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Status Already exists
Categories Account settings
Created by Guest
Created on May 23, 2022

Allow multiple workspace level organization mappings, rather than one per account

Basically, make it so multiple Salesforce account types can be integrated to one Aha account.

We have a single Salesforce account and two primary types of customers with very different account fields that we want to sync into Organizations.

We separate those two customer types in Aha using Workspaces, and ideally could do the same with the Organization sync.

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  • Admin
    Kelly Sebes
    May 27, 2022

    Thank you for reaching out.

    • You can configure your organization custom fields to be hidden if they do not have data. That would allow you to map/sync all of the fields for both types of organizations/accounts. Then on a specific organization's page, you would only see the fields that have data and are relevant for that organization.

    • You might also consider adding an 'account type' field to the layout so that it is easier to filter in reports.

    Would that do what you are looking for?