Effectively Enabling the Idea Component in Salesforce Lightning

The customer, a digital interactive agency delivering mobile and web experiences, had a community built on Salesforce Experience Cloud, and was struggling with changing the fields and UI of the idea component on the Classic version. They wanted to employ Lightning Experience to create a UI for internal users and prioritize ideas based on revenue, utilizing data from related accounts and opportunities.

Download this case study to learn how we helped the customer to:

• Manage ideas in Salesforce LEX
• Set up new filters and search option
• Prioritize the development of ideas with higher associated revenue
• Built a UI for LEX users