Map feature "Value" field in Salesforce integration to a custom field instead of the opportunity value

We need a tool that helps us quantify the potential value/ROI of a feature (to the extent that this is possible...). The SF/Aha! Integration ties to the standard opportunity amount field in SF, but that field is not the metric that we care about in terms of potential ROI. We have a custom dollar amount field related to recurring revenue that we would like to tie this number into.

  • Elina Hu
  • Jun 2 2016
  • Future consideration
Release time frame
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  • Rob Parrish commented
    February 05, 2017 23:30

    We also use a custom field for revenue at the account level in Salesforce we'd like to use for this purpose. This would be an incredibly helpful addition. Right now we're using excel to join Aha ideas exported to a CSV and with a CSV from salesforce with the account level revenue information to accomplish this today.

  • Daniel Hirschberg commented
    25 Jan 20:06

    If we could create custom mappings between fields in Aha! and fields in Salesoforce, like the Jira integration, it would solve this use case for good!

     

    I would like to be able to see Account values on a different field, so it wouldn't muddle the  features that are critical for Opportunities, and show the ones that are important for customers even if the Account is not at risk.

     

    And, of course, we have some custom fields in SFDC that carry value and other metrics, so the flexibility to pick fields would go a long way.