Skip to Main Content
ADD A NEW IDEA

My ideas: Salesforce

Showing 36

Associate an idea with a SalesForce Contact

Current Salesforce idea integration is only with Accounts, Cases and Opportunities. Would like to be able to associate with a contact
Guest over 5 years ago in Salesforce 1 Future consideration

Sync contact names in Salesforce integration

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.
Daniel Lynch almost 3 years ago in Salesforce 0 Future consideration

Idea portal vs. Salesforce idea search results

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...
Shawn Zenz about 4 years ago in Ideas portal / Salesforce 1 Future consideration

Salesforce integration

The Google Analytics integration is great. It would be really nice to also have an integration Salesforce so we could track the leads generated from our various campaigns. For example, we send out an email campaign to a target audience. How many l...
Guest over 5 years ago in Salesforce 0 Future consideration

Salesforce Report with Opportunities and Ideas

Currently Salesforce reports for ideas only pull ideas. Our sales team asked for a SF report with Ideas and Opportunities so they are able to report on the value of their ideas. Sales people live in SF so this would help to live there and not just...
Guest over 9 years ago in Salesforce 3 Will not implement

Terminology Customizing for Salesforce plugin

We are using a different terminology for our ideas portal, especially for the term "idea". We found the customizing options for the ideas portal very beneficial, but the only place we were not able to change the term is in the salesforce plugin. I...
Guest about 4 years ago in Salesforce 0 Future consideration

Salesforce integration without permission set

Currently, the Salesforce / Aha.io integration requires using a permission set. A System Administrator must assign individual users in Salesforce to this permission set, in order for them to use the Aha.io ideas portal. That's a fine approach, but...
Angus Davis almost 9 years ago in Salesforce 1 Unlikely to implement

Process for handling account merges in SFDC

What is the challenge? In Salesforce if I merge an account into another account any ideas that were linked on the source account are transferred over to the target account. On the Aha! side, the link in the proxy vote to the account still points b...
Justin Waldorf 4 months ago in Salesforce 0 Future consideration

Sync Idea categories to Salesforce

Who would benefit? Customer-facing teams (e.g. account managers) What impact would it make? It would allow team members primarily using Salesforce to pull reports on areas of the product that are important to the accounts/customers they manage. Ho...
Kellen Hawley 10 months ago in Salesforce 0 Future consideration

Allow multiple Aha! accounts to integrate with the same Salesforce instance

In my organization we have separate Aha! accounts for each business unit. We use one Salesforce instance across our organization. I would like to be able to integrate our multiple Aha! accounts with our Salesforce instance.
Erin Ward over 1 year ago in Salesforce 0 Future consideration