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Status Future consideration
Categories Salesforce
Created by Erick Crowell
Created on Oct 19, 2016

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
  • I R
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    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

Merged
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 about 9 years ago in Salesforce 1 Future consideration
14 MERGED

salesforce reports

Merged
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 almost 8 years ago in Salesforce 1 Future consideration
18 MERGED

Salesforce Integration: Customize columns in Salesforce VisualForce page

Merged
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 about 8 years ago in Salesforce 3 Future consideration