Salesforce

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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 over 1 year ago in Salesforce 0 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 about 9 years ago in Salesforce 3 Future consideration

2 VOTE

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 over 1 year ago in Salesforce 0 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 about 2 years ago in Salesforce 0 Future consideration

8 VOTE

Associate an idea with a SalesForce Contact

Current Salesforce idea integration is only with Accounts, Cases and Opportunities. Would like to be able to associate with a contact

Guest about 6 years ago in Salesforce 1 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 over 8 years ago in Salesforce 0 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 almost 2 years ago in Salesforce 0 Future consideration

6 VOTE

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 over 7 years ago in Ideas / Salesforce 1 Future consideration

1 VOTE

Filter out Shipped Ideas using the integration to search ideas through Salesforce

Who would benefit? Sales/Field teams What impact would it make? Significant. How should it work? As an admin, I want to filter out ideas with a specific status from the search ideas through SalesForce integration. This will make it easier for the ...

Amelia Peklar over 1 year ago in Salesforce 1 Already exists

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 over 1 year ago in Salesforce 0 Future consideration

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