Salesforce Ideas
Sharing Rules (Ideas Winter '09)
With the Winter '09 release you have a couple of new options with regards to sharing. When you create a community you can designate whether it's associated with one portal, all portals, or no portals. You can then create profiles which map to the communities. For example;
- Profile 1 - Access to Portal A
- Profile 2 - Access to Portal B
- Profile 3 - Access to Portal C
- Profile 4 - Access to Portal A & B
- Profile 5 - Access to Portal A & C
- Profile 6 - Access to Portal B & C
You can see how this gets exponentially more complex the more communities you have, so if you can it is best to default to a more open sharing model if you can.
The approach of associating portals to profiles doesn't work for CRM users. CRM users have visibility into everything or nothing.
We realize the importance of robust/ad-hock sharing, so we are going to invest heavily here over the next couple of releases. We posted an idea to the IdeaExchange so if sharing is something that's important to you cast your vote and provide us more detail on how you'd like to see us build it.
Profile Page (Ideas Winter '09)
One of the most visible improvements with the Winter '09 release are the new profile pages. When you visit the Ideas tab is says Welcome
in the top right corner followed by an alert if you've received any recent replies. By click on that link you'll find a page which lists all your recent activity, the ideas you've submitted, ideas you've voted on, and recent replies.
Likewise when you're browsing the site you might click on a users name to see what other ideas they've submitted, voted for, or commented on.
The profile page is built as a Visualforce Page, so it can be extended with Apex code. For example you might want to include fields from the users object, or write a controller to let users upload their own photo. It opens up all kinds of possibilities.
Validation Rules on Comments (Ideas Winter '09)
With the Winter '09 release we added validation rules on comments. The most common use case for validation rules is to catch obscene comments and present the user with a custom warning message. The customer will have to maintain a list of words and define the warning message that is returned by the user.
Community Nickname Field (Ideas Winter '09)
In the past we use the alias field to identify members of the community. The alias field worked fine for internal use, but when dealing with customer communities you might not want to unveil your identity (Alias uses first initial, last name by default) and you might want to use a nickname larger than 8 characters (the limit for Alias). With the Winter '09 release we've eliminated those constraints and let users choose their own nickname as part of the self-registration process.
Report Abuse / Flag Duplicates (Available Using Log a Case)
The other way people want to improve data quality is to have people from the community flag duplicate ideas. While this isn't part of the ideas product we've seen some very slick examples of how the log a case feature can be used to identify duplicates and reports of abuse. The case functionality in Salesforce is very robust so you can create queues for moderators, set escalation rules, and create great dashboards. If you're interested in exploring this direction contact Salesforce.com Professional Services.
Another low tech approach to this is to create a side bar promo that says, "To Report Abuse or Flag Duplicates Simply Add a Comment to the Idea In Question and Our Moderators will Follow Up." On the back end you can create a report or workflow rule to notify moderators when report abuse or flag duplicate comments are left. Once you're moderator has delt with the issue they can delete the comment.
Expert Icons (Ideas Winter '09)
In the community it's important that the moderators and product experts stand out. If someone is posting a reply you want to know if it's an official voice from the community.
To designate individuals as experts, you first have to assign them to a public group within Salesforce. Start by going to... Setup > Manage Users > Public Groups When you create a new group you can give it a name, and define membership based upon other groups, roles, or individual users. Once you've defined your group you'll then want to go to... Setup > Customize > Ideas > Communities And there you'll be able to edit your community and assign an Expert Group.
Salesforce has an expert icon out of the box (seen below), but if you want to use a different icon, maybe a company logo, it can be swapped out using CSS.
Salesforce Ideas Dashboard and Ideas in Action Posted on AppExchange
We've mentioned how easy it is to keep track of the activity in your community with the Salesforce Ideas Dashboard: you can identify at a glance your top ideas and contributors, and slice and dice the data any number of ways. We've posted an example of the Dashboard on the AppExchange. It's meant as a starting point that you can modify as best suited for your needs.
We've also posted an example of the Ideas in Action custom object. Ideas in Action essentially allows you to take the top ideas and turn them into active projects, with associated project owners, milestones, and status. It's a best-in-class project management app that showcases the power and flexibility of the Force.com Platform. It's easy for you to make it your own by adding or changing fields to incorporate what's most relevant for you. All the activity in Ideas in Action can also be tracked via dashboard, so we have included an example as well. Here is the link:
If you have any additional examples of how you've tracked the activity in your community and turned the top ideas into reality, please share with us!
Down Voting (Ideas Winter '09)
With the Winter '09 release you can either vote an idea up, or demote it.
On the back end you can report on the sheer number of votes, the aggregate vote score, or who voted an idea up vs. down. To see all the down votes, filter for vote_value > 0. To see all the up votes, filter for vote_value < 0.
Status Flags and Sorts (Ideas Winter '09)
In the Winter '09 release you will be able to create status flags and sort ideas by status.
In the past you might have used custom fields as a quick and dirty solution, but now it is much more prominent, and much easier for end users to sort by status. For example, you might want to go to the IdeaExchange and search for all the "Ideas Under Consideration" within the "Salesforce Ideas" category.
The status field is not turned on by default, but it's easy to get set up.
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