Improved Salesforce + Aha! Ideas integration
You can now sync Salesforce opportunity data — such as stage, probability, and close date — with customer feedback in Aha! Ideas Advanced to better understand the business impact of specific requests.
Suite overview
Suite overview
Introduction
Workspaces and teams
Notebook
- Notes
- View Aha! records on whiteboards
- Template library
- AI writing assistant
- Guest access
- Share documents
- Introduction to whiteboards
- The whiteboard toolbar
- Add and edit whiteboard content
- Advanced whiteboard shapes
- Add media to whiteboards
- Collaborate on whiteboards
- Convert whiteboard content to Aha! records
- Create wireframes on whiteboards
Reports
Collaboration
Account management
Billing and users
Security & system requirements
Integrations
Aha! API
Dropbox
Google Drive
Microsoft OneDrive
Aha! Roadmaps
Roadmaps
Introduction
- Run a successful Aha! trial
- Get started with your new account
- How to build a roadmap in five steps
- Import data
- Explore a demo workspace in your account
- Explore a product workspace in your account
- Explore an IT workspace in your account
- Explore a project workspace in your account
- Explore a services workspace in your account
- Explore a business operations workspace in your account
- Explore a marketing workspace in your account
How to
- How to create a custom whiteboard template
- How to build a roadmap in five steps
- How to visualize linked dependency statuses at scale
- How to import your backlog from Jira
- How to show the strategic progress at multiple levels
- How to identify schedule risks with calculation columns
- How to visualize cross-team capabilities with custom tables (Enterprise+)
- How to add a custom field
- How to pull work from Aha! Roadmaps into Aha! Develop
- How to share a report, roadmap, or view
- How to identify and prioritize high-value ideas
- How to import a Jira backlog into your Aha! account as ideas
- How to edit a status workflow
- How to build your product strategy
- How to host a collaborative brainstorming session
Workspaces
- Workspaces
- Workspaces and workspace lines
- Differences between workspace types
- Create a single-workspace hierarchy
- Create a multi-workspace hierarchy
- Create a portfolio hierarchy
- Workspace templates (Enterprise+)
- Notebook menu
- Files
- Archive or delete a workspace or workspace line
- How to define your product workspace
- Duplicate workspace and workspace line prefix error
Settings
- Account settings
- Account billing settings
- Account customization settings
- Workspace settings
- Workspace ideas settings
- Workspace import settings
- Integration settings
- Manage your workspace settings
- Personal settings
- Shortcuts
- Import data from a CSV file
- Import notes from Confluence
- Getting started with capacity planning (Enterprise+)
- Individual capacity planning
- Configure team capacity planning (Enterprise+)
- Estimate work for capacity planning (Enterprise+)
- Automation (Enterprise+)
Strategy
Releases and schedules
Ideas
- Introduction to ideas
- Proxy votes
- Configure your ideas portal
- Manage ideas portal users
- Manage submitted ideas
- Ideas prioritization page
- Emailed ideas
- Submit-only ideas portal
- Private ideas portal
- Public ideas portal
- Ideas overview page
- Ideas chart page
- Create a central workspace to manage all ideas
- How promoted record status drives idea status
- Configure your own ideas portal URL with a CNAME (Ideas Advanced plan)
- Carry over custom field values from ideas to other record types
- "Filter by status" displays duplicate statuses on ideas portal
- Create one ideas portal for all of your workspaces
- Advanced custom portal design
- Import ideas and portal users
- Custom fields for ideas
- Idea management notifications
- Ideas portal weekly summary email
- Manage portal spam
Features and activities
- Introduction to features
- Introduction to epics
- Introduction to requirements
- Tips for managing and prioritizing features
- User story maps
- Workflow board
- Feature scores
- Features prioritization page
- Mockups
- Copy, move, or bulk edit features
- When to use initiatives vs. epics
- Convert features to other record types
- Create flowcharts in the mockups tool
- Carry custom field values from requirements to features
- Estimate effort using custom scorecards
- Add feature start and due dates
- Create templates for features and requirements
- Should I put bugs on my product roadmap?
