Currently the Aha! to Salesforce integration must be installed using the classic interface. After that, it can be used via the Lightning interface. As a Salesforce admin, it would be nice to be able to install the app via the Lightning interface a...
almost 7 years ago
Update Salesforce.com (SFDC) opportunity value automatically from SFDC to Aha! Idea
If we create a feature request based on a SFDC Opportunity, the information presented in Aha (such as dollar value) does not seem to update if that opportunity changes in SFDC. Makes it difficult to determine the actual value of opportunities from...
over 8 years ago
Map feature "Value" field in Salesforce integration to a custom field instead of the opportunity value
We need a tool that helps us quantify the potential value/ROI of a feature (to the extent that this is possible...). The SF/Aha! Integration ties to the standard opportunity amount field in SF, but that field is not the metric that we care about i...
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...
over 7 years ago
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...
over 1 year ago
Salesforce integration: roll up Ideas from Opportunities to Accounts
Our Customer Success team would like to quickly find all the Ideas associated with a Customer, but we really like to map Ideas to Opportunities, so we can keep the granularity of what they needed the feature for; and what was the outcome.
So it w...
almost 8 years ago
Show opportunity name from Salesforce on the idea in Aha!
The Ideas in Aha which have been linked to an Opportunity show this link in a nice little table on the Idea itself. However, the column for the Opportunity name only shows the word "Opportunity", not the actual opportunity name itself. This is ann...
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...