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 6 years ago
in Salesforce
12
Shipped
Currently the Aha! to Salesforce integration must be installed using the classic interface. After that, it can be used via the Lightning interface. As a Salesforce admin, it would be nice to be able to install the app via the Lightning interface a...
Scott Goldblatt
almost 9 years ago
in Salesforce
15
Shipped
Update Salesforce.com (SFDC) opportunity value automatically from SFDC to Aha! Idea
If we create a feature request based on a SFDC Opportunity, the information presented in Aha (such as dollar value) does not seem to update if that opportunity changes in SFDC. Makes it difficult to determine the actual value of opportunities from...
Suzanne Vaughan
over 10 years ago
in Salesforce
8
Shipped
Embed idea portal in salesforce community (replacing salesforce ideas)
Our support team is using salesforce ideas to gather suggestions, which is great, but i don't want to have manual entry to move ideas from there to AHA.
Is there an option to integrate with Salesforce ideas? OR replace ideas by embedding an aha p...
Gord McNeill
over 10 years ago
in Salesforce
10
Shipped
Map feature "Value" field in Salesforce integration to a custom field instead of the opportunity value
We need a tool that helps us quantify the potential value/ROI of a feature (to the extent that this is possible...). The SF/Aha! Integration ties to the standard opportunity amount field in SF, but that field is not the metric that we care about i...
Salesforce Integration Merged Ideas also should merge Opportunity List
I'd like to request when an idea is merged that its Salesforce Opportunities are merged as well. Presently, the behavior I have observed is that merged ideas still retain their distinct opportunities linked from the Salesforce opportunity. As a us...
Andy Pendergast
over 9 years ago
in Salesforce
4
Shipped
Salesforce integration: roll up Ideas from Opportunities to Accounts
Our Customer Success team would like to quickly find all the Ideas associated with a Customer, but we really like to map Ideas to Opportunities, so we can keep the granularity of what they needed the feature for; and what was the outcome.
So it wo...
Daniel Hirschberg
almost 10 years ago
in Salesforce
6
Shipped
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...
I need a report in Aha! that would allow me to filter by “Salesforce account_name”. I can add data from the Salesforce integration (such as account name) as a column but not as a filter.
Matt Vlasach
about 9 years ago
in Salesforce
4
Shipped
Support a proxy vote custom layout in the Salesforce integration
When internal teams capture proxy votes for customers, we need for them to fill in some required fields. This is supported in ideas portals today, but the Salesforce integration does not display a proxy vote form. The Salesforce integration is the...
Kelly Sebes
over 4 years ago
in Salesforce
5
Shipped