Skip to main content
Topics#IdeaExchange

#IdeaExchange7 discussing

Ask a question...
Syscurve Software (SysCurve)
Mar 8, 2024, 5:15 PM
Outlook PST Password Recovery Tool to Retrieve Lost Outlook Password

Experience seamless access to your Outlook emails with SysCurves PST Password Recovery, your trusted partner in retrieving lost Outlook passwords. Our advanced tool empowers you to effortlessly regain control over your crucial communications by recovering access to your PST files. Whether you've forgotten your password or need to unlock encrypted files, SysCurves offers a comprehensive solution tailored to your needs. With our user-friendly interface and cutting-edge technology, navigating through the password recovery process has never been easier. 

4 answers
  1. Shiv Gupta
    May 14, 5:01 AM

     To recover or remove lost Outlook PST passwords effortlessly with a reliable solution. Try Recoveryfix PST Password Recovery that ensures secure access to your emails, contacts, and attachments without altering original data. It supports all Outlook versions and provides a fast, user-friendly recovery process. Regain control of your important data safely and efficiently. 

Write an answer...
0/9000
Tom Bassett (Senior Solution Architect at Vera Solutions) Forum Ambassador posted in * Salesforce Developers *
May 6, 8:47 PM

Upvote if you agree... Bring Back Search on Salesforce Developers

 

https://ideas.salesforce.com/s/idea/a0BHp000019OqYwMAK/bring-back-search-on-salesforce-developers-developersalesforcecom

 

This change would benefit everyone that uses developer.salesforce.com including; Developers, Architects, Admins, Consultants, Marketers, Designers, Business Analysts and more...  

 

#Salesforce Developer #Salesforce Admin #Salesforce #IdeaExchange #TrailblazerCommunity #Trailblazer #TrailblazerCommunityHelp #Agentforce #Flow #Security 

 

@* Release Readiness Trailblazers * @* Salesforce Administrators * @Trailblazer Community Cove @* Salesforce Platform * @* Customer Success * @Architect Trailblazers @Consultant Trailblazers

Write a comment...
0/9000
Kyle Polliard (Global CRM & Commercial Excellence Manager at N/A)
Mar 10, 3:26 PM
Sales Account Plans for Parent Accounts

We are just starting to explore the Sales Account Plans feature in Salesforce.  Was curious if anyone has successfully implemented/configured this for Parent Accounts (I saw there was a related idea posted on the IdeaExchange board).      Initial review seems like Account Plans are specific to the child account, so any related opportunities / contacts would be directly associated with the child account.  But we would really benefit from keeping track of this information at the Parent Account level instead.      Allow creation of account plans on parent account |

3 answers
  1. Pooja Bhattacharya (Nubys Technology Pvt. Ltd.)
    Apr 12, 4:34 PM

    Hi @Kyle Polliard,

     

    You’re right - Sales Account Plans are currently tied to individual Accounts, not Parent Accounts, so there’s no native roll-up to the parent level.

    Common workarounds:

    • Create the Account Plan on the Parent Account and treat it as the “primary” plan
    • Use custom fields / roll-ups / reports to aggregate child account data
    • Or build a custom Account Plan object if you need full parent-level control

    As of now, there’s no standard feature for parent-level plans—IdeaExchange is the right place to track this. 

     

    Hope you find this helpful !!!! 😊 

    Thanks and Regards.

Write an answer...
0/9000
Brittney Gibson (Social and Content Marketing Manager at Salesforce) posted in * Salesforce Administrators *
Aug 19, 2025, 4:49 PM

💬 We’re back on September 16 with the next True to the Core Deep Dive, and this one is for the #Flownatics!💬 We’re back on September 16 with the next True to the Core Deep Dive, and this one is for the !Based on feedback from our first episode survey, we’re focusing on testing and debugging in Flow.

Based on feedback from our first episode survey, we’re focusing on testing and debugging in Flow. 

Join Salesforce Product Managers @Sam Reynard, @Adam White, and @Henry Liu as they: 

 

✅ Walk through recently delivered ideas 

✅ Showcase new capabilities to test and troubleshoot flows 

✅ Share the roadmap for what’s coming next 

 

We’ll wrap up with a live Q&A so you can ask your questions directly to the product team. FYI, the event countdown will begin at 8:50 a.m. PT, but the event itself will run from 9-10 a.m. PT.   

 

➡️ RSVP here to get a reminder to watch. ⬅️ 

➡️ Want to learn more about this series? Check out this blog post. ⬅️ 

 

#True To The Core #IdeaExchange #AwesomeAdmins #Salesforce Developer #Architects

 

@Salesforce Admins Live Sessions, @* Release Readiness Trailblazers *, @* Salesforce Platform *, @* Trailhead Official *, @Architect Trailblazers, @TDX for Admins, @* Salesforce Developers *

8 comments
Write a comment...
0/9000
Neil Shafer-Ross (Database Specialist at Plymouth Housing)
Mar 24, 7:59 PM

I'm trying to create a report that shows Opportunities based on Amount and Close Date, and also based on Payment Amount and Payment Date. Unfortunately, you can't use "OR" logic between fields on different records. I discovered Joined Reports, and I thought that might be the answer to my problem. Unfortunately, it turns out the blocks in Joined Reports can only be displayed horizontally, not vertically, which means my users will have to scroll to the right to see the second block, which I don't think it going to work for us. 