- Customize feature cards
- Use epics across releases and workspaces
Roadmaps
Analytics
- Introduction to analytics
- Dashboards
- Reports overview
- Step-by-step examples: List reports, pivot tables, and custom roadmaps
- Filter your reports and roadmaps
- List report
- Perform calculations on data in list reports
- Pivot table
- Charts
- Individuals capacity report
- Team capacity report (Enterprise+)
- Resolve capacity conflicts (Enterprise+)
- Troubleshoot missing records on the team capacity report (Enterprise+)
- Dependency report
- Hierarchy report
- Diagram report
- Bulk edit records
- Report on workspace documents
Notebook
- Access Aha! Notebooks
- Notes
- View Aha! records on whiteboards
- AI writing assistant
- Template library
- Guest access
- Share documents
- Introduction to whiteboards
- The whiteboard toolbar
- Add and edit whiteboard content
- Advanced whiteboard shapes
- Add media to whiteboards
- Collaborate on whiteboards
- Convert whiteboard content to Aha! records
- Create wireframes on whiteboards
Presentations
Collaboration
Customizations
- Statuses and workflows
- Workflow approvals
- Scorecard equations
- Automated scorecard metrics (Enterprise+)
- Custom fields
- Custom layouts
- Advanced custom layouts (Enterprise+)
- Introduction to advanced equations
- Field identifiers for advanced equations
- Custom equation functions and operators
- Filter arrays with logical operators
- Custom tables (Enterprise+)
- Custom worksheets (Enterprise+)
- Manage at-risk work
- Reference Aha! Roadmaps fields in custom worksheet equations (Enterprise+)
- Link custom tables to each other (Enterprise+)
- Use custom tables to manage strategic opportunities
- Track special customer information
Best practices
- Best practices for linking your work to strategy
- Best practices for tracking OKRs
- Best practices for configuring Aha! to support SAFe®
- Best practices for configuring Aha! to support the Pragmatic Framework
- Best practices for tracking product development risks
- Best practices for managing cross-functional requests
- How to set product strategy
- How to capture and prioritize customer ideas
- Best practices for launching your ideas portal
- Best practices for managing product platforms
- Best practices for managing solution offerings
- Best practices for managing product components
- Best practices for managing complex product bundles
- Best practices for creating a product information hub
- Best practices for using documents to collaborate with stakeholders
Enterprise+ functionality
- Enterprise+ plan features
- Advanced custom layouts (Enterprise+)
- Automated scorecard metrics (Enterprise+)
- Automation (Enterprise+)
- Back up your account (Enterprise+)
- Configure team capacity planning (Enterprise+)
- Custom roles (Enterprise+)
- Custom tables (Enterprise+)
- Custom worksheets (Enterprise+)
- Enable IP address based access control (Enterprise+)
- Estimate work for capacity planning (Enterprise+)
- Getting started with capacity planning (Enterprise+)
- Integrate with security webhooks (Enterprise+)
- Link custom tables to each other (Enterprise+)
- Monitor your account activity (Enterprise+)
- Reference Aha! Roadmaps fields in custom worksheet equations (Enterprise+)
- Resolve capacity conflicts (Enterprise+)
- Team capacity report (Enterprise+)
- Work requests (Enterprise+)
- Workspace templates (Enterprise+)
Account management
Account plans
Billing and users
Security and system requirements
Single sign-on (SSO)
- Account SSO | SAML 2.0
- Account SSO | Google Cloud Identity
- Account SSO | Okta
- Account SSO | OneLogin
- Account SSO | Microsoft Azure Active Directory Services (Azure AD)
- Account SSO | Microsoft Active Directory Federation Services (ADFS)
- Account SSO | Bitium
- Portal SSO | SAML 2.0
- Portal SSO | OpenID Connect
- Portal SSO | JSON Web Token
- Portal SSO | Google Cloud Identity
- Portal SSO | OneLogin
- Portal SSO | Microsoft Azure Active Directory Services (Azure AD)
- Portal SSO | Microsoft Active Directory Federation Services (ADFS)
- Portal SSO | Salesforce
