Show opportunity name from Salesforce on the idea in Aha!
The Ideas in Aha which have been linked to an Opportunity show this link in a nice little table on the Idea itself. However, the column for the Opportunity name only shows the word "Opportunity", not the actual opportunity name itself. This is annoying, but actually becomes critical when we have multiple opportunities per Account. Then there is no way to see the difference. And even more critical is when we try to create overviews or reports, there is no way to distinguish this in the reports, they show up as duplicates, which means the pivot tables might potentially hide important information. The only way to know is to dig in and open them in Salesforce, which kind of defeats the purpose.
May 27, 2022
You can now sync Salesforce opportunity data — such as opportunity name, stage, probability, and close date — with customer feedback in Aha! Ideas Advanced to better understand the business impact of specific requests. Read more.