Tips on Using Ideas

View supported editions

User Permissions Needed
To view the Ideas tab:	Read on ideas
To view and vote for ideas:	Read on ideas
To create ideas and add comments to ideas:	Create on ideas
To edit ideas and edit comments on ideas:	Edit on ideas
To create Experience Cloud sites:	Customize Application

Consider the following information when setting up and using Ideas:

• To monitor the activity of Ideas, you can:
  • Create a workflow rule or trigger based on the number of comments an idea receives. You can’t create a workflow rule or trigger based on an idea’s vote total or vote count. You also can’t create a trigger that inserts or deletes a comment when the Idea object is updated.
  • Create a custom report based on an idea's vote score or number of comments.
• When posting an idea or comment, you can include a URL in the idea's description or comment field. You can’t attach a file or add a note to an idea.
• Master detail relationships aren’t supported.
• The Ideas feature doesn’t support workflow tasks, outbound messages, and approvals.
• The Ideas feature doesn’t support custom links.
• The Ideas detail page doesn’t contain related lists.
• The data export feature archives all your Ideas data with the exception of deleted ideas and deleted comments.
• You can’t create activities and events for Ideas.
• When using standard or custom Idea fields, note the following:
  • History tracking isn’t supported.
  • Field dependencies and roll-up summary fields aren’t supported.
  • Formula fields aren’t available for the Community (Zone) object.