Skip to Main Content

Share your product feedback

Customize idea fields shown in Salesforce

 Currently, users of the Salesforce <> Aha! integration can create / link 'Aha! Ideas' to 'Salesforce Opportunities'.  Further those 'Aha! ideas' can be promoted to / linked with 'Aha! Features'.

 As a user of the Salesforce <> Aha! integration, when an Idea is promoted / linked to an Feature, I want the 'Name', 'Status', and 'Date' of the Release associated with the linked Feature, to appear in Salesforce, so that I can better report to customers when it will be available. 

 Acceptance Criteria:

  • Data is fetched when Ideas are linked / promoted to features.
  • Release Name, Release Status, and External Release Dates are imported with the Idea information in Salesforce.
  • Release data is added to existing reports in Salesforce where Idea information is currently displayed, when available.
  • Attach files
      Drop here to upload
    • I R
      Reply
      |
      Apr 29, 2022

      +1 would really like more native integration functionality between Aha! Roadmaps and Salesforce. Essential for our support operations to be able to keep abreast of issue progress related to cases they are managing.

    13 MERGED

    Show who is assigned to an idea in salesforce integration

    When viewing ideas in Salesforce using the integration, we'd like to reflect the current value of "Assigned-to" in our SFDC reports - in the same way the idea status is currently reflected. This would be hugely beneficial as we need to reflect who...
    Melissa Hopkins over 9 years ago in Salesforce 1 Future consideration
    14 MERGED

    salesforce reports

    As a member of a sales or support team, it would be useful to report on Aha! ideas in salesforce: Who's created what? What the status of items is? etc. Currently, this is not possible as the object used to link the idea to salesforce isn't populat...
    warren lester over 8 years ago in Salesforce 1 Future consideration
    18 MERGED

    Salesforce Integration: Customize columns in Salesforce VisualForce page

    Inside the Salesforce widget, the chosen columns, column order, and size are all fixed. I would like to affect this: Add a new column. Remove a column Resize a column Reorder a column Sort by a column.
    Guest over 8 years ago in Salesforce 3 Future consideration