Posting an Idea is how a community member submits a suggestion into a zone so others can vote and comment on it. The fields below are what a poster fills in; statuses and categories are configured by an admin beforehand.
- Open the Ideas tab
Go to the Ideas tab in your Salesforce app or Experience Cloud site. You need at least Read on ideas to view and Create on ideas to post. If multiple zones exist, pick the one that fits your audience and topic.
- Search before you post
Use the search box to check whether your suggestion already exists. If it does, promote and comment on that record instead of creating a duplicate, since splitting votes weakens both entries.
- Write a clear title and description
Give the Idea a specific, scannable title and a description that states the problem and the desired outcome. Attach a file if it helps, such as a screenshot or a short document.
- Tag a category and submit
Choose the category that matches your suggestion so members can filter to it, then submit. Your Idea starts at the default status and is open for promotion, demotion, and comments right away.
A short, specific summary of the suggestion. This is what members scan in the Popular and Recent lists, so make it precise.
The detailed description, in rich text. State the problem, the proposed change, and the benefit so voters understand what they are supporting.
The community grouping the Idea is posted into. It sets the audience, the available categories, and the status values that apply.
An admin-defined tag that classifies the Idea so members can filter the list. Some zones allow more than one category per Idea.
- Each member can vote on an Idea only once, and you cannot both promote and demote the same record. To switch your vote, remove the existing one first.
- Half-Life is an org-wide setting, not a per-zone one. Changing it to surface ideas in a quiet zone also affects ranking in every busy zone.
- The Ideas feature is documented as legacy. Before standing up a brand-new zone, confirm it still fits your roadmap versus modern feedback options.