RELATED IDEAS
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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Agree with this, to ensure visibility across our global CSM team, our PMs would need to login to SF and create / link ideas there in addition to our ideas portal. This would be a great benefit in reducing the PM admin tasks and ensuring CSMs can have effective discussions with our customers.
Without this functionality, I am unable to drive adoption of Aha within my company as the majority of my internal users are Sales and Success employees that use SFDC as their source of truth. Adding this feature would take Aha Ideas from "handy tool some teams use sometimes" to "core component of our sales motion"
This is also valid idea for us. As we need to keep all information about feature requests in Salesforce.
Currently we are using AHA portal for our customers to add ideas, after that we are linking in AHA organization (our customer), but it's not displayed in Salesforce.
So then we need to go to Salesforce and to add it from there, which is too much manual work.
Would be great to have this process automated.