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Salesforce integration with Aha! Knowledge Bases

What is the challenge? If a KB visitor reviews the documentation and is not able to find the answers they need, we want to provide them two options for getting further help: Submit a Salesforce case directly from the Knowledge Base Open up a chat ...
Dale Potter 16 days ago in Knowledge base / Salesforce 0 Future consideration

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

Customize idea fields shown in Salesforce

Currently, users of the Salesforce <> Aha! integration can create / link 'Aha! Ideas' to 'Salesforce Opportunities'. Further those 'Aha! ideas' can be promoted to / linked with 'Aha! Features'. As a user of the Salesforce <> Aha! inte...
Erick Crowell about 8 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 about 3 years ago in Salesforce 0 Future consideration

Process for handling account merges in SFDC

What is the challenge? In Salesforce if I merge an account into another account any ideas that were linked on the source account are transferred over to the target account. On the Aha! side, the link in the proxy vote to the account still points b...
Justin Waldorf 7 months ago in Salesforce 0 Future consideration

Add Salesforce integration to Salesforce custom objects.

We use custom objects in our Salesforce org to track things like feature requests, bugs and other system support related issues. Allowing us to integrate Aha to a custom object would allow us to use the Aha integration with our existing org struct...
Guest over 9 years ago in Salesforce 3 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

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

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 about 1 year ago in Salesforce 0 Future consideration

Link Salesforce opportunities to Features

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