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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

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...
Guest over 7 years ago in Salesforce 2 Shipped

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 almost 8 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 about 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 about 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 wo...
Daniel Hirschberg over 8 years ago in Salesforce 6 Shipped

Update Salesforce.com (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 about 9 years ago in Salesforce 8 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 9 years ago in Salesforce 0 Shipped