What is the challenge? If a KB visitor reviews the documentation and is not able to find the answers they need, we want to provide them two options for getting further help: Submit a Salesforce case directly from the Knowledge Base Open up a chat ...
What is the challenge? In Salesforce if I merge an account into another account any ideas that were linked on the source account are transferred over to the target account. On the Aha! side, the link in the proxy vote to the account still points b...
Justin Waldorf
7 months ago
in Salesforce
0
Future consideration
Allow for Lookup Fields to be mapped in SFDC integration
Who would benefit? Everyone What impact would it make? Allows for further data collection from SFDC in Aha! How should it work? Similar to how other SFDC fields are currently mapped in today's configuration.
Guest
10 months ago
in Salesforce
0
Future consideration
Filter out Shipped Ideas using the integration to search ideas through Salesforce
Who would benefit? Sales/Field teams What impact would it make? Significant. How should it work? As an admin, I want to filter out ideas with a specific status from the search ideas through SalesForce integration. This will make it easier for the ...
Amelia Peklar
10 months ago
in Salesforce
1
Already exists
Improve salesforce integration error messages to assist remediation by adding the name of the organization to update errors
Who would benefit? All aha admins integrating with salesforce What impact would it make? remove reliance on interaction with SFDC admin for information gathering How should it work? Currently, error messages show up in the log like " Error 13 Feb ...
Guest
10 months ago
in Salesforce
0
Future consideration
In Salesforce plugin allow clicking on existing ideas to show more context
Who would benefit? Our CSMs and account managers need to understand if a customer's suggestion is already covered by an existing idea What impact would it make? In the Salesforce plugin when searching for ideas there is a two-line summary of each ...
Skye Legon
11 months ago
in Salesforce
0
Future consideration
Who would benefit? Customer-facing teams (e.g. account managers) What impact would it make? It would allow team members primarily using Salesforce to pull reports on areas of the product that are important to the accounts/customers they manage. Ho...
Kellen Hawley
about 1 year ago
in Salesforce
0
Future consideration
We have 000's of Organizations in our Aha instance and recently configured an integration with Salesforce and mapped multiple custom fields. On 'Integration updates', it would be helpful to know what would be an update to an existing Organization ...
Jeff Shaffer
over 1 year ago
in Salesforce
2
Future consideration
Allow multiple Aha! accounts to integrate with the same Salesforce instance
In my organization we have separate Aha! accounts for each business unit. We use one Salesforce instance across our organization. I would like to be able to integrate our multiple Aha! accounts with our Salesforce instance.
Erin Ward
over 1 year ago
in Salesforce
0
Future consideration