Manage your Innovation Management Cycle with Statuses in AC Ideas Ultimate

AC Ideas Ultimate app is the most comprehensive Salesforce Ideas management app that drives innovation for your products and services.

Let your customers suggest their ideas as well as comment and vote for ideas they like so you can see the most popular ones and use them to improve your product. 

In the following video, you’ll see one of the major features – Ideas Statuses.

We will show you what Statuses are, what they look like, their behavior, and how to create and manage them.

Idea Statuses is a great tool for Product Managers to track the lifecycle of ideas for Salesforce Experience Cloud Site users.

Now you know all Statuses’ benefits and how to use this feature in the most effective way. 

We hope you enjoy our content! If you have any comments or questions – please feel free to write them in the comments.

AC Ideas Ultimate Updates!

AC Ideas Ultimate is the most comprehensive product for innovation management on the Salesforce platform and brings benefits to every company that strives to improve its products or services and appreciates customers’ feedback.

Our app helps to collect customers’ ideas about how to make your product better, identify the most popular ideas and turn them into reality.

In this release, our team has implemented even more functionalities for your product design and planning process.  Let’s see what is new in the updated AC Ideas Ultimate!

Kanban Board View for Ideas

Now with our app, you have a Kanban view of Ideas internally in your organization. 

Each step on the path matches a specific Idea Status. Here you can see the total number of votes and the number of Ideas with specific status and other information.

Salesforce has a native Kanban view for records on any object. But this view works with picklist values from the object and Idea Status – it is a lookup field on the Idea records.

So we added custom logic to synchronize picklist values with statuses on the Idea. 

To change the Idea’s status, the Idea Manager just needs to drag and drop the Idea to another column.

change the Idea’s status

Default Status for Ideas

Now you can set up the default status for the new ideas created from the Experience Site or internal environment.

This feature simplifies the processes for Idea Manager since the new ideas will be created with the correct status and there is no need to manually change the statuses. You can set up the default statuses for each Zone separately.

New Junction Object Between Categories and Campaign

You can now schedule Campaigns for the same categories for the future.

Previously, the category was a lookup field and as soon as a new Campaign with the category that was already assigned to the existing Campaign was created, this category got lost in the previous Campaign.

For this reason, you couldn’t view past Campaigns by categories. Now we use a separate junction object so you can both plan new Campaigns and view old Campaigns by categories.

Merge Ideas Confirmation

We’ve added an additional confirmation step to merge Ideas because currently if Ideas have been merged, there is no way to separate them back.

Merge Ideas Confirmation

There are all our major updates and new features for now. Follow us on social media to keep up with our news and useful information about Salesforce and Experience Cloud.

How to Create Assignment Rules in Salesforce

Assignment rules are a great instrument to better organize your sales and support teams’ work.

Using assignment rules you can automate the process of assigning owners to Leads and Cases. 

Assignment rules description

There are two types of assignment rules in Salesforce: Lead Assignment Rules and Case Assignment Rules.

To better understand Salesforce terminology we’ll give you a short definition of what is a Lead and what is a  Case in Salesforce.

Lead – prospect, someone interested in your product or service, but not yet ready to buy.

Case – customer’s question, complaint, or suggestion about your product or service.

Assignment rules can help you to automatically deliver specific Cases to the right people in the team who are specialized in a certain area so that the customers receive timely and qualified responses.

It also enables you to sort cases by priority according to the customer’s support package (Platinum, Silver, etc.).

The same thing applies with assignment rules for Leads – you can define which users will be assigned leads that come from your website and which users will be assigned leads that come from social media.

Assignment rules and Queue creation

Now you know what assignment rules are for, we’ll show you how to set them up.

As an example, we’ll use Case Queue and Case Assignment Rules creation in Salesforce.

To create a Case queue, do the following:

  • Setup -> type Queue in the Quick Find box -> enter the Name and Label. 
  • Leave the Queue Email field empty if you want the support employees included in the queue to receive emails when new cases are created or type the email addresses of the people who will receive this kind of notification.
  • Choose Case and add it to the Selected Objects column.
  • Choose members and add them to the Selected Members column -> click Save.
create a Case queue

To create a Case assignment rule do the following:

  • Go to Setup -> type Assignment Rules in the Quick Find box -> choose Case Assignment Rules -> click New -> enter the Rule Name and click Save.
  • Click on the rule you just created -> click  New in the Rule Entries section.
  • Sort Order – defines the order in which entries will be processed (entering “1” means that this entry will be processed first).
  • Select the criteria for this rule entry.
  • Choose the User to whom this rule entry will be assigned.
  • Choose the Email Template this user will receive when the new case will be assigned to him -> click Save.
  • Click Edit in the Rule Detail section -> mark this rule as Active ->click Save.
create a Case assignment rule

Don’t miss the benefits you can get from using assignment rules – give them a try on your organisation!

We hope that this post was informative for you.

Check our AC Events Enterprise tool that will help you with events management and AC Knowledge Management Enterprise for comprehensive and effective data management.

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