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
over 7 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
over 8 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...
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
over 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
almost 9 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 9 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
about 9 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
almost 10 years ago
in Salesforce
8
Shipped
Embed idea portal in salesforce community (replacing salesforce ideas)
Our support team is using salesforce ideas to gather suggestions, which is great, but i don't want to have manual entry to move ideas from there to AHA.
Is there an option to integrate with Salesforce ideas? OR replace ideas by embedding an aha p...
Gord McNeill
almost 10 years ago
in Salesforce
10
Shipped