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Status Shipped
Categories Salesforce
Created by Suzanne Vaughan
Created on Jun 30, 2015

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?
  • ADMIN RESPONSE
    May 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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  • Guest
    Reply
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    Apr 11, 2022

    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?

  • Eden Owen
    Reply
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    Mar 17, 2021

    Is there a work around for this? Would linking and unlinking work?

  • Yariv Oren
    Reply
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    Feb 28, 2019

    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.

  • Lisa Stidham
    Reply
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    Oct 2, 2018

    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.  

  • Guest
    Reply
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    Jun 29, 2018

    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

  • Julien Lescure
    Reply
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    Jan 18, 2018

    This may actually be a must have for us to go ahead.

  • Guest
    Reply
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    Mar 25, 2017

    It's a real problem to associate ideas with SFDC opportunities if the value and status (%, closed, lost) are not also automatically updated.

  • Guest
    Reply
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    Aug 1, 2016

     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.

  • +1
1 MERGED

Salesforce Integration - Value Field - Update if Amount of opportunity changes after creation

Merged
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...
Guest over 2 years ago in Salesforce 0 Shipped
19 MERGED

Automate updates between Salesforce Opportunity and linked Ideas

Merged
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...
cheryl fetchko about 6 years ago in Ideas 1 Shipped
10 MERGED

Salesforce Opportunity Cost Refresh

Merged
It would be nice if the dollar value established with a contract would not be a one time push to Aha!. If the dollar value changes because of contract negotiations or simply a human error occurred on the setting of the dollar value.
Josh Nolan over 4 years ago in Salesforce 0 Shipped