Status Future consideration
Categories Salesforce
Created by Vered Yosub
Created on Nov 11, 2019

Ideas coming from an Aha customer portal to be linked to the account in SFDC automatically

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.

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