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My ideas: Salesforce

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Update Salesforce proxy vote text and enforce required submission

What is the challenge? Since the proxy form pop-up occurs after the idea create submission in Salesforce, some users are not completing the proxy vote form even though fields are required. They close the screen without submitting . What is the imp...
Stephanie Lechner 2 months ago in Salesforce 0 Future consideration

Process for handling account merges in SFDC

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 2 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 5 months ago in Salesforce 0 Future consideration

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 5 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 7 months ago in Salesforce 0 Future consideration

Sync Idea categories to Salesforce

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 8 months ago in Salesforce 0 Future consideration

See Promoted Ideas when Searching for an Idea Through Salesforce

As a user, when I am searching for an idea through the Salesforce integration, I would like to see if the idea was promoted before selecting it.
Amelia Peklar 11 months ago in Salesforce 0 Future consideration

Differentiate the import of Salesforce Accounts

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 about 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 about 1 year ago in Salesforce 0 Future consideration

Ability to customize Aha panel in Salesforce

Today, we can customize almost everything in the portal we use in Aha-Salesforce integration, excluding the panel itself that is shown in Salesforce. I would like to be able to: custom the wording of the fields there - e.g. if in the portal I rena...
Ronit Binshtok over 1 year ago in Salesforce 0 Future consideration