Salesforce shows all ideas requested by a customer
When a customer submits an Idea in our Customer facing portal the Idea should be linked automatically into that users account on SalesForce, Today we are able to go into SFDC and manually search for the Idea for that user and link the account to t...
Vered Yosub
almost 6 years ago
in Salesforce
12
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 ha...
Multiple Production SFDC connections from single Aha! instance
Currently we have several different instances of SFDC across the global selling segments and would like to standardize a way to enter RFE’s into the system. Our position is that it must start with SFDC given the connection to revenue opportunity t...
Salesforce Integration - Need hierarchical dropdown section from within the AHA UI to make it more feasible to select the correct product for which an idea is requested.
The issue with the Salesforce integration is that you can only map to one ideal portal. That would require us to only have a single idea portal for all products across all Divisions. So when the Sales rep tries to submit an idea or browse existing...
Christian Stark
almost 8 years ago
in Ideas / Salesforce
0
Shipped
Currently the Aha! to Salesforce integration must be installed using the classic interface. After that, it can be used via the Lightning interface. As a Salesforce admin, it would be nice to be able to install the app via the Lightning interface a...
Scott Goldblatt
almost 9 years ago
in Salesforce
15
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...
In the popup window for selecting an idea to link: * Would be nice to be able to sort by name * Would be nice to have partial search, not only full word search * Would be nice to filter out ideas which have already been added. This can create dupl...
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...
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
about 9 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...