Salesforce

What is the challenge? The Salesforce integration includes a setting called Sync organization idea. When turned on, if a proxy vote is added to an Aha! idea and linked to an integrated organization, the integrated account in Salesforce will displ...

What is the challenge? The CSV import can now be used to create new contacts in Aha! when you import proxy votes that link back to Salesforce, but it does not integrate these contacts back to Salesforce at import. What is the impact? Contacts in ...

What is the challenge? When manually approving the import of Salesforce contacts and organizations, there are no filters on the integrations updates screen. What is the impact? Without filters it is more difficult to selectively import or ignore r...

What is the challenge? Today when you add a proxy vote in Salesforce you can also create a new contact. The new contact appears in Aha! but is not linked to any contact in Salesforce. What is the impact? This leads to manually having to create / ...

What is the challenge? Currently the Aha! Salesforce integration cannot sync/map Salesforce custom rich text fields to send information from Salesforce to Aha! What is the impact? Requires users to view information in Salesforce or additional Aha...

What is the challenge? When updates to the Salesforce <->Aha! integrations are available, the users who can make the changes should be notified of the availability of the upgrades. Right now the notification is displayed on the announcemen...

What is the challenge? Currently unable to sort or filter on the list of ideas tied to a customer account in the salesforce widget. The current way ideas appear to be sorted is by name of idea. (at least it is post bulk import) What is the i...

What is the challenge? When a proxy vote form is included in the Salesforce integration, it appears after the idea is first created or linked within Salesforce. It is possible to close out of the popup without completing the proxy vote form. ...

What is the challenge? In some cases, you may want Salesforce users to submit proxy votes on existing ideas, but not create brand-new ideas. Today, there is no way to block Salesforce users from creating ideas. You can hide the idea submission o...

What is the challenge? With many Ideas, my sales teams needs a way to sort, filter or export the long list of Ideas displayed in the SFDC widget What is the impact? Eliminates requirement to click on each Idea to understand when it might h...