Salesforce IdeasImplementation Best Practices

Get Prepared to For Your Rollout

Build Your Project Team. Executive sponsor, project manager, moderator.

Define Your Objectives and Success Metrics. Generate 50 ideas a month and deliver on the top 3.

Define the Type of Inputs. Write up 5-10 sample ideas and set guidelines for what’s not appropriate.

Define Your Audience. Often times a broader audiences provides better perspective and lively conversation.

Define Your Review ProcessWho is held accountable for reviewing ideas and seeing them through?

Communication StrategyHow are you going to promote your community, recognize users, and communicate progress?

Implement Salesforce Ideas

Customize the AppSetup your categories. (5 min)

Set your half-life. (1 min)

Create a sidebar promo (10 min)

Consider renaming tabs (2 min)

Design custom reports and dashboards

Create Your Email TemplatesSelf-registration (Customer Portal)

Reset your passwords (Customer Portal)

Quick tour of our new online community (Both)

Customize the Customer PortalCustomize the portals colors and tabs (5 min)

Add a custom header or logo (5 min)

Create a custom homepage (1 hour)

Create a custom login page (1 hour)

Implement single sign-on authentication (Optional)

Manage Your Community

Market Your CommunityInternal marketing (email, web, training)

Market inside the app (sidebar, homepage components)

Kickoff Event (company meeting, webinar)

Monitor Your CommunityRe-categorize ideas so the right people see them

Flag duplicate ideas

Drive Broad AdoptionCreate timely periodic campaigns to spark conversations

Make sure product owners and experts are active participants adding comments

Create adoption dashboards and recognize your top contributors

Maintain Executive SponsorshipCreate reports and dashboards which are emailed to executives

Gather feedback from key constituents to see what you are able to improve upon

Take Action on Ideas from the Community

Manage Your Top IdeasAssign categories to individuals

Consider building an idea management app using a custom object to track the status

Setup regular meetings to discuss ideas from the community

Communicate Results Back to the CommunityMonthly email newsletter

Monthly meetings

Salesforce homepage component

Idea In Action blog

Resources to Help You Succeed

Dell’s Best Practice Session

Salesforce Ideas Blog

Blogs.Salesforce.com/Ideas

Some Sample PostsSalesforce Ideas Recorded Demos

Salesforce Ideas Breeze Presentation

Reporting on Ideas

Managing Feature Requests

Does Ideas Replace Surveys?

How Do You Promote Your Site?

How Do you Avoid the Crickets?

How Do You Manage Resistance ?

How Do I Manage Duplicate Ideas?

How Do I Find Someone to Manage My Community?

Should We Be Worried About Competitors?

McKinsey Article on Innovation Management

Browse Popular Ideas

Vote for Things You Like

Add Comments

Submit New Ideas

Help Us Shape the Product Roadmap

http://ideas.salesforce.com/popular/salesforce_ideas