 

Joined Reports should include the option of viewing blocks stacked vertically, rather than side-by-side. 

 

#IdeaExchange  #Reports

Write a comment...
0/9000
Dhanshree Patil (Salesforce Developer at Bajaj Technology Services)
Mar 11, 7:32 AM
On standard Event object I need to select multiple Accounts in 'Related To' field.

As Event/Activity/Task are special object so it cannot directly support junction object. Does anyone know any workaround here ?    

1 answer
Write an answer...
0/9000
Ciara Brennan (Senior Program Manager at Salesforce) posted in Agentblazer Community Group
Mar 10, 10:02 AM

⭐ Use Idea Exchange to share your feature requests for Agentforce⭐ 

 

Check out the Idea Exchange if you have features you'd like to see in Agentforce. You can submit new ideas and vote for existing favorites there.

ideas.salesforce.com💡 

 

'Agentforce' is a sub-category within 'Artificial Intelligence' ⭐ Use Idea Exchange to share your feature requests for Agentforce⭐ Check out the Idea Exchange if you have features you'd like to see in Agentforce.

 

  #IdeaExchange #Agentforce

Write a comment...
0/9000
Valentina Hatos (admin at Europfast) asked in * Salesforce Administrators *
Dec 4, 2024, 10:47 AM
Drag-and-Drop Emails from Outlook to Salesforce Notes and Attachments / Salesforce Files Issue

Hi everyone,

I’ve encountered an issue and wanted to check if anyone else has experienced the same.

In the past, with older versions of Outlook, I was able to drag and drop emails or PDFs directly into Salesforce's Notes and Attachments or Files section without any issues. However, with the newer version of Outlook (Office 365 - Microsoft Outlook Version 1.2024.1124.100), this functionality no longer works.

Some context:

  • We are still using the Notes and Attachments feature (haven’t fully transitioned to Salesforce Files yet).
  • The Salesforce instance is accessed via a web browser (Lightning Experience).
  • It seems like the new Outlook version handles files/emails differently, making the drag-and-drop feature unresponsive.

Has anyone else faced this issue and how were you able to resolve it? 

 

I’d greatly appreciate your insights or any advice on how to address this issue effectively. Thanks in advance!

Best regards,

Valentina

4 answers
  1. Manoj Nambirajan (Dell Technologies) Forum Ambassador
    Dec 4, 2024, 11:18 AM

    @Valentina Hatos unfortunately this is an open idea i suppose. encourage you to upvote

     

    https://ideas.salesforce.com/s/idea/a0B8W00000GdfdGUAR/ability-to-dragdrop-email-attachments-specifically-outlook-here-into-sf-files

Write an answer...
0/9000
Nehi Pathak (Salesforce Admin Certified at Self Trained Developer)
Jan 27, 12:21 PM
Edit Button in Partner object

Hi All ,  We are using Partner Standard object. We have Partner Related list in Account object. But I can see only Delete Button . How I can  add Edit Button here (Please see the Screenshot).  Thanks   

Patner .png
2 answers
  1. Madhanprabhu Thangadurai (Confidential)
    Jan 27, 12:50 PM

    @Nehi Pathak

    - At this moment, Partner object doesn't support update DML. Due to that reason the Edit button is missing. There is already an idea in the ideaexchange, you can upvote and promote the idea. 

     

    https://ideas.salesforce.com/s/idea/a0B8W00000GdhZtUAJ/make-partner-a-first-class-object

     

    https://ideas.salesforce.com/s/idea/a0B8W00000GdWXtUAN/allow-editing-of-partners-related-list

     

     

    I hope this helps. If it does feel free to mark the answer as helpful and accept it as best answer. So other trailblazers can know when they've a similar question. Thank you.  

    - At this moment, Partner object doesn't support update DML. Due to that reason the Edit button is missing. There is already an idea in the ideaexchange, you can upvote and promote the idea.

     

     

Write an answer...
0/9000
Hanna Sandoval (Business Analyst - Salesforce Service Cloud at Esri) posted in Salesforce Knowledge User Group
Jan 23, 5:33 PM

Please help upvote this Idea: 

Be able to export current Synonym Groups for analysis and review | IdeaExchange

 

 

Background: We just found that Service Cloud users could not find a certain article due to keywords used not matching the words in the Title or Description exactly. After reviewing the Synonym Groups I found a lot of opportunities for updates needed, and was able to address this particular use case immediately.  

 

This brought up our need to audit our Synonym Groups, but this needs to be done by business stakeholders who know our product and content best. I cannot seem to export the list for them to review. 

4 comments
  1. Hanna Sandoval (Esri)
    Jan 26, 3:45 PM

    @Alexander Baer You can already report by Publication Status = Draft, I believe the idea you shared is from 2015 and should be closed out as fixed? 

Write a comment...
0/9000