Release Notes through 2015-03-25 [Salesforce.com integration]

We just integrated Aha! with Salesforce -- so you can bring the entire team together.

Product managers make the best decisions when they are able to prioritize the roadmap based on what features will have the biggest impact. This two-way integration makes Sales and Product Management alignment easier because it empowers companies to invest in ideas that matter most. By linking sales opportunities directly to ideas in Aha!, the product team will have a record of each idea's dollar value to the organization.

This new integration is offered for free for all Aha! customers and you can have unlimited Sales and Support Salesforce users submit ideas at no additional cost.

Benefits of integrating Aha! and Salesforce include:

  • Native Salesforce integration for idea submission keeps Sales and Support in their tool of choice
  • Avoid duplicate requests -- when creating an idea, existing ideas are automatically searched. Link to an existing idea or create a new one. 
  • Salesforce opportunity value is automatically added to the idea in Aha! 
  • If multiple customers request the same feature, each opportunity is a line item that's summed in Aha!
  • As statuses change for ideas in Aha! Salesforce will automatically be updated.
  • Salesforce triggers can be created to automatically notify Sales and Support team members.
  • Custom reports can be created in Salesforce since this is a native integration.

Configure the integration

We've provided detailed instructions in the Aha! support documentation. Because this is an account level integration you will need to be an Admin in Aha! to:

  • Install the Salesforce package
  • Setup the Salesforce integration in Aha!
  • Create an idea portal connected to Salesforce
  • Add custom settings in Salesforce
  • Create new workflow rules

Create ideas from Salesforce

This new integration is offered for free for all Aha! customers and you can have unlimited Sales and Support Salesforce users submit ideas at no additional cost. 

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