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The native sync currently hinges around the core objects of Lead/Contact/Account/Opportunity. I do come across use cases more and more frequently though where the Account-Contact Relationship in SFDC manages more complex relationships between a contact and multiple accounts. Use cases range from external consultants / influencers on more than one company, several sites in different countries within a customer being logged as separate accounts and a stakeholder playing a role in more than one, etc. The set-up in SFDC prevents the contact being entered more than once to indicate their role in every account effectively, so is really great in avoiding unnecessary duplicates. It would be great if the data model in Marketo would also incorporate this added complexity.
Hi, I think it would be great if we have the ability to configure some fields to be required/mandatory during List imports at an instance level to avoid bad list imports and to maintain data hygiene. Thanks,Vineela.
Currently we have 3 options in the WLB Settings > Select Colour theme1.Default2.Project3.Project StatusIt would be really helpful for us to add an option to colour code task status (system & custom).This way we could easily see if the task on a person is already confirmed (Booked) or still in progress (Suggested) which is different from the project status relating to the overall status of the project.
After migrating to Adobe Admin Console, we found that users that a group administrator creates now requires approval. However, no notification is sent to anyone about the approval. It's very short sighted to require an approval and yet do not have an automated notification to be sent. This now requires a few steps more to achieve what was previously a simple addition by the group administrator. As systems administrator, we need to be notified so we can approve the user in a timely manner.
Description: A Date type field in Workfront custom form shows a day less on Journal reports. As the system automatically stores it in the UTC time zone. Adobe support response was when the field is missing the time the system automatically stores it in the UTC time zone. You can enable the Date and Time option on the field by editing the form and you will see the option to enable it on that field on report. Why is this feature important to you - See Accurate dates on the journal report considering the Workfront Instance Timezone and not seeing UTC converted dates How would you like the feature to work -Ideally, the process should acknowledge the data type of the field (just date in this case) and, if necessary to consider time, it should use the Workfront instance time zone setting (in this case Eastern Time) consistently, without applying any automatic UTC time zone defaults. Current Behavior - As the Field doesn't specify a Date and Time enabled on the Field. When the field is missing the time the system automatically stores it in the UTC time zone which results in showing the dates on reports by a day less.(For Eastern time zones)
Description - While Breakdowns are great, it can make the visuals harder, especially if you want to replicate something like a source/medium report like in GA; or any other 1 to 1 relationship. Being able to add multiple dimension columns followed by multiple metric columns, and to be able to sort those columns would go a long way to allowing simpler visualizations when needed. Having access to both Freeform breakdowns AND flat table visualizations would allow for more ways to represent our data (without having to take it out to Report Builder) Why is this feature important to you - More ways to visualize data is always important, and being able to represent and sort data based data sets as a whole would allow people to have a simpler view of sets of data... As in, instead of sorting by Metric A on Dimension 1 (altogether), then a sub-sort on the metric by Dimension 2 (i.e the breakdown). The Sort would be on the combination of Dimension 1 and Dimension 2 together. How would you like the feature to work - Create sets of data in a flat table visualization that can be sorted as sets, it will allow us to see information in a cleaner view: Both freeform (drill down data) and flat tables have an important roll in data visualizations. Freeform collect all the data consolidated at each level, whereas flat tables would split those dimensions up, but allow us to sort fully by which combinations are most relevant. Current Behaviour - This is a new visualization type that could be used in parallel with the existing freeform tables.
Adding this ability would support project managers especially when they are working on very large projects - currently we manage with exception reports, but this feature would drastically reduce time needed to chase Task Assignees
Description -Why is this feature important to you - This has been an ask from long, I understand we can do this via fusion today, but having this provisioned via custom form will be of great help. This will not only help user not to get confused what topic queue option to choose but just by choosing the right option between the form like what deliverables they are looking for will bring them additional fields to detail out and submit the request. Also helps admin not to create all general fields for all the forms. How would you like the feature to work - This comes in handy when we are looking for integrated custom forms. When we open a custom form we should be straight going to filling form to basic or general details. Followed by to choose what one is looking for and choose the same to fill in as they submit the request. eg., General information fields that any subgroup might want to have like geo, budget, business areas, industries etc. With a section break to choose the option what deliverables requestor is looking for like Social, thoughtleadership, video etc filling in details to fields populated should be received by right team of social, thoughtleadership or video. Current Behaviour - We can set routing rules by queue topics only, we are unable start with all mandatory fields we might want requestors to add and further have drop down or radio button where it might allow routing option to right user or team to the request.
