Support boolean - true/false checkbox fields in ongoing Salesforce imports
What is the challenge? Ongoing Salesforce imports do not properly support boolean (true/false) checkbox fields.
What is the impact? Customers would need to monitor and manually import based on the field.
Describe your idea. Support boolean (true...
Kristina Gass
about 1 month ago
in SalesforceShipped
Standardize Status visibility for a more accurate Salesforce–Aha! search experience
What is the challenge?
Today, the Salesforce–Aha! integration automatically excludes Ideas in a shipped status from search results by default. This creates confusion because those same Ideas can still be found if a user manually selects the ship...
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
almost 2 years ago
in SalesforceShipped
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 ...
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...
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
over 3 years ago
in SalesforceShipped
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 4 years ago
in SalesforceShipped
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
almost 4 years ago
in SalesforceShipped
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.
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.