Today, we can customize almost everything in the portal we use in Aha-Salesforce integration, excluding the panel itself that is shown in Salesforce. I would like to be able to: custom the wording of the fields there - e.g. if in the portal I rena...
Ronit Binshtok
about 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.
over 2 years ago
in Salesforce
0
Future consideration
Improve the Salesforce Ideas UI - Selecting a product
The current UI for selecting a product when raising a new idea in Salesforce doesn't look great and isn't particularly inviting for new users to interact with. Perhaps something more central with our portal logo above. Even better - make this some...
Max O.
over 2 years ago
in Salesforce
0
Future consideration
The names of the people we do business with is very important. The Salesforce integration should sync the contact names of our clients in Salesforce with the Ideas portal to enure consistancy and data consistancy.
Daniel Lynch
about 3 years ago
in Salesforce
0
Future consideration
Salesforce Integration - Value field - Needs to pull in currency from SFDC to Aha
Currently the Amount field in SFDC on an opportunity transfers over to Aha when an idea is created from the opportunity. However, no currency goes with it. We are an international company and so we use multi-currency. The value field in AHA isnt p...
Guest
over 3 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
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...
Integrate reports from Salesforce for display within a dashboard in Aha!
Reports from salesforce (like module penetration, sales pipeline by product, etc.) are key information for our Product Managers. Being able to see these reports within Aha! would minimise the number of platforms they need to use to do their work e...
James D
over 4 years ago
in Salesforce
1
Future consideration
Do not Require first filtering by Product in the "Request an Idea" Salesforce Visualforce Page
Having to first filter by Product (and not having an "all Products" option when searching for an existing Idea in the Request an Idea visualforce page) means that a user may miss an existing idea because they are not in the right Product. We shoul...
Guest
about 5 years ago
in Salesforce
0
Future consideration