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My ideas: Salesforce

Showing 16

Filter ideas by customer from Salesforce

I need a report in Aha! that would allow me to filter by “Salesforce account_name”. I can add data from the Salesforce integration (such as account name) as a column but not as a filter.
Matt Vlasach over 7 years ago in Salesforce 4 Shipped

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...
Elina Hu almost 8 years ago in Salesforce 6 Shipped

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...
Andy Pendergast almost 8 years ago in Salesforce 4 Shipped

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...
Daniel Hirschberg about 8 years ago in Salesforce 6 Shipped

Update (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...
Suzanne Vaughan over 8 years ago in Salesforce 8 Shipped

Choose the MRR value at the account level when creating ideas from

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 almost 9 years ago in Salesforce 0 Shipped