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Status Shipped
Categories Discovery Salesforce
Created by Daniel Lynch
Created on Nov 30, 2021

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.

  • ADMIN RESPONSE
    Jun 11, 2025

    Aha! now supports the ability to sync contacts from Salesforce. You can bring contacts (along with key fields like title and organization) into both Aha! Ideas and Aha! Discovery if you are using the Advanced plan for either product.

    • Learn how to sync contacts with Aha! Ideas Advanced here

    • Learn more about the Salesforce integration with Aha! Discovery Advanced here

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Integrate Contacts with Salesforce

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Guest over 3 years ago in Salesforce 0 Shipped