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Hello, can you please advise me what is the protocol/process when I spot 2 idea posts, that are possible duplicates?

 

how do I flag that to the correcct person?

 

who merges?

 

I reiewed all ideas open on Picklists and Roll-up Summary fields today, and there are HEAPs of duplicates.  it means the rating field is not very accurate.

 

also, how do I tell, when Product Manager last reviewed their "idea bundle/lot"

 

thankyou
1 Antwort
  1. Gestern 20:42

    Hi,

    For duplicate Ideas, there isn't a standard user action to merge two Idea records yourself. If you identify duplicates, you can flag/report them to the IdeaExchange/Product Manager team so they can review and determine whether they should be merged or otherwise handled. 

     

    I'd recommend including the links/IDs of the suspected duplicate Ideas and explaining why they're duplicates. Avoid simply assuming that similar titles should be merged, since the Ideas may have different use cases or requirements. 

     

    For the “Idea bundle/lot” review date, that isn't generally exposed as a standard field on the Idea. If you need to know when a Product Manager last reviewed a particular group of Ideas, that would depend on whatever internal process Salesforce uses for managing those Ideas.

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