View Ideas

Access the Ideas Tab in Salesforce

In Salesforce, the Ideas tab is available by default in the Community app. You can select this app from the Lightning Platform app menu in the top-right corner of any Salesforce page.

Your administrator may have customized your profile to also display the Ideas tab in other apps. Also, your administrator may have renamed the Ideas tab to an alternate tab name.

Click Tab to display the Ideas tab. Click List to toggle back to the list view.

Tip The Zone list at the top of the Ideas tab lists all the available zones, and each zone contains its own unique group of ideas.

Access the Ideas Tab in an Experience Cloud Site

If your organization created an Experience Cloud site, your administrator can display the Ideas tab in the site. Add the Ideas tab to the list of selected tabs during site setup.

Access the Ideas Tab in a Portal

If your organization has portal users who have access to a Customer Portal or partner portal, your portal's administrator can display the Ideas tab on either type of portal. The ideas that display in a portal are either created through a portal or are created internally in Salesforce and published for display in a portal.

Browse Popular Ideas

On the Popular Ideas subtab, ideas are sorted by an internal calculation that reflects the age of an idea's positive votes. Regardless of an idea's static total number of points, ideas with newer positive votes display higher on the page than ideas with older positive votes. Displaying in this way lets you browse ideas that have most recently gained popularity. Less precedence is given to long-established ideas that were positively voted on in the past.

Browse Recent Ideas

The Recent Ideas subtab lists the ideas that have most recently been submitted. Newer ideas display ahead of older ideas.

Browse Top Ideas of All Time

The Top All-Time subtab lists the ideas with the most points. The Top All-Time subtab and the Popular Ideas subtab show different data. The Top All-Time subtab displays the top ideas of all time by number of points. The Popular Ideas subtab uses an algorithm to display the ideas that have received the most recent positive votes.

View Ideas by Category

Categories are administrator-defined values that help organize ideas into logical subgroups within a zone. The View Category dropdown list on the Ideas tab lets users filter ideas by category, and the Categories picklist on the Post Ideas page lets users add categories to their ideas.

To browse ideas by category, select a category from the View Category dropdown list. Alternatively, click the category link at the bottom of the idea description, next to the user who posted the idea.

View Ideas by Idea Themes

You can view all ideas that are posted to an idea theme. From the detail page, you can manage an idea theme and its related ideas.

View Ideas by Status

An idea's status helps zone members track the progress of the idea. For example, “Under Review”, “Reviewed”, “Coming Soon”, and “Now Available” are common status values an administrator can define and assign to ideas. An idea's status appears next to the idea's title for all zone members to see.

To view all ideas of a particular status, go to the Ideas tab and select a value from the Status dropdown list. Alternatively, click the status link next to an idea to view all ideas in the zone with that status.

Browse Ideas in Other Zones

Administrators can create multiple zones, with each zone having its own unique list of ideas. For this reason, it’s important to verify you’re viewing the correct zone when browsing ideas. To browse ideas in a specific zone, select a zone from the list of zones at the top of the page.

View the Details of an Idea

Click the title of an idea to open the idea’s detail page. If you’re an administrator, the detail page lets you edit, delete, and merge ideas. The idea’s detail page includes the following sections:

• The idea’s details, including its full text and number of points
• The related idea theme and the zone to which it belongs
• All comments that have been submitted for the idea
• An area for adding a comment
• A list of the last 100 users who have voted for (promoted or demoted) the idea, sorted left to right from most recent vote to oldest vote