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My ideas: Salesforce

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Support the Salesforce Lightning interface

Currently the Aha! to Salesforce integration must be installed using the classic interface. After that, it can be used via the Lightning interface. As a Salesforce admin, it would be nice to be able to install the app via the Lightning interface a...
Scott Goldblatt over 7 years ago in Salesforce 15 Shipped

Update Salesforce.com (SFDC) opportunity value automatically from SFDC to Aha! Idea

If we create a feature request based on a SFDC Opportunity, the information presented in Aha (such as dollar value) does not seem to update if that opportunity changes in SFDC. Makes it difficult to determine the actual value of opportunities from...
Suzanne Vaughan about 9 years ago in Salesforce 8 Shipped

Map feature "Value" field in Salesforce integration to a custom field instead of the opportunity value

We need a tool that helps us quantify the potential value/ROI of a feature (to the extent that this is possible...). The SF/Aha! Integration ties to the standard opportunity amount field in SF, but that field is not the metric that we care about i...
Elina Hu about 8 years ago in Salesforce 6 Shipped

Salesforce Integration Merged Ideas also should merge Opportunity List

I'd like to request when an idea is merged that its Salesforce Opportunities are merged as well. Presently, the behavior I have observed is that merged ideas still retain their distinct opportunities linked from the Salesforce opportunity. As a us...
Andy Pendergast about 8 years ago in Salesforce 4 Shipped

Salesforce integration: roll up Ideas from Opportunities to Accounts

Our Customer Success team would like to quickly find all the Ideas associated with a Customer, but we really like to map Ideas to Opportunities, so we can keep the granularity of what they needed the feature for; and what was the outcome. So it w...
Daniel Hirschberg over 8 years ago in Salesforce 6 Shipped

Filter ideas by customer from Salesforce

I need a report in Aha! that would allow me to filter by “Salesforce account_name”. I can add data from the Salesforce integration (such as account name) as a column but not as a filter.
Matt Vlasach over 7 years ago in Salesforce 4 Shipped

Support a proxy vote custom layout in the Salesforce integration

When internal teams capture proxy votes for customers, we need for them to fill in some required fields. This is supported in ideas portals today, but the Salesforce integration does not display a proxy vote form. The Salesforce integration is the...
Kelly Sebes about 3 years ago in Salesforce 5 Shipped

Show opportunity name from Salesforce on the idea in Aha!

The Ideas in Aha which have been linked to an Opportunity show this link in a nice little table on the Idea itself. However, the column for the Opportunity name only shows the word "Opportunity", not the actual opportunity name itself. This is ann...
Guest over 7 years ago in Salesforce 2 Shipped

Link Salesforce Account Value

It would be useful to have the account value linked to an idea that's generated from the account page, similar to how it's currently done for opportunities.
Guest about 3 years ago in Salesforce 3 Shipped

Associate the Salesforce Account ID with Aha! ideas portal users via SSO

Some of my customers work for large organizations that we have broken down into many accounts in Salesforce. The customers who access the idea portal are associated directly with the Salesforce account and that account might have the same email do...
Erin Ward over 1 year ago in Salesforce 3 Shipped