Ideas portal

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Idea portal vs. Salesforce idea search results

Within an ideas portal, using the search ability will return ideas that match on all of the words. When searching from the Salesforce integration, the results are different since they are matched on any of the words. Utilizing the same search meth...

Shawn Zenz almost 5 years ago in Ideas portal / Salesforce 1 Shipped

3 VOTE

Need a consolidated customer view

with proxy voting now enabled and inability to enforce proxy voting, we're having to maintain separate customer data fields. Looking for an easy way for PMs and AMs to run account based reports that provide a holistic customer view. Today I'm usin...

Laura Giles almost 5 years ago in Reports / Voting 0 Shipped

33 VOTE

Proxy Voting: Need option to configure to allow other portal users to see proxy votes

Multiple user types (support, sales, presales, acct managers, etc) have ability to vote on behalf of a customer however today the proxy vote information is retained only under the user that made the request which means no other support users , etc...

Laura Giles almost 5 years ago in Voting 9 Shipped

8 VOTE

Unique vote count field added to the Admin View of the Idea

This would be very useful for PMs and the Community Manager to quickly determine "unique" votes. We have a 25 unique vote threshold for Ideas to meet to be put Under PM Review. Currently, the “votes” field lists all votes. Is there a way we could ...

Ginger Alford almost 5 years ago in Ideas portal 10 Shipped

6 VOTE

Bulk invite ideas portal users

You ought to be able to perform the same action on a selection of ideas portal users. Here's a scenario I recently encountered:I created an ideas portal for someone else's project. In advance of that person announcing the project and calling for f...

Guest almost 5 years ago in User management 1 Shipped

6 VOTE

Disable public comments for internal employees

We have 2 idea portals that are connected, but one is external (only available to customers) and the other one internal (available for internal employees and they can see the ideas shared on the external portal). I would like to have the option to...

Guest about 5 years ago in Ideas portal 1 Shipped

28 VOTE

Add upvote by organization in idea submission form

Our ideas portal is private, and primarily used by customer-facing stakeholders including sales and support. Since an idea does include a vote because it in itself is an idea and therefore has to be requested or "voted" on by someone or some org i...

Guest about 5 years ago in Voting 4 Shipped

14 VOTE

Link Ideas Organizations to Custom Tables

The concept of proxy voting is super useful, but having to manage an organization in two places is not. We have a custom table for customers that is a shared value across the work types. It would be helpful to be able to use the custom table as th...

Ronnie Merkel about 5 years ago in Ideas portal 4 Shipped

11 VOTE

Integrate with SalesForce for the organizations and contacts used for proxy voting

We use SalesForce to manage all our customer contacts (like many businesses). I would like to be able to have the list of organizations and contacts stay up-to-date with the companies and contacts our sales and account management teams manage in S...

Mat Jennings about 5 years ago in Voting 2 Shipped

5 VOTE

Proxy vote log the users in the voting list

The new proxy voting is usefull but unfortunately the reporting on it is too limited. Our existing workflow is to create an idea report per email domain name to manage organization voting list. Proxy voting does not add the user email in the vote ...

Carl Veillette about 5 years ago in Voting 0 Shipped

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