score for the Account. * Offer an option to push the count of Activities into the Usage object * While not all companies will be logging their emails into SFDC, I'm sure quite a few are. * This could be extended to Tasks - many teams do use SFDC tasks, and though there could be some false positives due to mixing in the Sales persona, it is still a nice indicator for "Touch" at an account. * The only feasible option today is to create a calculated field to come up with a monthly calculation, but obviously you won't have trend.
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