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 8 years ago
in Salesforce
15
Shipped
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
6 months ago
in Salesforce
2
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 9 years ago
in Salesforce
8
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...
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 9 years ago
in Salesforce
10
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 3 years ago
in Salesforce
5
Shipped
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 8 years ago
in Salesforce
4
Shipped
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...
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.
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
over 2 years ago
in Salesforce
1
Shipped