When a customer submit an Idea in our Customer facing portal the Idea should be linked automatically into that users account on SalesForce,
Today we are able to go into SFDC and manually search for the Idea for that user and link the account to the Idea, We would like to have that automatically as part of the integration.
We want to have a single source of truth on our account.
We are considering adding this view to the Salesforce integration in the future. In the meantime, many product teams have found it helpful to build an Aha! report that shows all the ideas that are tied a customer. This report can include ideas that were captured through Salesforce or that the customer voted on in a portal. You can add an organization filter to the report so that the viewer can choose any customer. And your Salesforce admin can add a link to this report right in Salesforce. Please reach out to email@example.com if you would like to learn more about building this report.