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Created by Giuseppe Salvato
Created on Feb 21, 2018

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Enable Salesforce opportunity status as a data field, column and filter in Aha views and reports and within the idea card.

As we look at Aha ideas created in Salesforce, the opportunity status field is missing. This piece of information is critical, as the value of the idea changes dramatically based on opportunity status. Think about the different priority for a requirement from an opportunity that is closed-lost as compared to one where the opportunity is still open.

  • ADMIN RESPONSE
    May 27, 2022

    You can now sync Salesforce opportunity data — such as status, probability, and close date — with customer feedback in Aha! Ideas Advanced to better understand the business impact of specific requests. Read more.


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  • Yariv Oren
    Reply
    |     Mar 3, 2019

    Having the data that's pulled in from Salesforce available in Aha! reports is also very important

  • Yariv Oren
    Reply
    |     Mar 3, 2019

    Similarly to the amount field and equally important to having the data field reflected in the Idea object, is to have the field dynamically updated in Aha! when it's changed in Salesforce

2 MERGED

Show the Opportunity Status from SalesForce on the linked Idea in Aha!

Merged
When linking a SF opportunity to an idea in Aha!, I only see the following fields in Aha!: Created By Organization Contacts Description Link Value It would be awesome to also see the current status of the opportunity in SF. For example, if the opp...
Pieter van Aarde about 4 years ago in Salesforce 0 Shipped
5 MERGED

Make Salesforce opportunity sales status/stage visible in ideas

Merged
We need to prioritize ideas based not only on the opportunity amount, but also its maturity as expressed by the opportunity sales status.
Giuseppe Salvato almost 7 years ago in Ideas 0 Shipped