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Link to Salesforce record through Aha

I understand it’s possible to link a Salesforce case, account, or opportunity to an Aha! Idea. It would be much more convenient to go the other way around so that you can link an Aha! Idea to Salesforce through Aha. That would prevent us from having to log into Salesforce to create links when we already know the case number through support emails. 

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    • Daniella
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      Jul 11, 2024

      We have the same use case as listed on this idea. We also use Zendesk to submit a lot of our ideas, so it would be great if we could link to the Salesforce record an idea submitted through a Zendesk ticket.

      Also, we want to allow our internal users to submit a proxy vote wherever is most convenient for them, not just from within Salesforce. This feature would allow us to then link an Aha Idea submitted via a portal or submitted directly into Aha Ideas to the Salesforce record.

    1 MERGED

    Ability to link directly Salesforce opportunities from Aha idea

    Currently via the Aha integration with Salesforce, you have to go into Salesforce to an opportunity and then link to the idea. It would be nice to be able to do the reverse and go to the details page of the idea and start linking it to opportuniti...
    Guest about 7 years ago in Integrations 0 Future consideration