Description -Why is this feature important to you - This feature is crucial for us because we have customized work times for our team, which we use to analyse capacity and assign tasks.How would you like the feature to work - It will allow us to compare the users' actual logged hours to their assigned planned hours in relation to their total availability. For example, if a user's total availability is 50%, that will be taken into account when allocating scheduled hours. We may compare apples to apples when we use a secondary axis to plot this data, with a line chart spanning the planned and actual labour hours.Current Behaviour - Currently, we are unable to generate reports based on work time, which reflects the available time. We can only compare planned and actual hours without considering the specific work times of user.
We've noticed that there are no captions available on the training videos Workfront provides on the Workfront Experience site, and in Ascent. Because of this, your videos are currently inaccessible for people who are deaf, or hard of hearing, and can be inconvenient for people in open work settings as well. Please consider adding captioning to your video production process, to ensure all your customers and their users can easily access the training materials you provide. Even auto-generated captions would be better than nothing, though hand-transcribed captions would be more accurate. The continuous consideration of accessibility in user interface design and training materials is a significant factor in our institution's choice of vendors, as I am sure it is for many other educational and state institutions as well.
Need the ability to import MS Project files into existing projects in Workfront. Our business operations requires us to use MSP and the current work-around creates a bottle neck situation in our workflow.
Description - I would like delegated work to be viewable through the Workload BalancerWhy is this feature important to you - Delegated work is owned by the delegee unless it is reassigned. It is important that Resource Planners are aware of all work on this extra responsibility to avoid over scheduling the individual.How would you like the feature to work - I would like to see delegated work automatically being viewable through the Workload Balancer. This could be set/controlled at company / group level, or shown as an option in the Workload Balancer settings.Current Behaviour - Delegated work sits within the original assignee schedule even though they have delegated it to someone else. There could be a hard deadline for this work, and until it is physically reassigned by the delegee, Traffic Managers can book that time in the delegee's schedule, thus making a problem.
I would like the ability to create a new analysis workspace summary metric that is a formula (at first just divide, multiply, add or subtract) of two existing summary metrics. This is useful when there is no easy way to create a calculated metric due to different time frame needs, etc.For example, if you have a summary metric for Daily Average of Unique Visitors and you want to divide it by the Weekly Average of Unique Visitors, it can be difficult. But if you had both as summary metrics (based upon underlying data tables), you could divide the two resulting summary metrics to make a new summary metric that is Average Daily Unique Visitors / Average Weekly Unique Visitors.
Hello, One of our instances has integration with Microsoft dynamics and it provides a specific flow step to create purposeful duplicates for lead and also has an option to create either lead or contact. I have learnt that this is only possible with dynamics integration and we sell more than 50 products and we often run into scenarios where our customers are interested in more than one product and currently we are leveraging tasks to inform other product sales reps. However, I was thinking if we have similar integration with Salesforce where we could decide to create lead for the same person and associate it with more than one product and to the right person depending on the inquiry we receive it would solve assignment/routing and our potential customers as well as internal customers will then have a better experience to follow through the downstream sales process. Would love to see if this is even feasible with Salesforce integration without having to go down the path of custom sync(as we cannot identify a set of attributes to make them as primary key to allow this to happen). Thanks,Vineela.
Hello, I was working on reviewing our audit trial for a specific asset and was thinking if Marketo engage can offer additional functionality in this space to add or delete additional attributes to provide more insights/details and create custom views. Thanks,Vineela.
Add "language" as a native field to users, and allow language to be an option at project/task level. This could then be used as a pre existing filter in Project workload balancer or used in your AI assignment suggestions. the same could also be done for "skills and certifications" For a truly global agency model that uses off shore and near shore creating these fields and pre filters or AI suggestions would allow all markets to manage offshore and near shore employees capacity better. as well as better manage multicultural/multi language global projects.
As a manager, I want to delegate my timesheet approval decisions, in order to ensure continuity over short and long term absences.When a manager is on short or long-term absence, there is currently no way to delegate their approvals to another operational manager using the current features available (i.e. delegate approvals).This requires a System Admin to go in and manually update the direct reports manager field and subsequently update the direct reports approver on their individual timesheets.Similar to how project, task and issue approvals can be delegated; it would be great to enable timesheet approvals as well.
