Salesforce shows all ideas requested by a customer
When a customer submits an Idea in our Customer facing portal the Idea should be linked automatically into that users account on SalesForce, Today we are able to go into SFDC and manually search for the Idea for that user and link the account to t...
Vered Yosub
about 5 years ago
in Salesforce
8
Future consideration
Currently, users of the Salesforce <> Aha! integration can create / link 'Aha! Ideas' to 'Salesforce Opportunities'. Further those 'Aha! ideas' can be promoted to / linked with 'Aha! Features'.
As a user of the Salesforce <> Aha! inte...
Erick Crowell
about 8 years ago
in Salesforce
1
Future consideration
Add Salesforce integration to Salesforce custom objects.
We use custom objects in our Salesforce org to track things like feature requests, bugs and other system support related issues. Allowing us to integrate Aha to a custom object would allow us to use the Aha integration with our existing org struct...
Guest
over 9 years ago
in Salesforce
3
Future consideration
Salesforce Integration: Allow customization of terminology
Currently we can rename the title of the Salesforce widget. We can also customize all the text within the Ideas portal in Aha. For us, we want to use this connection but we don't want to call them ideas, but rather e.g. Requirements.
This is possi...
Guest
about 8 years ago
in Salesforce
0
Future consideration
In the popup window for selecting an idea to link: * Would be nice to be able to sort by name * Would be nice to have partial search, not only full word search * Would be nice to filter out ideas which have already been added. This can create dupl...
Guest
about 8 years ago
in Salesforce
2
Future consideration
The names of the people we do business with is very important. The Salesforce integration should sync the contact names of our clients in Salesforce with the Ideas portal to enure consistancy and data consistancy.
Daniel Lynch
about 3 years ago
in Salesforce
0
Future consideration
We move customers from opportunity into lead generally before we can capture their ideas. They are then leads for their lifetime with our business. With the current Aha! Salesforce integration, we can't capture their ideas through Salesforce.
Melih Onvural
over 8 years ago
in Salesforce
3
Future consideration
Today, the SFDC integration can only link opportunities to ideas. It would be great to also link to features. This could help prioritize features that are still in a parking lot and would reduce the buden of merging ideas created via SFDC with exi...
Fabien Maisl
over 5 years ago
in Salesforce
2
Future consideration
Salesforce Integration - Value field - Needs to pull in currency from SFDC to Aha
Currently the Amount field in SFDC on an opportunity transfers over to Aha when an idea is created from the opportunity. However, no currency goes with it. We are an international company and so we use multi-currency. The value field in AHA isnt p...
Guest
over 3 years ago
in Salesforce
3
Future consideration
Removing account link from an idea in Aha! should remove the link on the account in Salesforce
Using the Salesforce integration, if you remove the request on the Idea page (by clicking on the bin icon) and go to the related account in Salesforce, the request is still listed there. Ideally this would update Salesforce dynamically.
Gergo Navratyil
about 8 years ago
in Salesforce
0
Future consideration