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 ...
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
almost 2 years 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 2 years 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 2 years ago
in Salesforce
0
Future consideration
Ability to Filter, Sort and Export Ideas from the new SFDC Integration
What is the challenge?
With many Ideas, my sales teams needs a way to sort, filter or export the long list of Ideas displayed in the SFDC widget
What is the impact?
Eliminates requirement to click on each Idea to understand when it might h...
Guest
2 months ago
in Salesforce
0
Future consideration
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.
Julie Joyce
almost 2 years ago
in Salesforce
0
Future consideration
Improve the Salesforce Ideas UI - Hidden "Create New" and "Link" buttons
At the default zoom level (100%), the "Create New Idea" and "Link Idea" buttons are hidden in the pop-up window for browsing and creating / voting on Ideas in Salesforce. Without the user knowing they have to scroll down for the buttons to become ...
Max O.
almost 4 years ago
in Salesforce
0
Future consideration
Ability to Sort/Filter from Ideas list on Accounts in Salesforce
What is the challenge?
Currently unable to sort or filter on the list of ideas tied to a customer account in the salesforce widget. The current way ideas appear to be sorted is by name of idea. (at least it is post bulk import)
What is the i...