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Status Shipped
Categories Salesforce
Created by Kelly Sebes
Created on Jun 2, 2021

Support a proxy vote custom layout in the Salesforce integration

When internal teams capture proxy votes for customers, we need for them to fill in some required fields. This is supported in ideas portals today, but the Salesforce integration does not display a proxy vote form. The Salesforce integration is the ideal place for us to capture this feedback, so please update the salesforce integration to support proxy vote custom fields and layouts.

    Apr 18, 2024

    Capture more product feedback in Salesforce

    Enable new proxy vote forms in Salesforce to collect additional information about customer requests — such as priority level and revenue impact — so you can better understand the value of ideas. Read more. To get started, upgrade to the latest version of the Salesforce application. Then customize the proxy vote form in your ideas portal and enable it in your Aha! integration.

    Available with Aha! Ideas Advanced

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  • Todd Farmer
    Dec 19, 2023

    I'll echo other comments here and note that the current model requires field staff to punch out to the feature portal to add meaningful metadata (like registering vote priority or adding a vote description). This really undermines the value proposition of Salesforce integration.

    2 replies
  • Karly S
    Feb 16, 2022

    This is also a massive gap for our use case. The majority of our requests are not net new, rather, they are votes on existing requests. To be able to capture additional use cases without sendig people to our feature portal to add a comment after they have added the customer in salesforce would increase the valuable information our product managers need without adding an extra step for users.

  • Jonathan Heron
    Nov 29, 2021

    This is a massive gap for our use case. We have a large number of salespeople who we want to be regularly capturing feedback from prospects. If they aren't capturing information like why this matters to the prospect and how important it is (custom fields on our proxy vote form), the proxy vote data is only one step above junk.

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