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...
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...
about 1 month ago
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...
over 2 years ago
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 ...
2 months ago
Salesforce Integration Merged Ideas also should merge Opportunity List
I'd like to request when an idea is merged that its Salesforce Opportunities are merged as well. Presently, the behavior I have observed is that merged ideas still retain their distinct opportunities linked from the Salesforce opportunity. As a us...
about 6 years ago
Embed idea portal in salesforce community (replacing salesforce ideas)
Our support team is using salesforce ideas to gather suggestions, which is great, but i don't want to have manual entry to move ideas from there to AHA.
Is there an option to integrate with Salesforce ideas? OR replace ideas by embedding an aha p...
about 7 years ago
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...
11 months ago
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...
about 1 year ago