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Allow knowledge bases to be embedded in webpages and products

What is the challenge? Currently you cannot add a knowledge base to a webpage or web-based product. What is the impact? This means users need to navigate to a separate webpage from what they may already be using. Describe your idea Allow ability t...
Chris Quigley 2 months ago in Knowledge base 0 Future consideration

Schedule when a document will be published to a KB

What is the challenge? You need to manually publish Knowledge base updates. What is the impact? If you are planning a release or something similar you may want to publish the updates to go out automatically. Describe your idea Add ability to sched...
Chris Quigley about 2 months ago in Knowledge base 0 Future consideration

Support a master choice list across item types (Goals, Initiatives, Epics, Features, Requirements)

Who would benefit? Organizations who need a common choice list custom field that needs to be referenced and consistent across multiple item types. What impact would it make? This would save time, effort and potential for errors How should it work?...
Guest 4 months ago in Features 2 Future consideration

Allow custom footer to KB pages

What is the challenge? Certain copyright, legal, etc. information must be included on each KB page. Right now, this text would need manually added to the bottom of each article. If it ever needed changed, each article would need edited. What is th...
Emily Yankush 3 months ago in Knowledge base / Notes 1 Future consideration

Embed a webpage within a Note in a KB

What is the challenge? When creating documentation to share in a Knowledge Base, sometimes you want to include information from another site. Currently you have to either : Copy and paste that content into the KB, so you have to maintain it in two...
Emily Yankush 3 months ago in Knowledge base / Notes 1 Future consideration

Update Salesforce proxy vote text and enforce required submission

What is the challenge? Since the proxy form pop-up occurs after the idea create submission in Salesforce, some users are not completing the proxy vote form even though fields are required. They close the screen without submitting . What is the imp...
Stephanie Lechner about 1 month ago in Salesforce 0 Future consideration

Ideas portal form should have consistent treatment of text in dropdown fields

What is the challenge? The ideas portal add idea form has inconsistent styles for the text shown in dropdown fields. If there is no help text / description terminology, then the blank/default placeholder text is different depending on the field ty...
Guest about 1 month ago in Ideas portal 0 Likely to implement

Intelligently reduce fields shown when adding fields to a report

What is the challenge? When I am building a report, every time I go to add a field to a report, I get a dropdown showing every possible field associated with that record. Fields for every custom workflow for every workflow in the account, tons of ...
Max Robbins 3 months ago in Reports 1 Future consideration

Allow drill down on charts

Being able to display something in a chart but still view some detail behind it is a really efficient way for senior leaders to understand progress/status/other about work that is being done or planned.
Rachel North over 2 years ago in Reports 9 Likely to implement
263 VOTE

Add Features to multiple initiatives

Many intiatives may benefit from some common functionality. If you could add a feature to multiple initiatives it would allow you to better track the impact of the feature across the entire business.
Guest over 9 years ago in Strategy 43 Will not implement