Salesforce integration features

Aha! Ideas

Sales and support teams know your customers deeply. The Salesforce integration brings their insights into your ideas portal, where they can provide context on your customers' top priorities. Idea development status flows from Aha! Ideas into Salesforce, and analytics like customer organizations, revenue opportunity, and qualitative comments flow back. We will walk through the integration's key features in this article.

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Proxy votes

Make it easy for customer-facing teams to share requests. Sales and support teams can vote for an idea on a customer's behalf using proxy votes and include details to help you prioritize it. They can also link ideas directly to opportunities and track their status in real time — keeping customer needs at the forefront of every interaction.Add proxy votes in an ideas portalClick here to read more about proxy votes.

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Organizations

Bring Salesforce account data into Aha! Ideas with one import. Organizations contextualize customer ideas based on the requester's industry, location, and size. Updates in Salesforce automatically reflect in Aha! Ideas, ensuring you always have access to the most current information.Organization drawer view in front of a pivot tableClick here to read more about organizations.

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Segments

Analyze customer organizations in aggregate. Segment customers by account size, industry, or revenue, and use pre-built visualizations to understand the ideas that are most important to them. Use these insights to build segment personas, prioritize your roadmap, and check in on your most impactful areas for growth.

Click here to read more about segments.

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Opportunity impact report

The shortlist of what to build next. The Salesforce opportunity impact report shows you how much opportunity revenue is tied to ideas in each stage and which opportunities have the highest potential value. This provides you with the insights you need to prioritize ideas that will have the most impact on your customers — and bring the greatest revenue for your organization. Dig into each section and find even more detailed reports.Salesforce opportunity impact reportClick here to read more about the Salesforce opportunity report.

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Automatic status updates

No one out of the loop. As ideas in your portal move through the development workflow, Salesforce reflects their status — planned, in progress, or shipped — right in the opportunity or support case.

Click here to read more about idea status notifications.

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Ready to try the Salesforce integration for yourself? Follow these instructions to get started — and enjoy!

If you get stuck, please reach out to our Customer Success team. Our team is made up entirely of product experts and responds fast.