Aha! Ideas | How to integrate with Salesforce
Aha! experts Erin Ward and Kelly Sebes will show you how to centralize idea submissions from sales and support teams — then tie CRM data to that customer feedback. You will learn how to:
Capture customer requests directly from Salesforce
Sync account and opportunity details with ideas data
Assess the business value of each request
Keep sales and support teams informed of updates
Suite overview
Suite overview
Introduction
Workspaces and teams
Knowledge
- Documents
- Share documents
- Guest access
- Template library
- Notes
- AI writing assistant
- 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
- View Aha! records on whiteboards
- Create a whiteboard presentation
Reports
Collaboration
Account management
Billing and users
Security and system requirements
Integrations
Aha! API
Dropbox
Google Drive
Microsoft OneDrive
Aha! Roadmaps
Overview
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+)
- 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
- Portal notification emails
- Ideas portal weekly summary email
- Manage portal spam
- Analyze ideas with AI
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
- 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
- Product value report
- 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
Knowledge
- Knowledge menu
- Documents
- Control workspace document access
- Frameworks
- Meetings
- Share documents
- Guest access
- Notes
- AI writing assistant
- Template library
- 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
- View Aha! records on whiteboards
- Create dependencies from a whiteboard
- Create Jira issues from your whiteboard
- Add Jira records to whiteboards
- Add ADO work items to whiteboards
- Create a whiteboard presentation
- Files
- Publish a knowledge base (Aha! Knowledge Advanced)
- Knowledge base settings (Aha! Knowledge Advanced)
- Knowledge base branding (Aha! Knowledge Advanced)
- Knowledge base homepage (Aha! Knowledge Advanced)
- Knowledge base access (Aha! Knowledge Advanced)
- Knowledge base visitor experience (Aha! Knowledge Advanced)
- Custom knowledge base domains (Aha! Knowledge Advanced)
- Custom knowledge base URLs (Aha! Knowledge Advanced)
- Meta descriptions (Aha! Knowledge Advanced)
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 stakeholder alignment: Set product strategy
- Best practices for stakeholder alignment: Review customer feedback
- Best practices for stakeholder alignment: Prioritize the best ideas
- Best practices for stakeholder alignment: Create your product roadmap
- Best practices for stakeholder alignment: Manage product launches
- Best practices for stakeholder alignment: Communicate roadmap progress
- 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
- Best practices for setting product strategy
- Best practices for capturing and prioritizing 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 Entra ID
- 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 | Entra ID
- Portal SSO | Microsoft Active Directory Federation Services (ADFS)
- Portal SSO | Salesforce
- Portal SSO | Link portal users to organizations (Advanced plan)
- Knowledge base SSO | SAML 2.0 (Aha! Knowledge Advanced plan)
- Knowledge base SSO | OpenID Connect (Aha! Knowledge Advanced)
- Knowledge base SSO | JSON Web Token (Aha! Knowledge Advanced)
- Knowledge base SSO | Google Cloud Identity (Aha! Knowledge Advanced)
- Knowledge base SSO | OneLogin (Aha! Knowledge Advanced)
- Knowledge base SSO | Entra ID (Aha! Knowledge Advanced)
- Knowledge base SSO | Microsoft Active Directory Federation Services (ADFS) (Aha! Knowledge Advanced)
- Knowledge base SSO | Salesforce (Aha! Knowledge Advanced)
- 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
Slack
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
- Portal notification emails
- Emailed ideas
- Proxy votes (Advanced plan)
- Segments (Advanced plan)
- Organizations (Advanced plan)
- Contacts (Advanced plan)
- AI-powered idea exploration (Advanced plan)
- Salesforce opportunity report (Advanced plan)
- Analyze ideas with AI (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
- Portal comments
- 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
- Documents
- Share documents
- Guest access
- Template library
- Notes
- AI writing assistant
- Meetings
- 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
- View Aha! records on whiteboards
- Create a whiteboard presentation
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 | Entra ID
- Portal SSO | Microsoft Active Directory Federation Services (ADFS)
- Share your SSO configuration between ideas portals (Advanced plan)
- Portal SSO | Troubleshoot single sign-on issues
- Portal SSO | Link portal users to organizations (Advanced plan)
Salesforce
ServiceNow
Slack
Zapier
Aha! Whiteboards
Aha! Whiteboards
Introduction
Settings
Create whiteboards
- Add a new whiteboard
- Annotation shapes
- Bulk edit
- Clip images
- Copy or paste style
- Crop images
- Custom colors
- Custom templates
- Edit image opacity and overlay
- Frames
- Group, align, and reorder content
- How to create a custom template
- Icons
- Images and media
- Lines and connectors
- Milestones shapes
- Navigate whiteboards
- Pen tool
- Progress bars
- Shapes
- Show whiteboard grid
- Show sticky note author
- Sticky notes
- Templates
- Text boxes
- The whiteboard toolbar
- Timeline shapes
- Whiteboard shortcuts
- Whiteboard tables
- Wireframes
Manage whiteboards
Collaborate on whiteboards
Account management
Account plans
Billing and users
Security and system requirements