Skip to Main Content
ADD A NEW IDEA

Salesforce

Showing 16

Associate the Salesforce Account ID with Aha! ideas portal users via SSO

Some of my customers work for large organizations that we have broken down into many accounts in Salesforce. The customers who access the idea portal are associated directly with the Salesforce account and that account might have the same email do...
Erin Ward over 1 year ago in Salesforce 3 Shipped

Receiving notifications when a new salesforce package is available

We enabled the Aha-SF integration and it will be really good to get a notification once a new package is available. Today, we can learn about it accidently only if we look at the log and seeing there error "we could not import new records from SF....
Ronit Binshtok almost 2 years ago in Salesforce 0 Shipped

Add filters for automatic Salesforce import

When initially importing Salesforce organizations into Aha!, there are filters to narrow down the records that should be imported. It would be helpful to have filters also available to control automatic imports on a go-forward basis. Using the "Ap...
Emily Yankush almost 2 years ago in Salesforce 1 Shipped

Allow for a unique identifier to match on in the SF integration

We have multiple accounts with the same name in Salesforce, like Boeing (accounts for each location). In order to select the correct org from a drop down, e.g. to assign an idea to an org, we have appended each account with the client id (so it ap...
Sara Olson about 2 years ago in Salesforce 0 Shipped

Link Salesforce Account Value

It would be useful to have the account value linked to an idea that's generated from the account page, similar to how it's currently done for opportunities.
Guest almost 3 years ago in Salesforce 3 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 about 3 years ago in Salesforce 5 Shipped

Idea portal: add an option to see Salesforce items linked to ideas

We are a B2B company and we want to start using a private idea portal with Salesforce integration: Employees will create ideas on behalf of our customers, via Salesforce. Product managers will have access to Aha, while other employees will only ...
Guest over 4 years ago in Salesforce 0 Shipped

Support the Salesforce Lightning interface

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 over 7 years ago in Salesforce 15 Shipped

Allow filtering ideas based on Salesforce values

I frequently want to sort incoming ideas based on the value or account owner that was recorded in Salesforce. The Salesforce integration lets me make an idea list and display those pieces of data in their own columns, but there is not a way to fil...
Guest over 7 years ago in Salesforce 1 Shipped

Show opportunity name from Salesforce on the idea in Aha!

The Ideas in Aha which have been linked to an Opportunity show this link in a nice little table on the Idea itself. However, the column for the Opportunity name only shows the word "Opportunity", not the actual opportunity name itself. This is ann...
Guest over 7 years ago in Salesforce 2 Shipped