Capture more product feedback in Salesforce

A new proxy vote form in Salesforce

December 19, 2023

Capture more product feedback in Salesforce

by Claire George

Sales and support teams are often the bridge to customers. These teams understand what folks need to be successful and what is blocking them. As a product manager, you want to empower these teammates to share their hard-won insights — so you can better prioritize the most valuable work. Today's enhancement to the Aha! + Salesforce integration helps you do just that.

Collect more details about customer requests with a new proxy vote form in Salesforce — so you can deepen your understanding of customer needs and make better product decisions.

Customer-facing teams already use our Salesforce integration to create new ideas and submit proxy votes on behalf of customers. And you can view those proxy votes (along with the linked account and opportunity data) in Aha! Ideas to better understand the business value behind each request. But having even more context about a customer's request is helpful — you can better understand the "why" behind each proxy vote.

Now, you can use proxy vote forms directly in Salesforce to capture additional details about customer requests. First, make sure you have enabled proxy voting in the ideas portal you use with your Salesforce integration. Configure the portal's proxy vote form to capture the details you need. Then, turn on the new Show proxy vote form setting in the Salesforce integration.

Teammates will automatically see the proxy vote form when they add or link an idea in Salesforce. Once they fill in additional details about the customer's use case, you can view this information in Aha! Ideas — just like any other proxy vote information.

This new functionality is available as part of Aha! Ideas Advanced, the perfect plan for companies that want to expand the ways they collect feedback. It includes features such as Salesforce and Zendesk integrations, dynamic forms, and in-app widgets.

Let's take a closer look at the enhancement to the Aha! + Salesforce integration:

Capture details in Salesforce

Empower customer-facing teams to share more about customer requests. Here, our sales rep uses the new proxy vote form to relay how vital an existing idea is to a prospect. After linking the opportunity to the idea, they use the form to share the use case's urgency and details. Now, product management team members can clearly understand the potential business impact when they prioritize this feature.


Key fields — including organization, Salesforce account link, and revenue — will populate automatically from the Salesforce data.

Understand top opportunities

Find ideas with the biggest potential impact in your Aha! account. Here, we created a pivot report to show opportunities linked to product ideas. It is now clear which ideas are a high priority for new and existing customers. We can also see the value of those opportunities. This information can help us decide what to work on next.

Remember to add custom fields to both the Ideas portal - Proxy votes and the Proxy votes layouts when you configure the proxy vote form.

Remember to add custom fields to both the Ideas portal - Proxy votes and the Proxy votes layouts when you configure the proxy vote form.

Richer insights from your sales team help you make better prioritization decisions — and make your customers happier too.

Customer-facing teams have a deep understanding of your customers' needs. Now, you can unlock more of their knowledge and uncover additional customer insights. We are continuing to explore more ways to use Salesforce opportunity data in Aha! Ideas. If you have any thoughts, share them in our ideas portal.

Sign up for a free trial of Aha! Ideas

Aha! Ideas is the best way to crowdsource feedback, engage your community, and prioritize what drives revenue. If you are interested in sophisticated capabilities — such as dynamic forms, Salesforce integration, and AI exploration — choose the Ideas Advanced plan. And if you are looking for a complete product management solution, choose Aha! Roadmaps, which also includes basic idea management. Sign up for a free 30-day trial or join a live demo to see why more than 700,000 product builders trust our software to build lovable products and be happy doing it.

Aha! is a trademark of Aha! Labs Inc. All other company and product names may be trademarks of the respective companies with which they are associated.

Claire George

Claire George

Claire is passionate about helping product development teams learn how to bring their strategy to life. She is the director of product marketing at Aha! — the world’s #1 product development software. Claire has 20 years of marketing and software experience. Previously, she led product marketing at an agile-based work management platform.

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