RELATED IDEAS
Update Salesforce.com (SFDC) opportunity value automatically from SFDC to Aha! Idea
If we create a feature request based on a SFDC Opportunity, the information presented in Aha (such as dollar value) does not seem to update if that opportunity changes in SFDC.
Makes it difficult to determine the actual value of opportunities from within Aha. Can we make this dynamic?
Makes it difficult to determine the actual value of opportunities from within Aha. Can we make this dynamic?
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ADMIN RESPONSEMay 26, 2022
We recently enhanced the Salesforce integration to sync accounts and fields (like account revenue) to Aha! organizations. And now you can sync Salesforce opportunity data — such as value, stage, probability, and close date — with feedback in Aha! Ideas. Read more.
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MERGED
Salesforce Integration - Value Field - Update if Amount of opportunity changes after creation
Currently the Amount of the opportunity from Salesforce at the time of the idea creation comes into Aha. If the amount of that opportunity in SFDC is later updated, that change is not reflected in Aha so the Value is incorrect that our Product Mgm...
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Shipped
19
MERGED
Automate updates between Salesforce Opportunity and linked Ideas
It would be great to have an automated process to update information in Aha Ideas that were created from Salesforce Opportunities. Specifically the Revenue amount, but there may be additional fields that would warrant a review to see if they shoul...
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Shipped
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I see the new admin response from today about the new Salesforce Integration to sync accounts; however, that looks like it is all account data that it is syncing and not opportunity, which is what this Idea was about. Will this one be addressed in future releases?
Is there a work around for this? Would linking and unlinking work?
Not having the opportunity value / amount updated automatically means that when looking at Aha! you're looking at incorrect data that might affect your decisions. You could go into SFDC and manually aggregate the actual values of all opportunities but it would have been great if this were done automatically.
Yes please! Having the SFDC Opportunity be dynamic would be ideal. We change our Opportunity ARR values constantly and they can swing by large amounts.
Dear AHA team ... is SFDC part of the "Integrations 2.0" planning ?
https://support.aha.io/hc/en-us/articles/115005653143
Oh, and please add SFDC under FILTER BY CATEGORY > Integrations .. thank you <3
This may actually be a must have for us to go ahead.
It's a real problem to associate ideas with SFDC opportunities if the value and status (%, closed, lost) are not also automatically updated.
This would be tremendous to show dynamically or at the minimum the time the value was pulled from SalesForce directly on the feature request detail, not buried in the votes pop-up detail table.