What is the challenge? If a KB visitor reviews the documentation and is not able to find the answers they need, we want to provide them two options for getting further help: Submit a Salesforce case directly from the Knowledge Base Open up a chat ...
What is the challenge? There is no easy way to send ideas to engineering to work on or keep the information in sync. What is the impact? Time spent copy and pasting data. Out-of-date information leading to confusion. Describe your idea Like the re...
Our Sales and Support teams use HubSpot CRM for all of their daily operations. I would love to have the same two-way sync that is provided for Salesforce within HubSpot. Essentially, the ability to associate contacts to ideas within HubSpot
Guest
almost 6 years ago
in Ideas / Integrations
18
Future consideration
I need the ability to configure My work for my use case. The page is often cluttered with elements that we may never use. Here are a few of the challenges we've run into: Customize My work by persona Customize for novice users. Imagine a cleaner i...
Nathaniel Collum
over 1 year ago
in My work
0
Future consideration
Sync goals and initiatives across more records using automations
What is the challenge? Recently the ability to sync goals between epics and features was added to automations which is great! However, not all customers use epics, but still want a way for goals to be automatically synced to their lower level work...
Max Robbins
5 months ago
in Strategy
0
Future consideration
Set up multiple authentication methods to access the same knowledge base
What is the challenge? Currently it is possible to configure (SSO) for KB's but only one SSO, which makes it difficult to share a KB with multiple internal or external groups. What is the impact? This is confusing our internal users and a potentia...
Simone Bilton
3 months ago
in Knowledge base
0
Planning to implement
left navigation pane not displaying for finished web KB in Edge.
What is the challenge? left navigation pane not displaying for finished web KB in Edge. What is the impact? Describe your idea left navigation pane not displaying for finished web KB in Edge.
Allow exit criteria for each status in a workflow board to help users understand when they should progress an item to the next status.
What is the challenge? this information is currently stored outside of the tool making it unlikely for users to follow company guidance What is the impact? teams are progressing items that are not ready. we are building exceptions reports to fulfi...
What is the challenge? I want to be able to copy records name with hyperlink in one click, today I have to copy the name separately and then the link separately which is a hassle. What is the impact? Saving tedious work from the user Describe your...
Ondrej K
2 months ago
in Application
3
Future consideration
Today when a timeframe is archived, it no longer appears as an option when adding a filter on a timeframe. It is possible to report on archived goals and initiatives using a filter to show archived records, but it makes it difficult to report on t...
Max Robbins
5 months ago
in Strategy
0
Likely to implement