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Status Shipped
Created by Dale Potter
Created on May 3, 2023

Salesforce: CSV import proxy votes with Salesforce integration links

Scenario:

As a new customer starting with the Salesforce integration, users need an out-of-the-box way to import existing feedback into Aha! that will establish links to Salesforce account/opportunity/case records.

Today this requires a custom integration to be built: KB article

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