Salesforce
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13
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9
VOTE
Associate the Salesforce Account ID with Aha! ideas portal users via SSO
Some of my customers work for large organizations that we have broken down into many accounts in Salesforce. The customers who access the idea portal are associated directly with the Salesforce account and that account might have the same email do...
3
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8
VOTE
Add filters for automatic Salesforce import
When initially importing Salesforce organizations into Aha!, there are filters to narrow down the records that should be imported. It would be helpful to have filters also available to control automatic imports on a go-forward basis. Using the "Ap...
1
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8
VOTE
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...
1
Shipped
7
VOTE
Allow for a unique identifier to match on in the SF integration
We have multiple accounts with the same name in Salesforce, like Boeing (accounts for each location). In order to select the correct org from a drop down, e.g. to assign an idea to an org, we have appended each account with the client id (so it ap...
0
Shipped
6
VOTE
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...
1
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4
VOTE
Update Salesforce proxy vote text and enforce required submission
What is the challenge? Since the proxy form pop-up occurs after the idea create submission in Salesforce, some users are not completing the proxy vote form even though fields are required. They close the screen without submitting . What is the imp...
2
Shipped
4
VOTE
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.
0
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2
VOTE
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...
0
Shipped
2
VOTE
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...
0
Shipped
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