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
9 months ago
in Salesforce
0
Future consideration
In the popup window for selecting an idea to link: * Would be nice to be able to sort by name * Would be nice to have partial search, not only full word search * Would be nice to filter out ideas which have already been added. This can create dupl...
Guest
about 8 years ago
in Salesforce
2
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
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 move customers from opportunity into lead generally before we can capture their ideas. They are then leads for their lifetime with our business. With the current Aha! Salesforce integration, we can't capture their ideas through Salesforce.
Melih Onvural
over 8 years ago
in Salesforce
3
Future consideration
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
Improve salesforce integration error messages to assist remediation by adding the name of the organization to update errors
Who would benefit? All aha admins integrating with salesforce What impact would it make? remove reliance on interaction with SFDC admin for information gathering How should it work? Currently, error messages show up in the log like " Error 13 Feb ...
Guest
10 months ago
in Salesforce
0
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
about 8 years ago
in Salesforce
0
Future consideration
In Salesforce plugin allow clicking on existing ideas to show more context
Who would benefit? Our CSMs and account managers need to understand if a customer's suggestion is already covered by an existing idea What impact would it make? In the Salesforce plugin when searching for ideas there is a two-line summary of each ...
Skye Legon
11 months ago
in Salesforce
0
Future consideration