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My ideas: Salesforce

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Add filters for automatic Salesforce import

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...
Emily Yankush almost 2 years ago in Salesforce 1 Shipped

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...
Sara Olson almost 2 years ago in Salesforce 0 Shipped

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...
Guest over 7 years ago in Salesforce 1 Shipped

Choose the MRR value at the account level when creating ideas from salesforce.com

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 about 9 years ago in Salesforce 0 Shipped

Idea portal: add an option to see Salesforce items linked to ideas

We are a B2B company and we want to start using a private idea portal with Salesforce integration: Employees will create ideas on behalf of our customers, via Salesforce. Product managers will have access to Aha, while other employees will only ...
Guest over 4 years ago in Salesforce 0 Shipped

Receiving notifications when a new salesforce package is available

We enabled the Aha-SF integration and it will be really good to get a notification once a new package is available. Today, we can learn about it accidently only if we look at the log and seeing there error "we could not import new records from SF....
Ronit Binshtok over 1 year ago in Salesforce 0 Shipped