Aha! Ideas | Use the Salesforce integration to gather customer feedback

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. The information that those teams add to their Salesforce account becomes organizations, contacts, and (for Ideas Advanced users) proxy votes in your Aha! Ideas account — so you can gather all pertinent feedback in one place.

Note:

  • This article discusses functionality that is included in Ideas Advanced. Please contact us if you would like a live demo or would like to try using it in your account. (Roadmaps accounts created before October 20, 2020 include this functionality.)

  • This article assumes that you have a working Salesforce integration in your Aha! Ideas workspace. The integration is free for Aha! Ideas 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.

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Because you have already integrated Aha! Ideas with Salesforce, your sales and support teams do not need to leave Salesforce to update data in your Aha! Ideas 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! Ideas or — after a simple search — link to an existing idea.

When a user creates an idea in Aha! Ideas 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! Ideas users track what customers are interested in.

Note: If you add or link to an idea from a Salesforce opportunity or case, and you 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 ideas portal directly.

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Use Salesforce to add proxy votes for an idea (Advanced plan)

Both creating an idea and linking to an existing idea add a proxy vote to the idea. Proxy votes in Aha! Ideas 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! Ideas organization. You can also add contacts in Aha! Ideas to the organization.

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View the total value of Salesforce opportunities in Aha! Ideas

Aha! Ideas users can report on the proxy votes for an idea or those on behalf of an organization and share that information with Salesforce users.

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Automatic updates

As the idea in Aha! Ideas progresses through its workflow, 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 reviewed by your internal team.

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 idea to be reviewed before they sign up. Reports will provide insight into the impact of ideas on revenue increase or decrease.

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