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The Missing Salesforce Features

By Unspecified· CertifyCRM Blog· ·Intermediate ·Admin ·4 min read
Summary

This discussion highlights key Salesforce features that have been notably delayed or neglected, such as full support for Dynamic Forms on several standard objects and Experience Cloud, the loss of the hierarchical view in Role Hierarchy, and missing capabilities like attaching files to Web-To-Case submissions and using related fields in Lightning Email Templates. It calls attention to the stagnation of popular requests on the Idea Exchange despite significant community votes and concerns over outdated roadmap updates. Salesforce teams could benefit from this insight by prioritizing improvements to these foundational admin features and engaging more proactively with community-requested ideas to enhance everyday functionality.

Takeaways
  • Dynamic Forms support is overdue for key standard objects and Experience Cloud.
  • Role Hierarchy lost visual tree view after update, reducing usability.
  • Web-To-Case still lacks file attachment capability on case creation.
  • Lightning Email Templates miss related fields support available in Classic.
  • Salesforce Idea Exchange often delays or ignores highly voted feature requests.

It’s great to see many new features with every new Salesforce release, and I enjoy the challenge of the treasure hunt – finding them before the official release notes are published. However, one of the major sources of great ideas for new or improved features is the Salesforce Idea Exchange. Steve Molis ( Steve Mo ) is believed to have suggested that the Idea Exchange is the place where good ideas go to die . With the current state of the Idea Exchange, perhaps he was right! Several times, the Idea Exchange has been revived, with Parker Harris stepping in a couple of years ago to allocate some additional resources to get some ideas moving before he went off to Slack. Since then, it seems that many ideas have been forgotten or just not given the love and attention that we expect. So we just sit and patiently wait, ever hopeful that one day, just maybe, something magically will happen (that is not Agentforce related).

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