RELATED IDEAS
Salesforce Integration: Aggregate all ideas submitted by a customer/user onto Salesforce Account
This will allow a customer support or sales rep to see all ideas that have been submitted by a customer to provide the comprehensive view of their activity. This data will allow us to see problem areas and trends for what's important to this customer and how we can address their needs.
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ADMIN RESPONSEJul 22, 2022
Thank you for the idea. This is already possible by linking ideas to the account as described here. If you are experiencing issues with this please let us know by contacting support@aha.io.
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Hi, I was told that this will only show ideas that have been linked to a Salesforce record (account, opportunity, case). We've set up an additional customer-facing portal where users can submit ideas that aren't linked to any of those, so we'd like to consolidate that information on their Salesforce account page.
So the difference is not only seeing ideas submitted in Salesforce by Sales and Support, but from customers themselves.