Salesforce
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VOTE
Salesforce integration with Aha! Knowledge Bases
What is the challenge? If a KB visitor reviews the documentation and is not able to find the answers they need, we want to provide them two options for getting further help: Submit a Salesforce case directly from the Knowledge Base Open up a chat ...
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Future consideration
3
VOTE
Process for handling account merges in SFDC
What is the challenge? In Salesforce if I merge an account into another account any ideas that were linked on the source account are transferred over to the target account. On the Aha! side, the link in the proxy vote to the account still points b...
0
Future consideration
2
VOTE
1
VOTE
Improve salesforce integration error messages to assist remediation by adding the name of the organization to update errors
Who would benefit? All aha admins integrating with salesforce What impact would it make? remove reliance on interaction with SFDC admin for information gathering How should it work? Currently, error messages show up in the log like " Error 13 Feb ...
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Future consideration
1
VOTE
In Salesforce plugin allow clicking on existing ideas to show more context
Who would benefit? Our CSMs and account managers need to understand if a customer's suggestion is already covered by an existing idea What impact would it make? In the Salesforce plugin when searching for ideas there is a two-line summary of each ...
0
Future consideration
3
VOTE
Sync Idea categories to Salesforce
Who would benefit? Customer-facing teams (e.g. account managers) What impact would it make? It would allow team members primarily using Salesforce to pull reports on areas of the product that are important to the accounts/customers they manage. Ho...
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Future consideration
2
VOTE
1
VOTE
Differentiate the import of Salesforce Accounts
We have 000's of Organizations in our Aha instance and recently configured an integration with Salesforce and mapped multiple custom fields. On 'Integration updates', it would be helpful to know what would be an update to an existing Organization ...
2
Future consideration
3
VOTE
Allow multiple Aha! accounts to integrate with the same Salesforce instance
In my organization we have separate Aha! accounts for each business unit. We use one Salesforce instance across our organization. I would like to be able to integrate our multiple Aha! accounts with our Salesforce instance.
0
Future consideration
1
VOTE
Ability to customize Aha panel in Salesforce
Today, we can customize almost everything in the portal we use in Aha-Salesforce integration, excluding the panel itself that is shown in Salesforce. I would like to be able to: custom the wording of the fields there - e.g. if in the portal I rena...
0
Future consideration
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