Salesforce shows all ideas requested by a customer
When a customer submits an Idea in our Customer facing portal the Idea should be linked automatically into that users account on SalesForce, Today we are able to go into SFDC and manually search for the Idea for that user and link the account to t...
Vered Yosub
about 5 years ago
in Salesforce
8
Future consideration
Bulk action or REST API for linking existing ideas to Salesforce records
We plan to migrate hundreds of requests from another system into Aha idea portal.
We want to maintain the link between those ideas and our Salesforce accounts.
According to Aha support, this needs to be done manually via Salesforce UI, go into ea...
Guest
over 5 years ago
in Salesforce
0
Already exists
Today, the SFDC integration can only link opportunities to ideas. It would be great to also link to features. This could help prioritize features that are still in a parking lot and would reduce the buden of merging ideas created via SFDC with exi...
Fabien Maisl
over 5 years ago
in Salesforce
2
Future consideration
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
over 5 years ago
in Salesforce
1
Already exists
Allow visibility of products in Salesforce to be limited by user profile
For larger sales teams for companies with many products, it is important to limit the number of products that the sales teams are able to see. This assists in them being able to more quickly select the applicable product from the products list, ra...
Guest
over 6 years ago
in Ideas / Salesforce
0
Future consideration
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
about 7 years ago
in Ideas / Salesforce
1
Future consideration
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
Salesforce Integration: Allow customization of terminology
Currently we can rename the title of the Salesforce widget. We can also customize all the text within the Ideas portal in Aha. For us, we want to use this connection but we don't want to call them ideas, but rather e.g. Requirements.
This is possi...
Guest
about 8 years ago
in Salesforce
0
Future consideration
We're using the Salesforce integration for collecting requests from our customers and we'd like to create a report in Aha! that counts the number of new requests per idea for a given time period (e.g. last 2 weeks). There's a field called "Request...
Gergo Navratyil
about 8 years ago
in Salesforce
0
Already exists