IdeaExchange

I am in the process of trying to do some major clean up of unused reports.  When I attempt to delete a report, if the report is referenced by a Dashboard, the message that appears is not helpful at all...other than telling me I can't delete the report because it is referenced by one or more Dashboards. It would be great if the message could tell me which Dashboard(s) the report is referenced in.  I know I could create a SOQL query and utilize some other tools to gather this information, but this seems like it shouldn't be that hard.

Hi everyone,

We've encountered a limitation with Salesforce List Emails

: file attachments (e.g. PDFs) are always sent as HTML download links instead of native attachments. This can lead to confusion for recipients and often requires workarounds such as SharePoint links. According to Salesforce, this behaviour is currently by design and cannot be configured. 

I've therefore submitted an IdeaExchange proposal requesting a configurable option to send either native file attachments or HTML links.

If this would also be valuable for your organization, I would greatly appreciate your vote:

👉 Enhancement Request: Support Native File Attachments in List Emails | IdeaExchange

Thank you for your support! 😊

Hi,  

We tested transferring attachments from Leadoo forms to Salesforce using the MC Next Form Handler in sandbox environment. The attachments were transferred as URLs into a Rich Text field type, and users could open attachment links directly in their browsers. The test was successful, so we moved the solution to production. 

To our surprise, the MC Next Form Handler did not support the Rich Text field type in the production environment. Salesforce Support provided the following information: "At this time, there is no confirmed ETA for when Rich Text field support will become available in the Marketing Cloud Next Form Handler." 

We hope that the use of rich text fields in the MC Next Form Handler will be enabled as soon as possible also in production environment. The Text Area (long) field type is not user-friendly for this purpose, as attachment URLs must be copied into the browser one by one. 

Hey All, Has anyone experienced an issue with multi-Record-Type inline editing

and picklist restrictions? 

When editing normally, the picklist correctly shows only values allowed for that Record Type. 

However, in a list view containing multiple Record Types, inline editing shows values from both Record Types. 

Users can also select and save a value that should be restricted to another Record Type. 

Is this a known limitation/issue, or is there a configuration/workaround to enforce Record Type-specific picklist values?  

Validation rule can't be used as we have 100+ Record types with multiple objects & picklist fields.

Is there a way to adjust the ranges on the leadership dashboard interface for the "Attainment Tracking by Rep" tile? The ranges are not what I want to display, I would like to change Below Quota to <80% rather than<95% and On Track for Quota to be 80-100% instead of 95-100%.

We need the ability to enter actual dollar amounts at the gift designation level, not just percentages, when staff know the exact amounts that should be allocated to each designation.  Calculating allocations based solely on percentages can result in rounding differences, causing the allocated amounts to differ from the donor's intended distribution.  The gift commitment's designation split amount feeds to the GL.  Whan actual payments arrive, they come in at the correct whole dollar amount.  Those payments will fail to reconcile against the percentage-derived commitment values.  This is a problem for any gift split across multiple designations, where the total doesn't divide evenly.  Has anyone found a workaround to this issue? 

Roadmap Experience Cloud / B2B Commerce Cloud - where are the basics ? 

We've deployed the Experience Cloud / B2B Commerce since 3 years now in Aura, and we are in the process of upgrading to LWR: where are the basic ? ex: it seem slike the favorite list disappeared...