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
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...
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
over 9 years ago
in Salesforce
3
Will not implement
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
about 4 years ago
in Salesforce
0
Future consideration
I would like to suggest that "comments" created on the Aha!-side of the Aha!-Salesforce integration be transmitted back to Salesforce
Communication between Aha! and Salesforce is essential and by allowing comments made in Aha! to flow into Salesforce, this helps save time and alerts Salesforce-preferred users to be kept current with the latest information entered from Aha!
Guest
almost 7 years ago
in Ideas / Salesforce
1
Future consideration
Currently, the Salesforce / Aha.io integration requires using a permission set. A System Administrator must assign individual users in Salesforce to this permission set, in order for them to use the Aha.io ideas portal. That's a fine approach, but...
Angus Davis
about 9 years ago
in Salesforce
1
Unlikely to implement
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
6 months 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
almost 1 year 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 1 year ago
in Salesforce
0
Future consideration