Salesforce Report with Opportunities and Ideas
Currently Salesforce reports for ideas only pull ideas. Our sales team asked for a SF report with Ideas and Opportunities so they are able to report on the value of their ideas. Sales people live in SF so this would help to live there and not just in Aha.
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ADMIN RESPONSEApr 2, 2016
This request is a Salesforce reporting based request. As such, we will mark this as will not implement on the Aha! end. We hope you can understand.
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The Aha Idea record needs to have a field lookup to the Opportunity record it was created against. Then, we would be able to build the reports within salesforce.
Based on Aha's marketing of this feature, I also expected that we could create Reports in SF that tied account value to ideas. Even if it's not an implementation on Aha's end, I'd appreciate any documentation on how to achieve this within Salesforce. Is the capability available? Thank you!
Not sure why the admin above responded like that...Aha! advertises custom SF reports, but they don't mention that you need to create a custom report type to do so. You can do both Accounts or Opportunities with "Aha! Idea Links". Hope that helps!