---
schema_version: "1"
id: 93b5081515281fac4f11348d6dfc541c069c942875eeef6e19b27b24695c2b77
title: Tips on Using Ideas
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/ideas_tips.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.ideas_tips.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 832c8eadd0269e094d777d404c30d4fcecc602c6d772a39e00c657fefdb3bfc2
description: Learn about Ideas tips and considerations.
products:
  - Service Cloud
release: "264"
---
# Tips on Using Ideas

Learn about Ideas tips and considerations.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.legacy_editions.htm&amp;language=en_US" target="_blank">View supported editions</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d22894e54">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d22894e54 ">To view the Ideas tab:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d22894e54 ">Read on ideas </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d22894e54 ">To view and vote for ideas:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d22894e54 ">Read on ideas</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d22894e54 ">To create ideas and add comments to ideas:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d22894e54 ">Create on ideas</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d22894e54 ">To edit ideas and edit comments on ideas:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d22894e54 ">Edit on ideas</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d22894e54 ">To create Experience Cloud sites:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d22894e54 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

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.