Showing 3

Allow filtering ideas based on Salesforce values

I frequently want to sort incoming ideas based on the value or account owner that was recorded in Salesforce. The Salesforce integration lets me make an idea list and display those pieces of data in their own columns, but there is not a way to fil...
Sam Kerr about 4 years ago in Salesforce 1 Shipped

Filter ideas by customer from Salesforce

I need a report in Aha! that would allow me to filter by “Salesforce account_name”. I can add data from the Salesforce integration (such as account name) as a column but not as a filter.
Matt Vlasach about 4 years ago in Salesforce 4 Shipped

Choose the MRR value at the account level when creating ideas from

Can we map the value field to an existing account field for cases? Value is automatically pulling from the opportunity and we actually have MRR at the account level and it would be great if we could map that for cases.
Melissa Hopkins over 5 years ago in Salesforce 0 Shipped