Aha! Ideas | Integrate with Salesforce

Ideas are the key to innovation. You need a continuous cycle of ideas, feedback, and requests to keep growing and improving. From live conversations with your customers to product suggestions, idea collection helps you understand exactly what people need, and in turn, how you can implement change that delights them and grows your business.

Some customers share directly to your ideas portal. But oftentimes, the best feedback comes from other channels. Sales and support teams are ideally situated to pass along the ideas your customers are passionate about — plus details about the customer relationship — from their own Customer Relationship Management (CRM) tool.

With the Salesforce integration, those internal teams can create and manage ideas without ever leaving Salesforce, and you can capture feedback that you otherwise might miss. As you respond to and prioritize the best ideas, sales and support teams are kept in the loop through idea notifications. This allows them to communicate valuable updates back to customers. And you will be able to reach more people with a deeper understanding of what they need.

In this article, we will walk through how to create and configure the Salesforce integration. You can also read more about using Salesforce to gather customer feedback and enable proxy voting in a private ideas portal so internal teams can vote on behalf of customers.

Note: Your Salesforce edition must have API access to use this integration.

Click any of the following links to skip ahead:


Integration type

  • Two-way

Aha! Ideas level

  • Account level

Required user permissions:

Required user permissions:
Use integration

Associated records

Aha! Ideas

  • Ideas


  • Accounts

  • Opportunities

  • Cases


Install the Aha! Ideas package in Salesforce

  1. Log into your Salesforce instance, then click on this link to install the latest version of the integration. This link is always to the latest version. If you already have the integration installed, this will upgrade your package to the latest version.
    Note: If you are setting up this integration with a sandbox account, you may need to manually change the login URL to Salesforce.

  2. You will see a page describing the package. Choose to grant access to the users who should be able to manage ideas for the connected ideas portal, including creating, editing, and deleting ideas. Often people select users with administrator permissions in this step. Then, click Install. It may take a minute or two for the installation to complete..

  3. Once the package is installed, it will look like this:


Create an ideas portal in Aha! Ideas

To link ideas between Aha! Ideas and Salesforce, you will need a new Aha! Ideas private idea portal with single sign-on configured. You can have multiple idea portals that display the same ideas by selecting the same workspaces when configuring each portal. (Don't worry, you can manage all the ideas in one place).

To create a new ideas portal, navigate to Settings ⚙️→ Account → Ideas portals, or Ideas → Overview. From either page, click Add ideas portal to open the portal builder.

The ideas portal builder is a three-step process:

  1. Select a Title for your portal. Click Next to continue.

  2. Click the color icon to select a theme color or enter your own custom color using a hex code. Your theme color affects links and buttons in your ideas portal. Click Edit to edit your choice or Next to continue.

  3. Select your portal's Access level. Portals can have Public or Private access, corresponding to the public and private types of portals. For this integration, select Private access. The portal should be a Private portal so that only Aha! Ideas and Salesforce users can see the ideas

Click Create portal to create your portal.


Adjust your portal settings

Once you have created your ideas portal, the portal settings will open in a new browser tab.

From the Overview → General settings:

  • Choose a Portal URL.

  • Choose each of the Workspace(s) that you want your Salesforce users to be able to create ideas for.

From the Users → SSO settings:

  • Use the Identity provider dropdown to select JSON Web Token. This will allow Salesforce users to access ideas in Aha! Ideas without any additional login process. In the Remote login URL enter:

  • Leave the Remote logout URL empty.

  • Click Enable SSO to save your selection.


Add the Salesforce integration in Aha! Ideas

Now you need to link your Aha! Ideas account to Salesforce. This lets your Salesforce users create an Aha! Ideas idea (or link to an existing idea) without leaving Salesforce.

  1. In your Aha! Ideas account, go to the Settings ⚙️→ Account and click the + icon next to Integrations. Click on the green + Salesforce button to add a Salesforce integration.
    Note: If you want to integrate with multiple Salesforce accounts, you can create multiple Salesforce integrations in one Aha! Ideas account as long as each integration is for a different ideas portal. You cannot link multiple Salesforce accounts to a single portal. Also, you cannot link one Salesforce account to multiple Aha! Ideas domains.

  2. Click the Authenticate button to create a link to Salesforce using OAuth 2.0 authentication. The Salesforce user that authenticates here will be used for posting changes to the status of ideas visible in Salesforce. This user must have permission for all opportunity, case, and account records that will be linked to your Aha! Ideas account.

  3. If you are using a production Salesforce instance, then leave the Host box empty. If using a sandbox, enter your host as xx29.salesforce.com where xx29 matches the host for your instance.

  4. Choose the ideas portal that you created earlier. This will be the ideas portal that ideas from Salesforce are created in.

  5. Click the Test connection button to verify that the settings are correct and to configure Salesforce with the ideas portal. You must click Test connection again if you change the ideas portal.

  6. Enable the integration by checking the Enable box.


Give all Salesforce users permission to use the integration

  1. Under Manage Users, select Permission Sets.

  2. Click on the Aha! Permission Set.

  3. Click on the Manage Assignments button at the top of the screen.

  4. Select all users (or all users who should have access to the integration) and click Add Assignment.


Add ideas to your Salesforce user interface

Aha! Ideas and Salesforce are now completely integrated. The last step is to make these new capabilities visible in the Salesforce user interface by noting two things.

First, the Aha! Ideas idea visibility settings will affect an idea's visibility as a Salesforce opportunity. So, for example, if you set an idea to be hidden in your portal or merge a visible idea with a hidden one, the linked Salesforce opportunity will not be visible either.

Second, the Aha! Ideas application is supported for the Classic Salesforce UI. If you are using the Lightning Experience, you are still able to integrate Aha! Ideas ideas, but this is not the preferred UI for the integration.

For the Classic UI

  1. Open an opportunity. On the opportunities screen, click on the Edit Layout link at the top of the page.

  2. You will see the controls for editing the layout. Under Visualforce Pages, there is a new page for Aha! Opportunity Ideas. You can drag this onto the page where you want it to appear. It can be helpful to add a section that you can place the page into. The default height and settings for the page do not need to be modified.

  3. Save the edited layout.

  4. Repeat these last three steps on the Cases page so that ideas can be linked to cases.

  5. Repeat the same three steps on the Accounts page to allow ideas to be linked directly to your account.

The integration is now installed.

For the Lightning Experience

On the Opportunities page, select to Edit the page from the setup dropdown. Drag and drop the Record Detail (not Visualforce) onto the page layout where you want ideas to appear. If you already had the Aha! Ideas ideas in the Classic UI and are upgrading to Lightning, you will see the idea record already on the page.

If you are integrating the Aha! Ideas ideas for the first time, you will need to edit the page layout to include the ideas wherever you want them to appear on the Opportunities page. To do this, select Opportunity Layout from the right navigation. This will take you to the Classic UI editor where you will follow steps 2 and 3 outlined above for the Classic UI.

Repeat these instructions on the Cases and Accounts page if you would like ideas to be linked to these.


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

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