Salesforce Ideas Implementation 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 Process

Who is held accountable for reviewing ideas and seeing them through?

Communication Strategy

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

Implement Salesforce Ideas

Customize the App

Setup 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 Templates

Self-registration (Customer Portal)

Reset your passwords (Customer Portal)

Quick tour of our new online community (Both)

Customize the Customer Portal Customize 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 Community

Internal marketing (email, web, training)

Market inside the app (sidebar, homepage components)

Kickoff Event (company meeting, webinar)

Monitor Your Community

Re-categorize ideas so the right people see them

Flag duplicate ideas

Drive Broad Adoption

Create 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 Sponsorship

Create 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 Ideas

Assign 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 Community

Monthly 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 Posts Salesforce 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