To set up Ideas, complete the following steps: Set up a Chatter community or a Customer Portal. Customize Ideas settings.
Full Answer
How do I display ideas in Salesforce?
You can display Ideas to internal Salesforce users, a Salesforce.com Community, Customer Portal, or partner portal user, or to public users (requires setting up a Salesforce Site). You can also manage Ideas from the console. As an administrator, you can: Control whether ideas are enabled for your organization and customize the half-life of ideas.
What is the Ultimate Guide to a Salesforce implementation?
Ultimate Guide to a Salesforce Implementation. 1 1. Define Stakeholders. First things first: who is relevant to the project? You’ll want to identify the people and entities that have a vested ... 2 2. Define High-level Goals. 3 3. Gather Requirements. 4 4. Prioritize Requirements. 5 5. Build. More items
What can you do with Salesforce?
Here, you can have a complete overview of your business performance in operations, finance, sales, marketing, and more. Salesforce has various products that are specially designed to deliver each goal: Sales Cloud, Revenue Cloud, Service Cloud, Marketing Cloud and Pardot, and so much more.
What are some common problems with Salesforce implementations?
The size of the team is also vital; letting a smaller team take care of the implementation could run up costs in the long term versus getting access to several Admins, Developers and Architects at a Salesforce Partner. Underestimating Projects: More often than not, the focus can diverge when setting out the roadmap in Salesforce Implementations.
How do I enable ideas in Salesforce?
To manage organization-wide settings for Ideas:From Setup, enter Ideas Settings in the Quick Find box, then select Ideas Settings.Click Edit.Use the Enable Ideas checkbox to enable or disable Ideas for your organization.More items...
What are ideas in Salesforce?
The Ideas feature serves communities of users who post, vote for, and comment on ideas. An Ideas community provides an online, transparent way for you to attract, manage, and showcase innovation. Tip Salesforce offers its own Ideas community for Salesforce users to submit product feedback and suggest new features.
What is idea themes in Salesforce?
Idea Themes lets you invite community members to post ideas about specific topics so that members can solve problems or propose innovations for your company.
What is the purpose of the ideas community?
Ideas enable a group of users to post, vote for, and comment on ideas. Enabling Ideas in a community provides an online, transparent way for you to attract, manage, and showcase innovation.
What is Salesforce idea Exchange?
What is the IdeaExchange? The IdeaExchange is an always-on feedback platform where you help make Salesforce better for everyone. Your ideas on the IdeaExchange are an integral part of our release planning process. Post your own idea or vote for ideas from your fellow community members.
Who can submit an idea to Salesforce Com idea Exchange?
There are two sides to the Idea Lifecycle: Ongoing: anyone can submit ideas they think of to the IdeaExchange. Anyone can upvote these. Prioritization Cycle: the product managers create a prioritization list from the most-upvoted ideas.
How many themes can be active in Salesforce?
You can create up to 300 custom themes, but you can't modify or clone the built-in themes provided by Salesforce.
How do I add a theme to Salesforce?
You can create a custom theme in Command Center from an existing theme and define the background color, font, and upload a custom logo....Manage ThemesClick the down arrow option next to the theme title.Select Edit.Change the theme name and background color for the theme. ... Click Apply Changes.
Where can a theme be applied in Salesforce?
We can customize themes & brand in the Salesforce org with the “Themes and Branding” features. We can use salesforce built-in themes or we can create our own custom themes with just a few clicks. Go To | Setup | Search 'theme' in the quick search box, then select “Themes and Branding”.
What are the 3 types of community?
There are three main types of communities; urban, suburban and rural.
What are the 4 types of community?
Why not consider exploring the other four types of community....Different Types Of CommunitiesInterest. Communities of people who share the same interest or passion.Action. Communities of people trying to bring about change.Place. Communities of people brought together by geographic boundaries.Practice. ... Circumstance.
What are the 3 types of community development?
The three types of communities are rural, urban, and suburban.
Benefits of Enabling Ideas in Your Community
When you enable your customers to post and comment on ideas, you are prompting users to engage more to share their ideas. This also gives users a sense that their ideas are being taken into consideration by your business.
Ideas Component in Lightning
The ideas component is not yet Lightning-compliant, leaving many Lightning Salesforce users tossing between Classic and LEX. While this is a major hurdle in accessing Ideas, Salesforce hasn’t provided a workaround for it yet, unfortunately. Also, managing ideas in Salesforce is quite a complex process.
Challenges in Managing Ideas
Not only this, ideas management can be tedious at times with multiple users posting ideas, commenting, and subscribing. And since it is about crowdsourcing, it’s hard to keep your community clean, which makes it difficult to find relevant ideas.
Is There a Solution?
Yes, there is! Grazitti’s IdeasPro not just allows you to access ideas in Lightning Experience but also enables you to manage those ideas effectively. Powered with 20+ out-of-the-box features, IdeasPro is the most advanced, comprehensive ideation solution to fuel growth and business values. The features that it provides include:
Why is user adoption important in Salesforce?
User adoption is vital for the success of any Salesforce project. The end-users will be trained on how to navigate and use the Salesforce platform. The new system and processes associated with it might terrorize the team, but this training will ease them and ensure they use the tool smoothly. Overall, productivity is not affected this way. Also Salesforce can be rolled out in phases just to ensure that employees don’t resist change.
Can a business implement CRM from scratch?
Every business doesn't start implementing CRM from scratch, they might be using some system or at least an Excel sheet to manage customer and account information. Data from the legacy systems would be migrated with minimal downtime to the Salesforce platform. Along the way, the in-house admin can also be trained with migration tools like Dataloader .
