Allow for a unique identifier to match on in the SF integration
We have multiple accounts with the same name in Salesforce, like Boeing (accounts for each location). In order to select the correct org from a drop down, e.g. to assign an idea to an org, we have appended each account with the client id (so it ap...
Sara Olson
over 2 years ago
in Salesforce
0
Shipped
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 wo...
Daniel Hirschberg
almost 9 years ago
in Salesforce
6
Shipped
I need a report in Aha! that would allow me to filter by “Salesforce account_name”. I can add data from the Salesforce integration (such as account name) as a column but not as a filter.
Matt Vlasach
about 8 years ago
in Salesforce
4
Shipped
Show opportunity name from Salesforce on the idea in Aha!
The Ideas in Aha which have been linked to an Opportunity show this link in a nice little table on the Idea itself. However, the column for the Opportunity name only shows the word "Opportunity", not the actual opportunity name itself. This is ann...
I frequently want to sort incoming ideas based on the value or account owner that was recorded in Salesforce. The Salesforce integration lets me make an idea list and display those pieces of data in their own columns, but there is not a way to fil...
Receiving notifications when a new salesforce package is available
We enabled the Aha-SF integration and it will be really good to get a notification once a new package is available. Today, we can learn about it accidently only if we look at the log and seeing there error "we could not import new records from SF....
Ronit Binshtok
about 2 years ago
in Salesforce
0
Shipped
Choose the MRR value at the account level when creating ideas from salesforce.com
Can we map the value field to an existing account field for cases? Value is automatically pulling from the opportunity and we actually have MRR at the account level and it would be great if we could map that for cases.
Melissa Hopkins
over 9 years ago
in Salesforce
0
Shipped
Idea portal: add an option to see Salesforce items linked to ideas
We are a B2B company and we want to start using a private idea portal with Salesforce integration:
Employees will create ideas on behalf of our customers, via Salesforce.
Product managers will have access to Aha, while other employees will only ha...
Multiple Production SFDC connections from single Aha! instance
Currently we have several different instances of SFDC across the global selling segments and would like to standardize a way to enter RFE’s into the system. Our position is that it must start with SFDC given the connection to revenue opportunity t...
Salesforce Integration - Need hierarchical dropdown section from within the AHA UI to make it more feasible to select the correct product for which an idea is requested.
The issue with the Salesforce integration is that you can only map to one ideal portal. That would require us to only have a single idea portal for all products across all Divisions. So when the Sales rep tries to submit an idea or browse existing...
Christian Stark
almost 7 years ago
in Ideas / Salesforce
0
Shipped