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            Enable Ideas in Your Experience Cloud Site

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            Enable Ideas in Your Experience Cloud Site

            Ideas enable a group of users to post, vote for, and comment on ideas. Enabling Ideas provides an online, transparent way for you to attract, manage, and showcase innovation.

            Required Editions

            Available in: Salesforce Classic
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To customize Ideas settings: Customize Application
            To view Ideas: Read on Ideas AND Read on Idea Themes

            To manage org-wide settings for Ideas, follow these high-level steps:

            1. From Setup, enter Ideas Settings in the Quick Find box, then select Ideas Settings
              1. To enable Ideas for your org, select the Enable Ideas checkbox.
                After you enable the HTML editor, you can't disable it.
              2. Optionally, select Enable Text-Formatting, Images and Links to enable the Ideas HTML editor, which gives users WYSIWYG HTML editing and image referencing capabilities when they post or comment on ideas.
              3. Ensure that the multi-select Categories field is enabled by clicking the Enable button located below the Categories message at the top of the page. This button is not displayed if your organization already has the Categories field enabled.
              4. To let Ideas members associate more than one category with an idea, select Enable Categories. After you enable multi-select categories, you can't disable it.
              5. To let users earn points and ratings based on their activity in each zone, select Enable Reputations.
              6. In the Half-Life (in Days) field, enter the number of days.
                The half-life setting determines how quickly old ideas drop in ranking on the Popular Ideas subtab, to make room for ideas with more recent votes. A shorter half-life moves older ideas down the page faster than a longer half-life.
            2. Define and customize fields for Ideas:
              1. Define picklist values for the Categories and Status fields.
                Make sure that you add the categories and statuses to the zones you are including in the Experience Cloud site.
              2. Set field-level security for standard and custom fields.
              3. Create custom fields and set validation rules on them.
                Custom fields appear in the Additional Information section on the Post Idea and Idea Detail pages.
              4. Optionally, add the Attachment field to the layout and set field-level security to enable users to add files to their ideas.
            3. To enable experts within your zones, create a public group that includes these users.
            4. Optionally, enable Idea Themes in your org.
            5. Create one or more zones to organize ideas into logical groups, and associate the zones with the Experience Cloud site.
            6. Customize your Ideas page layouts to display the information you want to see.
            7. Create validation rules that prevent offensive language from being used in the zone
            8. Set up Apex triggers and validation rules for comments on ideas.
            9. Enable user profiles for members and moderators and ensure the profiles can access Ideas.
              Important
              Important To view Ideas, guest user profiles created after October 1, 2018 must have the Read on Ideas and Read on Idea Themes user permissions manually enabled.
            10. Add the Ideas tab and the Idea Themes tab to the site.

            See Also

             
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