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

RELATED IDEAS

Salesforce shows ideas coming from a customer-facing portal

When a customer submits 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.

  • ADMIN RESPONSE
    Dec 20, 2023

    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 support@aha.io if you would like to learn more about building this report.

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  • Guest
    Reply
    |     Feb 19, 2024

    Plus one from me please, I want to spend as little time in Salesforce and as much in Aha! as possible.

  • Guest
    Reply
    |     Dec 20, 2023

    Thank you for adding comment for workaround. We were using this for some time while waiting for this feature to be implemented or considered.
    Unfortunately not all Salesforce users have access to AHA portal in our organization, that's why it take additional time and communication between departments to receive needed information.

  • Kellen Hawley
    Reply
    |     Nov 8, 2023

    Please implement this! We're in the process of switching from UserVoice to Aha and one of the huge selling points was our customer-facing teams being able to pull Salesforce reports detailing which Aha Ideas are associated to each Account. But we didn't realize that it only works if an internal employee manually links the Idea to a Salesforce Account via the Aha plugin for SF—if one of our customers adds an Idea to the portal, it doesn't automatically add it to their Salesforce Account (even though they are linked to their Organization in Aha, which is linked to their Salesforce Account).

  • Kevin Nijdam-Jones
    Reply
    |     Oct 17, 2023

    My organization would love for a shared view between CSRs working in Zendesk and Account Managers working in Salesforce. If Ideas created by CSRs in Zendesk were linked automatically to the account in Salesforce, then it would give Account Managers easy visibility into open enhancement requests submit via the support channel.

  • Guest
    Reply
    |     Apr 11, 2023

    My organization is looking for this too. We have our customers use the portal which integrates with SF for SSO and brings over the account/organizations. Separately, we wanted our CSM and sales teams to be able to see the ideas linked to these accounts within SF. With the integration in it's current form we can have CSM's enter ideas on behalf of a customer, but since they can't see all of that account's existing ideas they can't speak to their ideas without involvement of the PM team to extract this data out of Aha! for them.

  • David Bowen
    Reply
    |     Jan 31, 2023

    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.

  • Guest
    Reply
    |     Aug 2, 2022

    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"

  • Aleksandra Boiko
    Reply
    |     Nov 29, 2021

    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.

  • +4