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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

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 over 4 years ago in Ideas portal / Salesforce 1 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 over 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 over 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 about 7 years ago in Ideas / Salesforce 1 Future consideration

Salesforce integration without permission set

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

Process for handling account merges in SFDC

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 7 months ago in Salesforce 0 Future consideration

Sync Idea categories to Salesforce

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 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

Add 'Status' Column to the Aha Idea Links Related List on Object Records

I want to be able to show the status of the idea from the Account page layout on the related list, but the Status field is not an available column.
Eliza Crawford almost 6 years ago in Salesforce 2 Future consideration