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Status Future consideration
Categories Salesforce
Created by Ronit Binshtok
Created on Oct 23, 2022

Ability to customize Aha panel in Salesforce

Today, we can customize almost everything in the portal we use in Aha-Salesforce integration, excluding the panel itself that is shown in Salesforce. I would like to be able to:

  1. custom the wording of the fields there - e.g. if in the portal I rename the "idea" to be called differently, I would like that also in Aha panel in SF I will see that name - currently this cannot be customized so it is a mix of both names

  2. custom which fields I show in that panel - today we have "create new idea" and "link idea", and per our work process needs, I'd like to hidden "link idea" to prevent mistakes occurring by salespeople while opening an idea under the opportunity

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