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In the View pane, the little gear in the search bar (above) grants the option of filtering out everyone's personal views—is there a way an option can be added to show only views that are being synced and/or shared? And maybe even something that gives...
Added this as a comment to the Record Templates announcement but also wanted to add a new thread.I'm trying to build out a new workflow where team members can create new records in one table via a Linked Record field in a different table. When you cl...
thirded! either this, or figure out a way to add formula fields to forms so I can pop in a field with a LEN() formula that the end user can see while they type.
this would, no joke, absolutely change the game at my company. we're in the final stages of extricating our data and workflows from Salesforce and I've said multiple times that the one thing I miss is their global search bar's ability to surface data...
+1 and adding that automations should have sortable + searchable metadata info the same way fields do in the "Manage Fields" tab. who created it, when was it last modified, who was the last person to modify it, etc. some of us have users that occasio...
seconding this!! (while we're talking about groups in Record Review, i'd also love the option to allow end users to create groupings outside of the programmed settings, the way they can change filters and sort order).