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Status Shipped
Categories Salesforce
Created by Guest
Created on Nov 29, 2016

RELATED IDEAS

Allow filtering ideas based on Salesforce values

I frequently want to sort incoming ideas based on the value or account owner that was recorded in Salesforce. The Salesforce integration lets me make an idea list and display those pieces of data in their own columns, but there is not a way to filter based on the contents of those columns.

  • ADMIN RESPONSE
    Sep 14, 2020

    You can now filter on the Salesforce accounts in your ideas. The opportunity value can also be included in the report and used for sorting and calculated columns.

    Within Aha!, all votes from Salesforce are treated as 'proxy votes'. We call the Salesforce accounts 'organizations' and the opportunity value is the 'vote value'.

    • You can learn more about building the reports here.

    • You can also open an idea in Aha! and click the blue link 'View in list report' at the top right of the proxy voting table. Then customize the filters from there.

    Please let us know how that works for you.

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  • Michael Marfise
    Reply
    |     Sep 11, 2020

    this seems so straight forward, and outstanding since 2016, REALLY??? just grab the value and add as a filter please

2 MERGED

Ability to FILTER ideas by "Vote Value"

Merged
I am surprised to see that we can not filter reports based on "Vote Value". We can add a "Vote Value" column, but it is one of the very few items that can not be filtered on. It would be nice to be able to filter on ideas with a value > than X,...
Guest over 6 years ago in  1 Shipped