Skip to Main Content
ADD A NEW IDEA

Salesforce

Showing 38

Improve the Salesforce Ideas UI - Hidden "Create New" and "Link" buttons

At the default zoom level (100%), the "Create New Idea" and "Link Idea" buttons are hidden in the pop-up window for browsing and creating / voting on Ideas in Salesforce. Without the user knowing they have to scroll down for the buttons to become ...
Max O. almost 2 years ago in Salesforce 0 Future consideration

Improve the Salesforce Ideas UI - Selecting a product

The current UI for selecting a product when raising a new idea in Salesforce doesn't look great and isn't particularly inviting for new users to interact with. Perhaps something more central with our portal logo above. Even better - make this some...
Max O. almost 2 years ago in Salesforce 0 Future consideration

Sync contact names in Salesforce integration

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.
Daniel Lynch over 2 years ago in Salesforce 0 Future consideration

Salesforce Integration - Value field - Needs to pull in currency from SFDC to Aha

Currently the Amount field in SFDC on an opportunity transfers over to Aha when an idea is created from the opportunity. However, no currency goes with it. We are an international company and so we use multi-currency. The value field in AHA isnt p...
Guest over 2 years ago in Salesforce 3 Future consideration

Terminology Customizing for Salesforce plugin

We are using a different terminology for our ideas portal, especially for the term "idea". We found the customizing options for the ideas portal very beneficial, but the only place we were not able to change the term is in the salesforce plugin. I...
Guest over 3 years ago in Salesforce 0 Future consideration

Idea portal vs. Salesforce idea search results

Within an ideas portal, using the search ability will return ideas that match on all of the words. When searching from the Salesforce integration, the results are different since they are matched on any of the words. Utilizing the same search meth...
Shawn Zenz over 3 years ago in Ideas portal / Salesforce 1 Future consideration

Integrate reports from Salesforce for display within a dashboard in Aha!

Reports from salesforce (like module penetration, sales pipeline by product, etc.) are key information for our Product Managers. Being able to see these reports within Aha! would minimise the number of platforms they need to use to do their work e...
James D over 3 years ago in Salesforce 1 Future consideration

Do not Require first filtering by Product in the "Request an Idea" Salesforce Visualforce Page

Having to first filter by Product (and not having an "all Products" option when searching for an existing Idea in the Request an Idea visualforce page) means that a user may miss an existing idea because they are not in the right Product. We shoul...
Guest over 4 years ago in Salesforce 0 Future consideration

Ideas coming from an Aha customer portal to be linked to the account in SFDC automatically

When a customer submit 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 over 4 years ago in Salesforce 8 Future consideration

Bulk action or REST API for linking existing ideas to Salesforce records

We plan to migrate hundreds of requests from another system into Aha idea portal. We want to maintain the link between those ideas and our Salesforce accounts. According to Aha support, this needs to be done manually via Salesforce UI, go into ...
Guest over 4 years ago in Salesforce 0 Already exists