- Troubleshoot single sign-on issues
Integrations
Introduction to integrations
- How to think about integrating Aha! Roadmaps with your development tool
- Manage your integrations
- Create multiple development tool integrations for a single workspace
- Integrate one workspace with multiple third-party systems
- Integrate with your calendar application
- Allow list IP addresses for on-premises development tools
- Manually send Aha! Roadmaps records to development tools
Integration guides
- Import data from your development system
- Create an integration template
- Map fields between Aha! Roadmaps and your development system
- Configure links between integrated records
- View integration log messages
- How to diagnose development tool integration log messages
- Convert an integration from 1.0 to 2.0
- Move records with Jira or Rally
- Link records in Aha! Roadmaps with existing records in another system
- Send changes and accept imports from another system
- Resync Aha! Roadmaps with your development tool
- Move a linked record to another workspace
- Map a single Aha! Roadmaps record type to multiple development system record types
- Integrate a single workspace with multiple projects from the same development tool
- Send records in bulk to integrated tools
- Import error: no valid relationship link
Aha! API
Aha! Develop
Apple Calendar
Azure DevOps
- Integrate with Azure DevOps
- Recommended Azure DevOps mappings
- Sync sprints with Azure DevOps
- Azure DevOps Services Error: "Configuration error for 'installed': getaddrinfo: Name or service not known"
- Integrate with Azure DevOps Services or Azure DevOps Server (version 1.0)
- Use the Azure DevOps integration through a web proxy
- Integration guides
Bugzilla
Confluence
Dropbox
Flowdock
FogBugz
GitHub
GitLab
Google Calendar
Google Chat
Google Drive
Jira
- Integrate with Jira
- Detailed Jira integration instructions
- Recommended Jira mappings
- Integrate with Jira Server on-premises
- Migrate from Jira Server to Jira Cloud
- Use the Jira integration through a web proxy
- Integrate with Jira next-gen projects
- Sync sprints between Aha! Roadmaps and Jira
- Track capacity between Aha! Roadmaps and Jira
- Use webhooks for Jira integrations
- When multiple webhooks are needed and why
- Integrate a single Aha! Roadmaps workspace with multiple Jira projects
- Integrate with Jira when each project has one record type
- Map records between Aha! Roadmaps and Jira Core
- Integrate with Jira (version 1.0)
- Jira integration guides
Jira integration troubleshooting
Microsoft Outlook Calendar
Microsoft Teams
Microsoft OneDrive
Pivotal Tracker
Rally
Redmine
Salesforce
- Integrate with Salesforce (Advanced plan)
- Gather customer feedback with Salesforce (Advanced plan)
- Link Aha! Roadmaps and Salesforce records in bulk (Advanced plan)
- Integrate with Salesforce for idea capture (Legacy access)
- Salesforce application release notes
- Import Salesforce links by CSV (Advanced plan)
ServiceNow
Trello
Zapier
Aha! Ideas
Ideas
Introduction
How to
Settings
Workspaces
Idea management
- Introduction to idea management
- Ideas overview page
- Idea visibility
- Ideas prioritization page
- Priorities chart
- Manage submitted ideas
- Idea management notifications
- Emailed ideas
- Proxy votes (Advanced plan)
- Segments (Advanced plan)
- Organizations (Advanced plan)
- Contacts (Advanced plan)
- AI-powered idea exploration (Advanced plan)
Ideas portals
- Introduction to ideas portals
- Configure your ideas portal
- Advanced custom portal design
- Manage ideas portal users
- Import users and data
- Public ideas portal
- Private ideas portal
- Submit-only ideas portal
- Ideas portal weekly summary email
- Display multiple languages in your portal (Advanced plan)
- Create a custom ideas portal domain (Advanced plan)
- Custom pages (Advanced plan)
- Polls (Advanced plan)
- Manage portal spam
Research
- Schedule an empathy session (Advanced plan)
- Prepare an empathy session (Advanced plan)
- Run an empathy session (Advanced plan)
- Introduction to the community feedback widget (Advanced plan)
