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salesforce reports

As a member of a sales or support team, it would be useful to report on Aha! ideas in salesforce: Who's created what? What the status of items is? etc. Currently, this is not possible as the object used to link the idea to salesforce isn't populat...
warren lester over 7 years ago in Salesforce 1 Future consideration

Show who is assigned to an idea in salesforce integration

When viewing ideas in Salesforce using the integration, we'd like to reflect the current value of "Assigned-to" in our SFDC reports - in the same way the idea status is currently reflected. This would be hugely beneficial as we need to reflect who...
Melissa Hopkins over 8 years ago in Salesforce 1 Future consideration

Salesforce Integration - Value field - Needs to pull in currency from SFDC to Aha

Currently the Amount field in SFDC on an opportunity transfers over to Aha when an idea is created from the opportunity. However, no currency goes with it. We are an international company and so we use multi-currency. The value field in AHA isnt p...
Guest almost 3 years ago in Salesforce 3 Future consideration

Removing account link from an idea in Aha! should remove the link on the account in Salesforce

Using the Salesforce integration, if you remove the request on the Idea page (by clicking on the bin icon) and go to the related account in Salesforce, the request is still listed there. Ideally this would update Salesforce dynamically.
Gergo Navratyil over 7 years ago in Salesforce 0 Future consideration

Associate an idea with a SalesForce Contact

Current Salesforce idea integration is only with Accounts, Cases and Opportunities. Would like to be able to associate with a contact
Guest about 5 years ago in Salesforce 1 Future consideration

Sync contact names in Salesforce integration

The names of the people we do business with is very important. The Salesforce integration should sync the contact names of our clients in Salesforce with the Ideas portal to enure consistancy and data consistancy.
Daniel Lynch over 2 years ago in Salesforce 0 Future consideration

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...
Shawn Zenz almost 4 years ago in Ideas portal / Salesforce 1 Future consideration

Salesforce integration

The Google Analytics integration is great. It would be really nice to also have an integration Salesforce so we could track the leads generated from our various campaigns. For example, we send out an email campaign to a target audience. How many l...
Guest over 5 years ago in Salesforce 0 Future consideration

Salesforce Report with Opportunities and Ideas

Currently Salesforce reports for ideas only pull ideas. Our sales team asked for a SF report with Ideas and Opportunities so they are able to report on the value of their ideas. Sales people live in SF so this would help to live there and not just...
Guest about 9 years ago in Salesforce 3 Will not implement

Terminology Customizing for Salesforce plugin

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 almost 4 years ago in Salesforce 0 Future consideration