Description - Currently, the ACDL does not support modifying the event object at a global scale, meaning adaptations or patches to the incoming data can be applied and work for every other ACDL-triggered that executes. One can push up an event listener to that specific ACDL event as custom code, that allows modifying the event and passing it into the rule actions by calling "trigger()". This is for instance the way AEM core components and Launch / Tags communicate together (a slightly overengineered approach that requires transformation of the incoming event data to make it actually usable inside of Launch, but is just my opionion). However, this works only on that single rule / event. Any additional rule that listens to the same ACDL event will not see these applied modifications. Why is this feature important to you - How often does it happen that for some reason data may be corrupted and a fix could be a small patch in Launch itself, rather than fixing the data problem at its source (I know, the data should be correct, but this just happens sometimes). Meaning, if a particular attribute in the data is not correct, I would have to fix it in every single rule that is processing this information, alternatively in a separate data element. But without data element this is just impossible to maintain. How would you like the feature to work - add some kind of "preprocessing" callback feature, that allows modifying the incoming ACDL data as soon as it is pushed, that executed before any ACDL event.This could be done directly in the ACDL extension configuration by providing a custom code block that gives access to modify the raw event data Current Behaviour - raw event data cannot be modified effectively.
Description - In Documents, as an option under "Add New", having the ability to link to a document already uploaded to Workfront in another location (ex. Project or Program). Why is this feature important to you - Linking rather than re-uploading would be more efficient and reduce the risk of uploading different versions. How would you like the feature to work - Adding the option to link from Workfront in the "Add New" dropdown menu on the Documents page. Ideally, there would be a way to see under which program or project that file lives. Also, that if you updated that file, links would update to the newest version. Current Behaviour - Uploading fresh pdfs each time or linking to files located elsewhere. We are trying to get firmwide buy-in that Workfront is the place to find our most current files.
In the bottom right of the Hours tab of a project, it shows what I THOUGHT was the total hours of any project/task time logged in the project. Example below. It used to add the hours so you could see total hours easily without having to add up each entry (I understand you can get the totals in reports, but should be possible from the project too). Somewhere along the way this changed to show the number of hour ENTRIES logged in the project. This is no help. WF, please consider changing this to have the total hours OR please change this verbiage to say 'Showing 32 hour entries' to make this clear. Thank you! I confirmed with WF that this is apparently not a bug and they said this has been like this for several months, meaning it didn't always used to be like this. Very misleading.
Ability to proof email files (.eml) in the proofing tool
Why is this feature important to you - For us not to create the custom form that we created in Sandbox again, especially if the custom form is complex, we don't need to recreate it again from the start.How would you like the feature to work - Add to the options in Packages in Environmental Promotion.Current Behavior - No Custom form in Environmental Promotion
We have a variety of user types in Workfront with varying notification needs. And with over 16,000 users, it’s not feasible to manage their preferences manually. Enabling notifications globally in Workfront activates all options for all users by default, resulting in an overload of notifications. Our goal is to provide users with appropriate notification levels initially, with the ability to opt for more if desired. Issues:There is currently no way to activate notification options, but set them to “off” by default.There's no automated way to adjust notifications for users through Fusion.Our organization relies on parent/subgroup relationships for object sharing and reporting using home group wildcards. Unfortunately, email notifications can only be controlled by parent home groups. Utilizing this for email control would force a significant restructuring of our access hierarchy. Proposed Solutions:Enable global notifications to be activated but set to "off" by default.Add APIs for each notification type in the API explorer. This would allow Fusion to manage activation/deactivation and on/off functionality for each API.Allow subgroups to set permissions for a user similar to top-level groups, as long as it is the user's home group.Allow subgroups to default to inherited permissions from a parent group, but provide the option for overriding each set of group permissions.
Request for Feature Enhancement (RFE) Summary: The click on the logo in the upper left corner should always lead to AEM start page. Use-case: If I'm into Assets (via Assets > Files) in order to maintain an asset and want to go quickly go to start page afterwards, I click on the logo link in the upper left corner to do so. Current/Experienced Behavior: If you are in /ui#/aem/assets.html/content/dam (via Assets > Files) and click on the logo you end up one level above and not on start page. Improved/Expected Behavior: If you enter AEM (/ui#/aem/aem/start.html), click Personalization > Audiences and the click on the logo you end up on start page. Same I would expect when I click on start page Assets > Files and click on the logo. This different behavior confuses the editors and I see no reason why it should behave differently. Environment Details (AEM version/service pack, any other specifics if applicable): Customer-name/Organization name: Carl Zeiss AG Screenshot (if applicable): Code package (if applicable):
When inside a proof have the ability to click "Next Proof" to not have to close out and go back to documents to load next proof. Would cut down on time spent reviewing and marking up different files especially when there can be up to 12-16 sizes of an asset to review. Similar functionality is there when you're previewing a file and you can click next to the next file.
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