SFDC Visualforce Window - Customize the Default Filters for *Everyone*
I like the Hubspot visualforce window in SFDC as it gives great supplemantary data to the sales team. A frustration, though, is that it also shows, by default, the countless workflows that someone has been enrolled into.
I know it is possible to customize your own, personal, window. But I don't want to have to teach the entire sales team how to customize their hubspot visualforce window. I want it to just show what I want it to show, to everyone.
Request: Let me create a standarized, default, view for the Hubspot SFDC visualforce window that shows exactly what I want it to show, to everyone.
Hi @SJawed, no timeline just yet. If you have a specific use case you need for customization, can you add a comment in the thread or send me a DM. We're doing early research into the types of customizations customers need with the visualforce window. Thanks!
Hi all, I’m Winnie the Product Manager on our Strategic Integrations team.
We're looking to improve the Visualforce window for our Salesforce Integration. Customization and adding functionality is on the list! If you're interested in chatting about how we could support your use case, or want to be part of a beta testing group. Please reach out here or through your CSM. 🙂
Same request here! Though our specific request is to be able to customize the score highlighted. It is stuck on the standard HubSpot score, but we have developed a custom score that uses calculated fields combining multiple score results.
That sore is working as intended, but we're forced to show the wrong score to our reps in Salesfoce in using the visualforce module, which is a major issue.
Yes, this would be so helpful. We have different segments of teams that would like to be able to filter by different data. It would be nice to be able to set default values and customize what they see.
Much needed, at the moment it is difficult to navigate through all the workflows, Salesforce syncs and so on. It would be enough to get a standard view for view users with only some stuff visible.
It would be really great if you could set a Master View in SF for Visualforce. We have many users and having them each be able to customize the view is great - but also, leaves a lot of room for mininterpretation, gaps, etc.
I wish I could have a default setting to exclude workflows, lists, and other marketing data that doesn't need to clutter up the sales team's view, so they can focus on the details that matter.
Pardot & Marketo experiences are loads better than this. Never did i expect HubSpot to be behind the times on something Pardot offers!!! i was floored when i saw what this looked like for HubSpot... definitely not the experience i expected. I don't want to have to train all the sales reps across the world in how to look at this data.
Hi all, I’m Winnie the Product Manager on our Strategic Integrations team.
We're looking to improve the Visualforce window for our Salesforce Integration. Customization and adding functionality is on the list! If you're interested in chatting about how we could support your use case, or want to be part of a beta testing group. Please reach out here or through your CSM. 🙂
@WinnieHien we would very much like to have a conversation about this as it's currently a blocker to a new initiative we'd planned to introudce this year. @elisag can you please helps us make this happen? Thanks.
Hi @SJawed, no timeline just yet. If you have a specific use case you need for customization, can you add a comment in the thread or send me a DM. We're doing early research into the types of customizations customers need with the visualforce window. Thanks!
Agree we need the option to set a default view of the workflow and informatin on the HS widget in Salesforce for sales teams. This is an important function for HubSpot to Salesforce for a company to want to keep this integration as otherwise it just creates unnecessary confusion and information for sales team.
