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Ability to Sort/Filter from Ideas list on Accounts in Salesforce

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...
Kalee Griffith 18 days ago in Ideas / Integrations / Salesforce 0 Future consideration

Allow proxy voting, but prevent idea submission in Salesforce

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...
Chris Quigley about 2 months ago in Salesforce 0 Future consideration

Ability to Filter, Sort and Export Ideas from the new SFDC Integration

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...
Guest about 2 months ago in Salesforce 0 Future consideration

Salesforce widget should support more than 1,000 rows

What is the challenge? The Salesforce widget is using a Salesforce component that has a hard limit of 1000 rows. When the limit is exceeded it generates an error like "Collection size 1,020 exceeds maximum size of 1,000" What is the impact? ...
Craig Glennie 2 months ago in Salesforce 1 Future consideration

Add Link to Feedback on Salesforce Plugin

What is the challenge? When viewing feedback in Salesforce, tables don’t render very user-friendly. It would be helpful to have a link to the portal view of the item for quicker review. What is the impact? The Salesforce plugin renders tab...
Julie Joyce 2 months ago in Salesforce 0 Future consideration

Salesforce Module to Support Rich Text

What is the challenge? The current salesforce plugin does not support rich text fields well. What is the impact? This makes for a poor and confusing viewing experience for those trying to submit proxy votes. Describe your idea Better...
Julie Joyce 2 months ago in Salesforce 0 Future consideration

Salesforce integration with Aha! Knowledge Bases

What is the challenge? If a KB visitor reviews the documentation and is not able to find the answers they need, we want to provide them two options for getting further help: Submit a Salesforce case directly from the Knowledge Base Open up a chat ...
Dale Potter about 1 year ago in Knowledge bases / Salesforce 0 Future consideration

Process for handling account merges in SFDC

What is the challenge? In Salesforce if I merge an account into another account any ideas that were linked on the source account are transferred over to the target account. On the Aha! side, the link in the proxy vote to the account still points b...
Justin Waldorf almost 2 years ago in Salesforce 0 Future consideration

Allow for Lookup Fields to be mapped in SFDC integration

Who would benefit? Everyone What impact would it make? Allows for further data collection from SFDC in Aha! How should it work? Similar to how other SFDC fields are currently mapped in today's configuration.
Julie Joyce almost 2 years ago in Salesforce 0 Future consideration

Improve salesforce integration error messages to assist remediation by adding the name of the organization to update errors

Who would benefit? All aha admins integrating with salesforce What impact would it make? remove reliance on interaction with SFDC admin for information gathering How should it work? Currently, error messages show up in the log like " Error 13 Feb ...
Guest almost 2 years ago in Salesforce 0 Future consideration