Green landscape and a mountain next to text that says "How to Make Your Idea Stand Out on the IdeaExchange."

How to Make Your Idea Stand Out on the IdeaExchange

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You never know when that moment of inspiration will strike. Maybe you’re building a new app or walking the dog when suddenly, like a lightning bolt, it hits you. “This should be a Salesforce feature! I want to tell Salesforce! But how?”

Fortunately, there’s a super simple way for you to share your ideas with us — the IdeaExchange. The IdeaExchange is Salesforce’s always-on feedback platform that connects the Trailblazer Community with Salesforce product managers. It’s the go-to place to post ideas and contribute feedback about how to improve products and experiences.

The IdeaExchange homepage.

If you have a Trailblazer ID, you’re in luck — you’re already set up to start posting, commenting on, and upvoting ideas. As an admin, it’s always great to see what ideas you think would make Salesforce even better. Your feedback and solutions for creating better features and products are an invaluable resource for product managers.

However, getting your idea to stand out takes a little extra thought. A well-crafted idea helps attract more attention from the community, which provides more opportunities for other Trailblazers to enrich the idea with their use cases. Ideas that are well-articulated and contain multiple use cases then become more valuable for Salesforce Product teams, as it helps them understand the value of delivering the feature — or the opportunity cost to our customers if we don’t.

How to submit an idea

Want to submit an idea that the Trailblazer Community will want to vote and comment on? We’re here to help. To excite the community and attract the attention of Salesforce product managers, consider the following when crafting your idea.

On the IdeaExchange, submissions have three parts:

  • Title
  • Category
  • Description

A computer screen showing you the interface of what it looks like to post an idea to the IdeaExchange.

Title

Use the title to grab readers’ attention and differentiate your idea from similar ones. While crafting your idea, similar ideas appear so that you can see what others have already posted, what you can vote on, or what you can use as a reference to ensure your new idea is unique. Concisely state the problem your idea solves or the new feature it offers. For example, “Celebrate the closing of an opportunity with an in-app animation.”

Category

A category associates an idea with a Salesforce product. The category helps community members and Salesforce product managers find your idea via search and filters. If you’re not certain about which category to choose, make your best guess.

Description

When writing your description:

  • Add details about your idea’s purpose and impact.
  • Focus on an objective.
  • Describe its use and how it improves Salesforce.

Although it’s tempting to immediately describe the functionality of a new feature or solution, it’s important to step back and describe the objective or problem statement. This approach sparks more engagement and conversation. When writing your description, refer to this guidance:

Element Guidance
Purpose & impact Describe where in the product your idea fits and who would benefit from it. For existing features, this could include pain points or the root cause of an issue.
Objective Explain the objective of your idea. Rather than propose a solution, focus on the impact of how your idea will improve the feature.
Use case & solution With the purpose, impact, and objective in mind, describe at least one use case for your proposed functionality.

 

Using our example of “Celebrate the closing of an opportunity with an in-app animation,” here’s one way to describe the idea:

“When tracking an opportunity in Sales Cloud, there isn’t much of a visual cue to represent the significant event of closing a won opportunity. A more pronounced visual cue when an opportunity changes to Closed Won would provide instant recognition to the rep, help drive adoption of Sales Cloud, and show that the opportunity is in the correct closed state.

For example, when a sales rep updates an opportunity to Closed Won, an animated graphic showing hands clapping could pop up on the screen for 5 seconds.”

In this description, the first sentence orients the reader to where in the product this feature could be implemented. The second sentence articulates the objective of the idea and how it will improve the feature. The description ends with a use case for the proposed solution.

When crafting an idea description, consider including an image to illustrate your idea or highlight an area for improvement. Just remember to not include sensitive information in screenshots and images.

Explore the IdeaExchange

Explore the IdeaExchange and take note of the ideas that stand out to you and why. See an idea that you identify with but could use some additional context? Use the guidance above to add comments on existing ideas.

Here are some other ways you can keep up with the IdeaExchange:

  • Learn how to work with our product teams with IdeaExchange Basics on Trailhead.
  • Stay up to date on future plans for the site in the IdeaExchange group on the Trailblazer Community.
  • Mark your calendars. Prioritize top ideas three times a year to shape Salesforce products. The next cycle will be in January ’22.
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