Salesforce
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VOTE
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...
2
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9
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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...
3
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1
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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....
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8
VOTE
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...
1
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7
VOTE
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...
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15
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19
VOTE
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...
5
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2
VOTE
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 ha...
0
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2
VOTE
Multiple Production SFDC connections from single Aha! instance
Currently we have several different instances of SFDC across the global selling segments and would like to standardize a way to enter RFE’s into the system. Our position is that it must start with SFDC given the connection to revenue opportunity t...
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1
VOTE
Salesforce Integration - Need hierarchical dropdown section from within the AHA UI to make it more feasible to select the correct product for which an idea is requested.
The issue with the Salesforce integration is that you can only map to one ideal portal. That would require us to only have a single idea portal for all products across all Divisions. So when the Sales rep tries to submit an idea or browse existing...
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