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 ...
What is the challenge? We have a large number of workspaces and categories in our product taxonomy and would like to use AI to analyze ideas when submitted to suggest the right combination of where these ideas should live when customers submit ide...
Jerimiah Rudden
about 2 months ago
in Ideas portal
0
Future consideration
Ignore record type prefix on field names when importing to CSV
What is the challenge? CSV import tool expects just the field name for the columns. However when you export from CSV, the export automatically adds the record name i.e. "Feature"/"Release"as a prefix in front of each field name. Because of this pr...
Max Robbins
3 months ago
in Application
0
Likely to implement
What is the challenge? When adding large Aha! views (such as custom roadmaps) to a presentation slide, it’s difficult to resize them appropriately to fit within the slide. This leads to inconsistent results with the resizing and display of views. ...
Terri Salie
3 months ago
in Presentations
0
Future consideration
Add ability for users to report on their ideas from the ideas portal
What is the challenge? When users are logged into the ideas portal, they want to view a report of all their ideas, the status of their ideas, which features they're promoted to, and the timeline for delivery. Currently, we can build this report, b...
Eliza Crawford
2 months ago
in Ideas portal
0
Future consideration
What is the challenge? Easily integrating with Aha! using Microsoft integration platforms What is the impact? Having to rekey data - costs time Describe your idea Microsoft provides a low-code multi-platform integration service called Power Automa...
Chris Doran
6 months ago
in API
1
Future consideration
Support creating document or whiteboard templates in automation rules
What is the challenge? There is no ability to automate creating a note or whiteboard template in the Research tab when ideas or other records are created. What is the impact? If you use the same template for each idea or other record, it requires ...
Stephanie Lechner
3 months ago
in Ideas research
0
Future consideration
Add Fiscal Quarter to dateformat function in calculated columns
What is the challenge? If I want to create a Report that shows information by quarter, there is no easy way to do this. What is the impact? Rather than creating a simple Pivot to view and sort this information, when I want counts I must filter thr...
Brittani Carmandi-Weber
14 days ago
in Reports
0
Future consideration
What is the challenge? After moving one page under Knowledge section, no more pages can be added by the + sign within folders or notes. What is the impact? Unable to move or reorganize notes, pages, documents and folders within Knowledge section D...
What is the challenge? Set up automation rules for more than one workspace What is the impact? An easier way to setup automation rules in multiple workspace (without the need to copy the rules) Describe your idea Currently if we want to use the sa...
Edgar Holguin
about 1 month ago
in Epic
0
Already exists