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SDatE
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Member since ‎Oct 26, 2021
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Sam Daly

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SDatE on March 28, 2023
Workflow option for variable duration since another date property
Imagine you have a date set in a custom field on an object. Currently, you can drive workflows that trigger X days before/after that date, where X is a fixed amount, e.g. 10, 30 etc. For us, we set a target close date for a Deal, and I'd like to dr read more
Reply Idea Workflows
0 upvote
0 Reply
JimL on December 02, 2021
Views - Allow Super Admins the ability to edit and save any existing View, regardless of ownership
Would be nice for Super Admins to be able to edit and save any existing view, regardless of the owner/creator. You can only edit the views that are "Created by me". For example if one Super Admin creates a "default" view for users, and it needs read more
Reply Idea Users & Teams & Permissions
78 upvotes
33 Replies
SDatE
Participant
February 11, 2023
Any update on this? I currently cannot delete a field because it's in a view that another super admin created, even though there are no values left f...read more
Solved
SDatE on September 07, 2022
Dashboard report per company
Hoping I just haven't spotted how to do this, but is there a way to develop a report or dashboard view per company? So, I go into Company X and see a dashboard that shows all the metric we're interested in for Customer Success? I get how we can see read more
Reply Discussion RevOps
1 upvote
3 Replies
SDatE
Participant
September 07, 2022
@karstenkoehler the new additional tab sounds like it may be what we want. I'm aware we can show fields in a custom panel on the left (and adju...read more
Solved
SDatE on September 07, 2022
Dashboard report per company
Hoping I just haven't spotted how to do this, but is there a way to develop a report or dashboard view per company? So, I go into Company X and see a dashboard that shows all the metric we're interested in for Customer Success? I get how we can see read more
Reply Discussion RevOps
1 upvote
3 Replies
SDatE
Participant
September 07, 2022
@karstenkoehler the new additional tab sounds like it may be what we want. I'm aware we can show fields in a custom panel on the left (and adju...read more
nikan on January 20, 2021
Association Triggered Workflows
I'm currently using a property on a custom object to handle associations for the object. It is a comma-separated list of object id's that the custom object instance is associated with. Removing or adding an id to the list will result in the associa read more
Reply Discussion Webhooks Workflows
17 upvotes
8 Replies
SDatE
Participant
September 05, 2022
An update in terms of my work with this. I have found that if you know you'll only ever be doing a 1:1 association, you can trigger workflows by usin...read more
SDatE on September 02, 2022
Allow association count to be a report filter
I want to be able to see how many of my custom objects have no Company associated to them. However, I can't use the "Count of companies" report field as a filter term. Please let us use this!
Reply Idea Dashboards & Reports
1 upvote
0 Reply
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