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...
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
over 4 years ago
in Salesforce
0
Future consideration
I would like to suggest that "comments" created on the Aha!-side of the Aha!-Salesforce integration be transmitted back to Salesforce
Communication between Aha! and Salesforce is essential and by allowing comments made in Aha! to flow into Salesforce, this helps save time and alerts Salesforce-preferred users to be kept current with the latest information entered from Aha!
Guest
about 7 years ago
in Ideas / Salesforce
1
Future consideration
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
9 months ago
in Salesforce
0
Future consideration
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
about 1 year 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
What is the challenge? If a KB visitor reviews the documentation and is not able to find the answers they need, we want to provide them two options for getting further help: Submit a Salesforce case directly from the Knowledge Base Open up a chat ...
Allow for Lookup Fields to be mapped in SFDC integration
Who would benefit? Everyone What impact would it make? Allows for further data collection from SFDC in Aha! How should it work? Similar to how other SFDC fields are currently mapped in today's configuration.
Guest
11 months ago
in Salesforce
0
Future consideration