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Status Shipped
Categories Ideas
Created by Matt Case
Created on Dec 12, 2015

Salesforce Integration - allow for the inclusion of SFDC Custom Fields to Map to Aha! Ideas

Inclusion of additional fields from SFDC such as Risk and/or Account status would be helpful for the PM's when assessing and prioritizing ideas for based on the opportunities for that idea. However, these fields typically won't exist in Salesforce. The request is that the additional fields would be added at the point of data entry through the Salesforce plugin and then passed along to Aha! and associated with each individual opportunity. 

  • ADMIN RESPONSE
    May 27, 2022

    We recently enhanced the Salesforce integration to sync accounts and fields — like account revenue or status — 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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  • Amy Bither
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    Jan 26, 2022

    Yes, this would be great! We have a custom label in Salesforce for the account's potential, Gold/Silver/Bronze etc and it would be really useful to be able to bring that in to help it add weight to the requests. This would also be valuable on the reporting end of things. We definitely need to show Account ARR, but custom fields would be really useful too.

  • Rich Baldry
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    Sep 21, 2021

    The opportunity value is always in the local currency. This makes the ability to view and report on total opportunity values for ideas pretty much useless for an organization that has sales teams in many different countries. A 200,000 Yen deal in Japan is worth 10 times less than a 20,000 dollar opportunity in the US, but counts for 10 times as much!

    We would also welcome the ability to break down ideas by the market region and vertical.

  • Oskar K
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    Jul 8, 2021

    This is key to using Salesforce together with Aha. Without custom fields, the Salesforce integration is close to unusable for SaaS companies using custom fields such as ARR

  • David Gore
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    Jun 10, 2021

    Being able to map our SF fields to idea in Aha would solve so many issues for us. Much rather have this ability as part of the integration of the installed Package and config instead of API calls. Simple mapping would make it simple.

  • Seth Spiel
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    Dec 17, 2020

    Need to support our custom revenue fields ARR, NARR, Opportunity link, probability of closing, close date and opportunity URL link.

  • Magesh Kamalanathan
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    Aug 27, 2020

    Aha! should have to build a simple mapping fields on existing Salesforce Integration. This would solve big challenges in building custom integration.

  • Neill Allen
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    Aug 20, 2020

    The default Amount field doesn't always have the necessary value. There should be a way to include various other Salesforce fields to gather correct Opportunity value.

  • Manu Shetty
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    Dec 14, 2018

    Requirement at Databricks is to add custom fields or extend the Idea Request table so that we can capture impact and status of the opportunity (in this we are linking through Opportunity) . When we looked at the Aha objects, "Idea Request" table is not listed. Since we cannot add custom fields, we don't have any option to use API to update too and hence this is blocker from implementation standpoint.

  • Manu Shetty
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    Dec 14, 2018

    Our requirement is to add custom fields or extend the Idea Request table so that we can capture impact and status of the opportunity (in this we are linking through Opportunity) . When we looked at the Aha objects, "Idea Request" table is not listed. Since we cannot add custom fields, we don't have any option to use API to update too and hence this is blocker from implementation standpoint.

  • Steve Matthews
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    Jun 27, 2017

    What we would like to do is to allow Salesforce users to edit the value of a custom field, such that this value would be updated back in Aha!

    The workflow we are aiming for is this:
    1. Sales rep creates an idea in Salesforce.
    2. Product Manager reviews idea and promotes it to a feature.
    3. Sales rep is notified that his/her idea is now a planned feature.
    4. Sales rep shares this information with a potential customer, who promises to buy based on the deliverable feature.
    5. Sales rep updates a custom field in original Idea to indicate it has been promised to customer.
    6. Product Manager runs report to identify which features have been promised for upcoming releases (conditional sales).
    In this workflow, the tricky part now is #5, which would be a breeze if we had this feature.
  • Guest
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    Jun 22, 2017

    Would really like to see this feature. Would also be beneficial to be able to link salesforce fields to Aha! custom fields so that in turn JIRA custom fields mapped to Aha! fields can be automatically updated with changes committed by support and sales teams in Salesforce. 

  • Richard Park
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    Aug 31, 2016

    I think this is a critical feature. We need visibility into deal criticality for this Idea per Salesforce opportunity. Right now the only place to put criticality is on the Idea itself, which goes across multiple opportunities.

  • Guest
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    Aug 1, 2016

    Our team has custom fields associated to the Opportunity records which indicate

    • Timing Confidence for closure
    • Probability of Award

    bringing these values into the idea scorecard automatically or at least presenting the details for a scoring session would be fantastic.

  • Guest
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    Apr 27, 2016

    Another use case for this; we do not use the "Orders" object in SF so we are not passing through the value associated to an account into Aha! It would be great if we could define a custom field to be used as Value and pass that through. 

  • Scott Russo
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    Feb 12, 2016

    This would also be valuable for cases

  • Matt Case
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    Dec 14, 2015

    Bryan - you can already add custom fields in Aha! for ideas that can be included as part of the Idea submittal form for ideas that are added through an Idea Portal. But, this approach would only work if your users are submitting their ideas through the Idea Portal and not through the Salesforce integration. 

  • Bryan Barrett
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    Dec 14, 2015

    Perhaps more useful than inclusion of fields would be to allow custom fields in Aha! that can be selected when submitting the idea via Aha! This way you could select between "nice to have" or "deal killer" or perhaps have a risk slider to select the scale of the impact risk the feature has on the account. This is not something we track in Salesforce. 

1 MERGED

Define additional fields to sync from SFDC Account/Opportunity to Aha! Idea vote

Merged
When reviewing Ideas created via the SFDC integration, having the opportunity value is great but with customers in a range of different markets it would be great to be able to report on some additional dimensions. For example, which ideas would ha...
Rich Baldry almost 3 years ago in Salesforce 0 Shipped