Skip to Main Content
Status Shipped
Categories Salesforce
Created by Andy Pendergast
Created on May 31, 2016

Salesforce Integration Merged Ideas also should merge Opportunity List

I'd like to request when an idea is merged that its Salesforce Opportunities are merged as well. Presently, the behavior I have observed is that merged ideas still retain their distinct opportunities linked from the Salesforce opportunity. As a user, I'd like to see all relevant opportunities linked to an Idea, whether they were from a merged duplicate or put on the idea I am presently viewing.

  • ADMIN RESPONSE
    May 10, 2023

    When ideas are merged, proxy votes (including opportunities) are now copied from the merged idea to the parent idea. This gives you that holistic view of all the opportunities related to the idea. The merged idea will also still have a proxy vote linking it directly to the opportunity in Salesforce.

  • Attach files
  • Guest
    Reply
    |
    Jun 25, 2019

    This would be great if it merged the accounts as well

  • Guest
    Reply
    |
    Nov 20, 2018

    Make sense. Undo merging should work accordingly.

  • Gergo Navratyil
    Reply
    |
    Nov 30, 2016

    This would save a lot of time for us. Right now we have manually reconnect the Salesforce objects to the master ideas.

  • Guest
    Reply
    |
    May 31, 2016

    Yes please!