Salesforce Integration - Need hierarchical dropdown section from within the AHA UI to make it more feasible to select the correct product for which an idea is requested.

The issue with the Salesforce integration is that you can only map to one ideal portal. That would require us to only have a single idea portal for all products across all Divisions. So when the Sales rep tries to submit an idea or browse existing ones they have to go through the list of all products (which could be more than 100 across all divisions) before they actual can submit an idea related to the opportunity they are working on.
There is no ability to filter the list by product line or division within the AHA UI. I could not find a programmatic way to filter the list based on the division or Line of Business the opportunity relates to.
Furthermore the AHA control within Salesforce simply launches you to a new browser tab showing the idea portal. Only when you click “Request an idea” it will open the AHA UI in a floating window and insert the opportunity ID, Opportunity Name and Booking Amount from Salesforce into the AHA Idea record. But you still have the issue of having to pick the right product from the huge list of all our products.

  • Christian Stark
  • Jan 8 2018
  • Future consideration
Release time frame
  • Jan 15, 2018

    Admin Response

    Thank you for your idea. We do not currently have plans on our roadmap to make these updates to the Salesforce integration but we will continue to monitor customer feedback here.

    In the meantime, one suggestion would be to create a single product for idea intake and then move the ideas to the appropriate product once in Aha! This would create an additional step during review but would streamline the process on the Salesforce side. This article outlines this approach in more detail.

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