Ideas Management in Salesforce

Drive Organizational Growth With Idea
Management in Salesforce

Ideas are the heart and soul of any organization’s innovation. However, turning your ideas into strategic action requires effective idea management. The Idea Management in Salesforce streamlines ideas by enabling users to share their ideas freely, subscribe to preferred ideas, and vote for the ones they like. This helps bring relevant concepts on board for organizations to foster collaboration and growth.

IdeasPro – Leveling Up Idea Management in Salesforce

While Ideas by Salesforce helps systematically deal with ideas, it has limited features and is only available in Salesforce Classic. IdeasPro is a leading solution that enhances the standard functionalities of Salesforce Idea Management to streamline and optimize ideas. Being Salesforce-native and Lightning-ready, it offers advanced capabilities to put ideas into categories, convert emails to ideas, and assess and prioritize promising ideas to bring them to life.

IdeasPro is now available on Salesforce AppExchange

From Ideas to Innovation: Bridging the Gap With
IdeasPro’s Key Features

Redefine Idea Management in Salesforce with IdeasPro. Here’s how

Idea Account Mapping

Map the account of users who create/like an idea or comment on an idea.

Profanity Prevention

Define words that are bad/abusive so they can be blocked. Prevent posting of ideas/comments containing those words to maintain professionalism.

Idea Merge Scheduler

Merge duplicate/similar ideas under a parent idea. Ensure systematic idea arrangement by eliminating duplicate ideas or idea clusters.

Email-to-Ideas

Auto-convert incoming emails (on ideas email) into ideas and log them into the Salesforce instance. Save the manual effort of idea creation and improve efficiency.

Idea Deflection

Prevent duplicate idea creation by suggesting existing similar ideas or articles (if enabled) to users. Avoid idea redundancies and reduce storage space needs.

Idea Category Subscription

Enable users to subscribe to any idea category and notify them of new ideas and updates within it. Boost targeted engagement and participation on relevant topics.

Multiple Attachments on Ideas

Let users add multiple attachments to an idea with an extended size limit of 2GB, unlike the standard Salesforce functionality that only allows one attachment per idea with a 25 MB limit.

Votes Threshold

Allows users to dynamically update status based on Vote/Comment count on an idea. Let users assess the popularity of a particular suggestion in the community and engage accordingly.

Status Color Mapping

Assign colors to various statuses to better highlight them to users in Ideas LEX as well as community pages. For instance, green color to highlight the status of delivery of an idea.

Zone Wise Admin Settings

Configure IdeasPro based on the idea zones in Salesforce. Easily locate and prioritize ideas for more control and informed decision-making.

Mark Best Comment

Mark a comment as the best answer and show other comments in descending order. Only the idea creator can mark the best comment, which will be displayed at the top.

Set Account-Level Voting

Limit voting for multiple contacts by an account. Promote transparency by preventing users from artificially inflating the vote count.

Disable Idea Voting

Disable voting when an idea reaches a particular status to maintain integrity and foster closure. For example, ending voting for an idea that has been marked ‘completed’.

Archive Ideas

Archive ideas by disabling display for those with a particular status (completed/implemented). Surface new and ongoing discussions to engage users with relevant ideas.

Gamification for Ideas

Reward users with badges and points when they create, comment, or vote on an idea. Foster a sense of achievement among community members and build a stronger community.

Search & Filter Ideas

Search and filter ideas in the community using IdeasPro’s ready-to-use components for quick idea discovery.

Coordinate on Ideas

Let product owners review the ideas posted by community users and work on them with the engineering team in Salesforce.

Tracking and Reporting

Run reports on Ideas and track/prioritize ideas to streamline initiatives and drive data-driven decision-making.

IdeasPro vs. Other Idea Management Solutions:
A Comparative Insight

Features

Automated Idea Account Mapping
Idea Merge Scheduler
Email-to-Idea Channel
Email Notifications on Field Updates
Automated Assignment Rule
Status Workflow Based on Vote and Comment Count
Email Notifications on Comments Posting
Zone Level Moderation

IdeasPro

Others

Innovation Across Sectors: IdeasPro’s Versatile Industry Reach

IdeasPro has successfully served and unleashed innovation across industry verticals. Our team of experts brings a fresh perspective to every challenge, fostering creative solutions to address the unique needs of each customer. Our relentless pursuit of excellence and customer focus has earned us a formidable market prominence along with a proven track record of success across diverse sectors.

Hi-Tech | Retail | Education | Manufacturing | And More…

The 5 Pillars of Strategic Innovation Management

Creating ideas and turning them into reality is key to driving transformational changes. Idea management is an indispensable part of innovation management that provides the necessary force to propel business growth. Begin your journey of ideas to innovation and chart the course of your organization’s success.

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