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Salesforce integration: roll up Ideas from Opportunities to Accounts

Our Customer Success team would like to quickly find all the Ideas associated with a Customer, but we really like to map Ideas to Opportunities, so we can keep the granularity of what they needed the feature for; and what was the outcome. So it w...
Daniel Hirschberg over 7 years ago in Salesforce 6 Unlikely to implement

Allow users to modify the AHA visualforce pages in Salesforce integration

The AHA window size in the visualforce pages is so small and users have to scroll to view the entire list of ideas related to an Account/Case/Opportunity. It would be great if we can customize the AHA layout in Salesforce(adjust the height of the ...
Guest about 4 years ago in Salesforce 1 Future consideration

Sync contact names in Salesforce integration

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 over 1 year ago in Salesforce 0 Future consideration

Improvements for linking 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 over 6 years ago in Salesforce 1 Future consideration

Salesforce Integration: Customize columns in Salesforce VisualForce page

Inside the Salesforce widget, the chosen columns, column order, and size are all fixed. I would like to affect this: Add a new column. Remove a column Resize a column Reorder a column Sort by a column.
Guest over 6 years ago in Salesforce 2 Future consideration

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 7 years ago in Salesforce 3 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 almost 3 years ago in Ideas portal / Salesforce 1 Future consideration

salesforce reports

As a member of a sales or support team, it would be useful to report on Aha! ideas in salesforce: Who's created what? What the status of items is? etc. Currently, this is not possible as the object used to link the idea to salesforce isn't populat...
warren lester over 6 years ago in Salesforce 1 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. about 1 year ago in Salesforce 0 Future consideration

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 almost 3 years ago in Salesforce 0 Future consideration