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Status Shipped
Categories Salesforce
Created by Stephanie Lechner
Created on May 21, 2024

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 impact?

Submitted ideas through Salesforce are missing key proxy vote data.

Describe your idea

Have the ability to customize the text on the widget to make the intent of the form clear. And/or enforce required submission where users cannot simply close the form without finishing required fields.

  • ADMIN RESPONSE
    Jul 22, 2024

    You can now customize the text in the header of the proxy vote form in Salesforce. Go to Portal settings > Terminology > Votes and find the new option at the bottom. You can also insert an emoji in the text to help draw attention.

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    Jul 22, 2024

    This is very helpful - can you include instructions on how to insert an emoji?

    1 reply