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...
It would be useful to have the account value linked to an idea that's generated from the account page, similar to how it's currently done for opportunities.
The names of the people we do business with is very important. The Salesforce integration should sync the contact names of our clients in Salesforce with the Ideas portal to enure consistancy and data consistancy.
Associate the Salesforce Account ID with Aha! ideas portal users via SSO
Some of my customers work for large organizations that we have broken down into many accounts in Salesforce. The customers who access the idea portal are associated directly with the Salesforce account and that account might have the same email do...
Erin Ward
over 2 years ago
in Salesforce
3
Shipped
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
over 3 years ago
in Salesforce
1
Shipped
Within an ideas portal, using the search ability will return ideas that match on all of the words. When searching from the Salesforce integration, the results are different since they are matched on any of the words. Utilizing the same search meth...
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
over 3 years ago
in Salesforce
0
Shipped
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...
Update Salesforce proxy vote text and enforce required submission
What is the challenge? Since the proxy form pop-up occurs after the idea create submission in Salesforce, some users are not completing the proxy vote form even though fields are required. They close the screen without submitting . What is the imp...
Stephanie Lechner
over 1 year ago
in Salesforce
2
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
over 10 years ago
in Salesforce
0
Shipped