- Introduction to the polls widget (Advanced plan)
- Introduction to the in-app idea submission widget (Advanced plan)
- Install in-app feedback widgets in your web application (Advanced plan)
- Frequently asked questions about in-app feedback widgets (Advanced plan)
Reports
Documents
- Notes
- Guest access
- AI writing assistant
- Template library
- View Aha! records on whiteboards
- Share documents
- Introduction to whiteboards
- Add and edit whiteboard content
- Advanced whiteboard shapes
- Add media to whiteboards
- The whiteboard toolbar
- Collaborate on whiteboards
- Convert whiteboard content to ideas
- Create wireframes on whiteboards
Collaboration
Account management
Account plans
Billing and users
Security and system requirements
Integrations
Introduction to integrations
Account single sign-on (SSO)
Aha! API
Dropbox
Flowdock
Google Chat
Google Drive
Microsoft OneDrive
Microsoft Teams
Portal single sign-on (SSO)
- Portal SSO | SAML 2.0
- Portal SSO | JSON Web Token
- Portal SSO | OpenID Connect
- Portal SSO | Google Cloud Identity
- Portal SSO | Salesforce
- Portal SSO | OneLogin
- Portal SSO | Microsoft Azure Active Directory (Azure AD)
- Portal SSO | Microsoft Active Directory Federation Services (ADFS)
- Share your SSO configuration between ideas portals (Advanced plan)
- Portal SSO | Troubleshoot single sign-on issues
Salesforce
ServiceNow
Zapier
Aha! Notebooks
Notebooks
Introduction
Settings
Use Aha! Notebooks
- My work
- To-dos
- Documents
- Notes
- Templates
- Text editor
- Keyboard shortcuts
- AI writing assistant
- Share documents
- Guest access
- Workspaces (Advanced plan)
- Comments (Advanced plan)
- Introduction to whiteboards
- The whiteboard toolbar
- Add and edit whiteboard content
- Advanced whiteboard shapes
- Add media to whiteboards
- Collaborate on whiteboards
- Create wireframes on whiteboards
Account management
Account plans
Billing and users
Security and system requirements
Aha! Develop
Develop
Introduction
Settings
- Account profile settings
- Account billing settings
- Account customization settings
- Team settings
- Team status automation settings (Develop Advanced)
- Team import settings
- Personal settings
- Shortcuts
- Import data from a CSV file
- Import notes from Confluence
- Import Trello cards and lists
- Automation (Advanced plan)
Extensions
- Introduction to extensions
- Extension library
- Build your first extension
- Build your first importer extension
- Create an extension
- Extension contribution types
- Importer extension contributions
- View extension contributions
- Command extension contributions
- Event handler extension contributions
- Endpoint extension contributions
- Settings extension contributions
- Store extension data
- Write extension contribution code
- Install an extension
- Debug an extension
- Package.json file format
- Extension API reference
- CLI reference
- GraphQL API
- Model API
- Extension fields
- Extensions security model
Plan
Documents
- Notes
- Guest access
- Template library
- The text editor
- AI writing assistant
- View Aha! records on whiteboards
- Share documents
- Introduction to whiteboards
- The whiteboard toolbar
- Add and edit whiteboard content
- Advanced whiteboard shapes
- Add media to whiteboards
- Collaborate on whiteboards
- Convert whiteboard content to Aha! records
- Create wireframes on whiteboards
Collaboration
Reports
- Introduction to reports (Advanced plan)
- Velocity report (Advanced plan)
- Throughput report (Advanced plan)
- Cycle time report (Advanced plan)
- Burndown chart (Advanced plan)
- Delivery risk report (Advanced plan)
- Value delivered report (Advanced plan)
- Work delivered report (Advanced plan)
- Sprint retrospective report (Advanced plan)
- Report on workspace documents
Customizations
Account management
Account plans
Billing and users
Security and system requirements
Single sign-on (SSO)
Integrations
Aha! API
Aha! Roadmaps
Dropbox
GitHub
Google Drive
Microsoft OneDrive
ServiceNow
- Gain executive alignment on your product roadmap
- How to build your 2024 product roadmap
- Is bad capacity planning destroying your roadmap?
