Customer feedback helps you make excellent strategic decisions — and sales and support teams often have unique access to your customers. Rather than depending on your customers to submit and vote on ideas in your ideas portals, you can leverage internal teams to add feedback on behalf of customers.
The Salesforce integration makes this process less disruptive for your internal teams. Information those teams add to their Salesforce account become organizations, contacts, and proxy votes in your Aha! account — so you can gather all pertinent feedback in one place.
Note: This article assumes that you have a working Salesforce integration in your Aha! workspace. The integration is free for Aha! customers and you can extend it to unlimited Salesforce users. The Salesforce integration works with any implementation of Salesforce CRM or Service Cloud that has REST API enabled.
Click any of the following links to skip ahead:
- Use Salesforce to create and link to Aha! ideas
- Use Salesforce to add proxy votes for an idea
- View total value of Salesforce opportunities in Aha!
- Automatic updates
Use Salesforce to create and link to Aha! ideas
Because Aha! and Salesforce are integrated, your sales and support teams do not need to leave Salesforce to update data in your Aha! account.
The integration adds a custom section to the Salesforce Opportunities, Accounts, or Cases tabs called Aha! ideas. All three tabs allow Salesforce users to submit ideas, but only ideas submitted through the Opportunities tab can include a monetary value.
Salesforce users can use the Request an idea button to either create an idea in Aha! or — after a simple search — link to an existing idea.
When a user creates an idea in Aha! through Salesforce, they also automatically create an organization, based on the Salesforce account. Since ideas created through Salesforce are on behalf of customers, organizations help Aha! users track what customers are interested in.
Note: If you add or link to an idea from a Salesforce opportunity or case and do not have a Salesforce account as part of those objects, you will still create a proxy vote on the idea's proxy vote table. But without an organization, the proxy vote will not show up on the proxy vote tab of the idea in the ideas portal or in the proxy vote list report.
Salesforce users can use the Browse all ideas button to access the Aha! ideas portal directly.
Use Salesforce to add proxy votes for an idea
Both creating an idea and linking to an existing idea add a proxy vote to the idea. Proxy votes in Aha! are votes on behalf of someone else — in this case, votes by internal teams on behalf of Salesforce opportunities, accounts, or cases.
The Salesforce account becomes the Aha! organization. You can also add contacts in Aha! to the organization.
View total value of Salesforce opportunities in Aha!
As work is done in Aha! on an idea, status changes will be automatically updated in Salesforce. Whether it is a sales opportunity or support case, the team will know if the idea has been planned, is in progress, or has been shipped.
To get the most out of this integration, we recommend you create Salesforce triggers and reports. Triggers will proactively notify sales and support teams of any status changes. This is important if a customer is waiting for a certain feature to go live before signing up. Reports will provide insight into the impact of ideas on revenue increase or decrease.