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Status Shipped
Categories Ideas Salesforce
Created by Christian Stark
Created on Jan 8, 2018

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.

  • ADMIN RESPONSE
    Oct 10, 2024

    You can now organize the workspace list by line. In your ideas portal settings, select the lines you want to show and they will appear in the Salesforce workspace selector as well.

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