- Boost customer research with AI
- How to integrate with Salesforce
- One place for your product notes and whiteboards
- Better ways to track dependencies
- Explore the world of advanced reporting
- Create reports like a product pro
- Aha! and Pragmatic Marketing = Product management success
- How to integrate with Jira
- Learn the newest way to score features
- How to keep product managers and engineers in sync
- Build impressive roadmaps with the right details
- Understand the customers behind the ideas
- Build your best roadmap presentation
- The best new ways to gather feedback
- Create a beautiful ideas portal
- Say "yes" or "no" to features
- Organize your work with custom layouts
- Build interactive dashboards
- Manage big plans with the new Gantt chart
- Advanced features for complex work
- 3 most popular new roadmap features
- How to create the perfect workflow
Getting started videos
Quick tips videos
- How to import your data
- How to set strategic goals
- How to estimate and track product value
- How to build a strategy roadmap
- How to research and evaluate competitors
- How to configure your Jira integration
- How to edit a status workflow
- How to prioritize work with the Aha! score
- How to visualize dates and dependencies
- How to import your Jira backlog
- How to create a release template
- How to include calculation columns in pivot tables
- How to create a calendar report
- How to create a features roadmap
- How to create a portfolio roadmap
- How to customize feature cards
- How to organize your hierarchy report
- How to create a clear vision
- How to customize your ideas portal
- How to share visual roadmaps via your ideas portal
- How to identify and prioritize high-value ideas
- How to promote ideas to your roadmap
Getting started videos
Getting started videos
Quick tips videos
Announcements
2023 System broadcasts
- November 30, 2023 Invite guests to collaborate on documents
- November 16, 2023 Export pivot reports to whiteboards
- November 14, 2023 Encourage more feedback with the new idea visibility setting
- November 9, 2023 Create personal document templates
- October 31, 2023 Draft release notes with AI
- October 26, 2023 View dependencies on whiteboards
- October 19, 2023 Embed videos and GIFs in whiteboards
- October 17, 2023 The new prioritization view for initiatives is here
- October 12, 2023 Add a template to an existing note
- October 10, 2023 New retrospective reports
- October 3, 2023 See what launched in Q3
- September 28, 2023 Add emoji reactions on whiteboards
- September 26, 2023 New template to help customers share their ideas with you
- September 21, 2023 Improved tables in whiteboards
- September 19, 2023 Your features roadmap has a new look
- September 14, 2023 Capture feedback directly in whiteboards
- September 12, 2023 Aha! Ideas Advanced + Salesforce
- September 7, 2023 New ways to collaborate with key stakeholders
- August 24, 2023 Finally, one place for your notes and whiteboards
- August 22, 2023 Set up recurring to-dos
- August 15, 2023 Introducing AI-powered ideas exploration
- August 8, 2023 Fresh look for Gantt charts
- August 3, 2023 Create custom whiteboard templates
- July 27, 2023 New whiteboard features to streamline teamwork
- July 25, 2023 We refreshed your Ideas Overview page
- July 20, 2023 Introducing Aha! Notebooks for teams
- July 18, 2023 Set realistic limits for product work
- July 13th, 2023 Access your previous prompts in the AI writing assistant
- July 11, 2023 Manage feature research in one place
- July 6, 2023 Highlights from Q2
- June 29, 2023 New ways to format text
- June 20, 2023 Drive more engagement in your ideas portal
- June 14, 2023 Visual refresh for custom roadmaps
- June 6, 2023 Streamline tasks with focused automations
- May 31, 2023 Now add notes and whiteboard users to your account
- May 31, 2023 Aha! Notebooks — Your Product Documents, Whiteboards, and Tasks in One Place
- May 25, 2023 Embed media files in documents
- May 23, 2023 New ServiceNow integration
- May 11, 2023 6 new whiteboard templates for business planning
- May 9, 2023 Better visibility into proxy votes for ideas
- May 4, 2023 New clip tool to cut images in whiteboards
- April 20, 2023 Introducing our new AI writing assistant
- April 18, 2023 New way to manage dependencies
- April 13th, 2023 40 Note and whiteboard templates for product managers
- April 11, 2023 Manage risks at scale
- April 4, 2023 11 most popular Aha! software features launched in Q1 2023
- March 30, 2023 6 New whiteboard templates to start building your product roadmap
- March 28, 2023 New customer revenue insights
- March 23, 2023 Add timelines and progress bars to whiteboards
