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Post and Edit Ideas
Learn to post and edit Ideas.
Required Editions
| View supported editions |
| User Permissions Needed | |
|---|---|
| To view the Ideas tab: | Read on ideas |
| To view and vote for ideas: | Read on ideas |
| To create ideas and add comments to ideas: | Create on ideas |
| To edit ideas and edit comments on ideas: | Edit on ideas |
Post Ideas
- To search for existing ideas that match your idea, use the search box in the sidebar. This search helps reduce the number of duplicate ideas in the Ideas, Answers, or Chatter Answers community. If no existing ideas match your idea, proceed to the next step.
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Create an idea using one of the following options:
- On the Ideas tab, select the appropriate community from the list at the top of the page and click Post Idea.
- From the Ideas list view, click New Idea, then select a community, and click Continue.
- From the sidebar, select Idea from the Create New dropdown list, select a community, and click Continue.
- If you’re posting the idea to an idea theme, select one from the list. You can post ideas only to idea themes that exist within your community.
- Enter a title for your idea no longer than 255 characters. After you enter the title, Salesforce searches the community for ideas with the same words in their title or description and then displays the top five matching ideas. If one of these ideas looks similar to your own, click that idea's title to open its detail page in a new window. From the detail page, you can read a description of the idea and vote for it instead of posting your duplicate idea. If none of the ideas in the list are similar to your idea, proceed with the following steps to post your unique idea.
- In the description area, enter the details of your idea. If your organization has enabled the HTML editor for Ideas, the description can include HTML and reference online images. If the HTML editor isn’t enabled, use plain text only.
- Choose one or more categories for your idea.
- If you’re an administrator, optionally choose a status for your idea. The Status dropdown list is visible only to administrators.
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If enabled by your administrator, you can add an attachment to
your idea:
- To locate and attach a file from your computer, click Browse. You can attach any supported file types. Supported file types include Microsoft® PowerPoint® presentations and Excel® spreadsheets; Adobe® PDF files; and image, audio, and video files. Your organization determines the maximum attachment size.
- Optionally, type a title for the file. If you don’t enter a title, the filename appears as the attachment’s title.
- Click Post.
Your new idea displays at the top of the Recent Ideas subtab, and your vote (promote) is automatically applied to the idea. Each vote is always worth 10 points.
Tip Use the following writing tips to make your idea easier for
others to read and understand:
- Use complete sentences.
- Be as concise and direct as possible.
- Check your spelling and punctuation.
Edit Ideas
If you have edit permission on ideas, you can edit the details of an existing idea:
- On the Ideas tab, click the title of an idea.
- Click Edit.
- Modify the title, description, category, and status (administrators only) of the idea as appropriate.
- To save your work, click Apply.
Editing an idea's details doesn’t permit you to edit the comments on an idea.
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