Salesforce

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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

20 VOTE

Improvements for selecting ideas in Salesforce

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

3 VOTE

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

8 VOTE

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

16 VOTE

Integration into Salesforce leads

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

2 VOTE

See Promoted Ideas when Searching for an Idea Through Salesforce

As a user, when I am searching for an idea through the Salesforce integration, I would like to see if the idea was promoted before selecting it.

Amelia Peklar over 1 year ago in Salesforce 0 Future consideration

6 VOTE

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

10 VOTE

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

1 VOTE

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

1 VOTE

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

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