Salesforce Ideas

Moderating an Ideas Community

We are often asked, how many people does it take to manage and moderate an Ideas community. Obviously the answer to that question is going to depend on the size of the community and the complexity of your organization. That being said, I thought I'd try to map the various roles and responsibilities. (Download PowerPoint File )

It could be that you have one person managing the community and they wear a number of different hats. For example the project manager, community manager, and innovation manager could all be the same person. In fact, that same individual might also be your executive sponsor, Salesforce administrator, and moderator. There are a number of other roles listed below where you'll tap into shared resources. For example, Legal, HR, PR, Marketing, and your Ambassadors might be asked for a couple hours here and there.

Community_moderation_salesforce_ide

It is also important to strike the right balance. You want to devote enough resources to make the initiative successful, but it's easy to get sucked into the perception that you need an army to manage the community, when in fact it's pretty amazing how scalable and self-policing they are. Even huge communities often time only have 1 or 2 people full time.

Ideas Terminology: Communities vs. Categories

Organization
An  Org or an Instance is the highest level Salesforce entity. It includes all the users and applications within one account. Ideally a company will have one instance and apply sharing rules to determine what applications and what data each of their users has access to.

Community
A Community is a term specific to Salesforce Ideas application. Each community has it's own focus, unique ideas, and categories.

One way to wrap your head around the concept of a community is to compare it to a real world user conference. At many conferences they have general sessions in which all the conference participants discuss high level themes, and then breakout session where people will go off and discuss specific topics. Salesforce lets you mimic this same model by creating different rooms (aka communities) to bound discussions. These physical boundaries are important because they help filter out the noise and make people comfortable. For example if I am a sales person I might not want to hear ideas from developers and vise versa.

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