- March 21, 2023 Coming soon! Feature cards get a fresh look
- March 16, 2023 Add tables to whiteboards
- March 14, 2023 New poll options to gather feedback
- March 9, 2023 More improvements to whiteboards
- March 8, 2023 A new way to share priorities with engineering
- February 23, 2023 Introducing a new program board for PI planning
- February 15, 2023 Private comments now supported in ideas portals
- February 8, 2023 Manage risks and release on schedule
- February 2, 2023 Manage team schedule changes
- January 25, 2023 Share workspace documents broadly
- January 19, 2023 Do more with whiteboards
- January 11, 2023 Catch up with the latest Aha! updates
2023 Release notes
- December 1, 2023 release notes
- November 17, 2023 release notes
- November 10, 2023 release notes
- November 3, 2023 release notes
- October 27, 2023 release notes
- October 20, 2023 release notes
- October 13, 2023 release notes
- October 6, 2023 release notes
- September 29, 2023 release notes
- September 22, 2023 release notes
- September 15, 2023 release notes
- September 8, 2023 release notes
- September 1, 2023 release notes
- August 25, 2023 release notes
- August 18, 2023 release notes
- August 11, 2023 release notes
- August 4, 2023 release notes
- July 28, 2023 release notes
- July 21, 2023 release notes
- July 14, 2023 release notes
- July 7, 2023 release notes
- June 30, 2023 release notes
- June 30, 2023 removing Google Analytics integration
- June 23, 2023 release notes
- June 16, 2023 release notes
- June 9, 2023 release notes
- June 2, 2023 release notes
- May 26, 2023 release notes
- May 19, 2023 release notes
- May 12, 2023 release notes
- May 5, 2023 release notes
- April 28, 2023 release notes
- April 21, 2023 release notes
- April 14, 2023 release notes
- April 7, 2023 release notes
- March 31, 2023 release notes
- March 24, 2023 release notes
- March 17, 2023 release notes
- March 10, 2023 release notes
- March 6, 2023 upcoming navigation change
- March 3, 2023 release notes
- February 23, 2023 release notes
- February 17, 2023 release notes
- February 10, 2023 release notes
- February 3, 2023 release notes
- January 27, 2023 release notes
- January 20, 2023 release notes
- January 13, 2023 release notes
- January 6, 2023 release notes
2022 System broadcasts
- December 21, 2022 New roadmaps and reports for dashboards
- December 7, 2022 Visualize how all layers of strategy connect to your everyday work
- November 30, 2022 Start gathering more customer feedback with in-app polls
- November 16, 2022 A better way to measure engineering impact
- November 9, 2022 Share personal whiteboards with anyone
- November 3, 2022 See cross-team dependencies on timeline views
- October 25, 2022 Aha! Notebooks is now available for everyone
- October 19, 2022 Introducing program increments for SAFe® teams
- October 13, 2022 Highlights from Q3
- October 5, 2022 Bring individual and team capacity planning together
- September 28, 2022 Better estimate engineering work
- September 22, 2022 Plan work your team can actually complete
- September 21, 2022 Sync user fields in Salesforce with Aha! Ideas
- September 14, 2022 New prioritization page for scoring and ranking work
- September 9, 2022 Scheduled system upgrade
- August 31, 2022 Scheduled migration of saved list views
- August 25, 2022 Quickly identify stalled work
- August 18, 2022 Organize notes by date with a new calendar view
- August 10, 2022 Work more efficiently with new right-click menus
- August 3, 2022 SSO for shared webpages
- July 27, 2022 A new "My organization" view for ideas portal users
- July 21, 2022 Sync feature statuses with your dev tools
- July 15, 2022 New ways to customize feature cards in Aha! software
- July 6, 2022 The Most Popular Aha! Software Features From Q2 2022
- June 29, 2022 Estimate work by team member during capacity planning
- June 15, 2022 Introducing Whiteboards For Product Builders
- June 8, 2022 Introducing polls for quantitative feedback
- June 2, 2022 Connect Aha! Develop to GitHub Actions
- May 27, 2022 Try these productivity boosters
- May 26, 2022 Sync Salesforce opportunity details with Aha! Ideas
- May 19, 2022 New ideas importer for Aha! Develop
- May 18, 2022 Create Custom Workspace Templates in Aha! Roadmaps
- May 12, 2022 How quickly do you deliver work
- May 11, 2022 New reports for idea management
- April 28, 2022 Enhanced reporting
- April 27, 2022 Automate the sending of reports
- April 22, 2022 Are your product and engineering teams in sync?
- April 21, 2022 Integrate Aha! Develop with Salesforce Service Cloud
- April 20, 2022 Automatically Update Scorecard Metrics
- April 14, 2022 Connect Aha! Develop to Azure Pipelines
- April 13, 2022 The new product value scorecard
- April 7