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Encourage Idea Creation and Sharing in Experience Cloud Sites
Add your Ideas users to Experience Cloud sites to take advantage of new ways to collaborate.
Required Editions
| View supported editions |
| User Permissions Needed | |
|---|---|
| To customize Ideas settings for Experience Cloud sites: | Customize Application |
Create more engagement and collaboration around Ideas as you enable your customers to post and comment on Ideas right from their site home page. Adding Ideas to Experience Cloud sites lets your users reap the benefits of a vibrant, creative partnership between members. Experience Cloud sites are customizable, public, or private spaces for employees, customers, and partners to collaborate on best practices and business processes. When you enable Ideas in Experience Cloud sites, you give members the ability to create ideas and idea themes and have a dialog around them. You can create public sites that let your customers or partners exchange ideas, and private internal sites that are specific to your employees.
You can assign the task of moderating and managing idea sites to internal members, depending on their privileges. Internal members can moderate both internal and external sites because they have access to internal sites and any public sites that they have permission to access.
To organize your site into smaller groups, you can create zones within a site that reflect special interests, product groupings, or types of customers. Zones are shared by the Ideas, Answers, and Chatter Answers applications, allowing you to view and create zones from those locations. For example, if you're a computer manufacturer you can create a site named Laptop Products and another named Desktop Products. Within each of those sites, you can create zones that are specific to different aspects of the products.
Members have visibility into different zones based on their user profiles:
- Idea community users see the zones that are associated with the Idea community that they’re signed in to.
- Internal users with permission to see Ideas can see all internal-only zones in the organization. If internal users sign in to an Idea community, they see only those zones that are associated with that community.
- Internal users with permission to see Chatter Answers can see all internal-only zones for the organization in the Q&A tab. If internal users sign in to an Idea community, they see only those zones associated with that community.
- Portal users can see the zones associated with their portal.
- Portal users with access to both a portal and an Idea community can see the zones associated with the portal or community that they’re currently signed in to.
- Users who are accessing the portal or Idea community through an API can access all zones that they have access to in all contexts.
- Global searches in the internal application that are performed by internal users return results from all ideas that are available within the organization. Searches performed by all other users in Salesforce Experience Cloud sites return results from the ideas that are available within the site.
Ready to add ideas? Then let’s get started!
- Manage Ideas
Learn how to manage Ideas. - Enable and Customize Ideas Settings
Manage organization-wide settings for Ideas. - Enable Idea Themes
Enable idea themes, so community members can collaborate and add ideas to the idea theme. - Encouraging Innovation with Idea Reputation
Reward the most influential and innovative members of your Ideas community by acknowledging their participation and contribution to the community. - Designate Community Experts
Designate your star users as experts in their Ideas community. - Set Page Layouts for Ideas
When you create a custom field for Ideas, you can add it to the Additional Information section that appears on the Post Idea and Idea Detail pages. - Ideas Standard and Custom Fields
Administrators can customize Ideas standard and custom fields to meet the needs of an organization's unique requirements. - Add Apex Triggers to Idea Comments
Adding Apex triggers to Idea Comments lets you perform actions related to comments that users post to an idea. - Migrate to the Community Application
If your organization enabled Ideas before the Winter '10 release, we recommend that you migrate to the new Community application. The Community application replaces the Ideas application in the Lightning Platform app menu and includes the Ideas and Answers tabs. Answers is a feature of the Community application that enables users to ask questions and have community members post replies. Community members can then vote on the helpfulness of each reply, and the person who asked the question can mark one reply as the best answer. - Understand and Work with Ideas
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.

