This article discusses the CRM integrations. You need to be an Ideas Advanced customer to access these integrations. Please contact us if you would like a live demo or would like to try using it in your account.

Longtime Aha! Roadmaps and Aha! Ideas customers (accounts created before August 31, 2021) will continue to have access to Salesforce and Zendesk integrations, but will need to upgrade to Ideas Advanced to take advantage of any future integrations.

Aha! Roadmaps | Integrate with Salesforce (Advanced plan)

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.

For Ideas Advanced customers using 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.

Note: If you are an Ideas Advanced customer, you also have access to dynamic ideas submission forms. Dynamic forms work with this integration, too! This means your sales and support teams can use dynamic forms to capture more detailed customer feedback.

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:

Prerequisites

Integration type

  • Two-way

Aha! Roadmaps level

  • Account level

Required user permissions:
Configuration

Associated records

Aha! Roadmaps

  • Ideas

Salesforce

  • Accounts

  • Opportunities

  • Cases

Top

Overview

Integrating Aha! Roadmaps and Salesforce involves several steps in both tools, so it can be helpful to walk through the integration procedure at a high level.

To start the process, you need to install the Aha! Roadmaps package in your Salesforce account. This package creates a custom object in your Salesforce account that you can use to create or link to ideas in Aha! Roadmaps.

Next, you need an Aha! Roadmaps ideas portal. Salesforce records (accounts, opportunities, or cases) will link to Aha! Roadmaps records (ideas) in this portal. The Aha! Roadmaps ideas portal needs to be a private portal and have single sign-on (SSO) configured. A private portal will keep your Salesforce users' ideas private, and an SSO configuration will give them access to the portal, and not to your Aha! Roadmaps account.

So far you have created a way for Salesforce and Aha! Roadmaps records to link together. The next step is to link the two accounts to each other through an account-level integration in Aha! Roadmaps.

With records and accounts linked, the last step is to give Salesforce users the appropriate user permissions to access and use the integration. That done, you will have successfully integrated Aha! Roadmaps and Salesforce — and can start capturing feedback through a new channel.

Top

Install the Aha! Roadmaps 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 while preserving your existing data.
    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.

Top

Create an ideas portal in Aha! Roadmaps

To link ideas between Aha! Roadmaps and Salesforce, you will need a new Aha! Roadmaps 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.

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

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

  • 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! Roadmaps and Salesforce users can see the ideas

Click Create portal to create your portal!

Top

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! Roadmaps without any additional login process. In the Remote login URL enter “https://login.salesforce.com/apex/ahaapp__AhaRedirector”.

  • Leave the Remote logout URL empty.

  • Click Enable SSO to save your selection.

Top

Add the Salesforce integration in Aha! Roadmaps

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

  1. In your Aha! Roadmaps 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 accounts:
    • You can create multiple Salesforce integrations in one Aha! Roadmaps
    account as long as each integration is for a different ideas portal. You cannot link multiple Salesforce accounts to a single portal.
    • You cannot link one Salesforce account to multiple Aha! Roadmaps
    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 Aha! Roadmaps.

  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.

Top

Give all Salesforce users permission to use the integration

In Salesforce Lightning:

  1. In Setup, under Administration, expand Users.

  2. Click on Permissions Sets.

  3. Click on the Aha! Permission Set.

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

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

In Salesforce Classic:

  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.

Top

Add Aha! Roadmaps ideas to your Salesforce user interface

Aha! Roadmaps and Salesforce are now completely integrated. The last step is to make these new capabilities visible in the Salesforce user interface. You can do this for Salesforce opportunities, cases, or accounts.

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

Salesforce Lightning

  1. From the Object Manager, select Opportunity.

  2. Select Lightning Record Pages.

  3. If you need to create a New record page:

    1. Select Record page. Click Next.

    2. Give your new Lightning page a Label and an Object (in this case, we will use the Opportunity object). Click Next.

    3. Choose a template for your page. Click Finish.

    4. Create your record page to match your account's needs. Add Aha! Ideas from the Custom - Managed section.

    5. Click Save to save your changes.

    6. Click Activate to activate your new page.

  4. If you are editing an existing record page:

    1. Select your record page from the list.

    2. Click Edit to edit the page layout.

    3. Add Aha! Ideas from the Custom - Managed section.

    4. Click Save to save your changes.

    5. Click Activate to activate your new page.

The integration is now installed! You can repeat this process for accounts and cases, if you choose to.

Salesforce Classic

  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! You can repeat this process for accounts and cases, if you choose to.

Top

Upgrade from Classic to Lightning

If you integrated Aha! Roadmaps and Salesforce when you were on Salesforce Classic, and have since upgraded to Salesforce Lightning, you may need to take an extra step to ensure that you use the latest, Lightning-ready integration package.

  1. Log into your Salesforce instance, then click on this link to install the latest version of the integration.

  2. You will see a message similar to this one: "An earlier version is installed. It can be upgraded while preserving the existing data."

  3. Choose whether to install the integration for Salesforce Admins Only, for All Users, or for Specific Profiles.

  4. Check the box to acknowledge that you are installing a Non-Salesforce Application.

  5. Click Upgrade.

  6. The package will upgrade. This may take a couple minutes.

  7. Once you see the Upgrade Complete! message, click Done.

When you click Done, you will automatically navigate to the Installed Packages section of your Salesforce account, where you can see the Aha! Integration package.

  • By default the Aha! Ideas package for Salesforce Classic will still be among your Installed packages. You may wish to uninstall it.

  • All your originally linked ideas will still appear in your Salesforce records' layouts, and you will see Aha! Ideas in the Custom - Managed section of your Lightning Record Pages.

Top

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

Aha! Roadmaps
    Strategic roadmaps
    Integrations
      Aha! Ideas
      Aha! Develop
      Announcements
      © 2021 Aha! Labs Inc.All rights reserved