Salesforce Ideas
How Do I Manage Duplicate Ideas?
Managing duplicate ideas can be tricky but it is an important part of improving the experience.
Three Ways to Catch Duplicate Ideas
- Suggested Duplicates - Catch duplicates before they are submitted.
- Report Duplicates - Enlist the community to help you identify duplicates.
- Merge Ideas - Clean up duplicates while retaining the original ideas for reference and reporting integrity.
Other Best Practices
- Create a sidebar promo to remind users to “Please Search Before You Submit New Ideas.”
- Stay on top of your recent ideas and weed out dups before they gain momentum.
- Let your users know if they write DUPLICATE into the comment section of an Idea, you'll investigate and merge the ideas if need be.
0 Comments