Integrate with Salesforce

Associate opportunities with ideas

Sales and support teams can search your ideas portal directly from Salesforce to see whether a suggestion already exists or create a new one. Once linked, information about the opportunity — including the customer who requested it and its value — appears on the idea's record in Aha! Ideas.

Understand customers and their needs

Sync accounts in Salesforce with organizations in Aha! Ideas so you can view important company details (such as industry, location, and size) alongside feedback requests. When any company details change in Salesforce, those changes will automatically display in Aha! Ideas.

Promote high-value ideas

Instantly identify ideas that will have the biggest impact with the Salesforce opportunity report. Sync account and opportunity data from Salesforce to analyze feedback by customer, segment, and potential value. This way, you can make more informed prioritization decisions and delight your customers.

Notify sales and support about idea status

Share progress on ideas with customer-facing teammates. This integration makes it easy for Salesforce users to track the status of ideas. Teammates can see whether an idea is planned, in progress, or shipped within each opportunity or support case. You can also create triggers in Salesforce to notify cross-functional groups of any status changes — helping you provide customer-facing teams with the latest information.

The Salesforce integration is included in Aha! Ideas Advanced as a standalone solution or an upgrade to any Aha! Roadmaps plan. If you are not already an Aha! customer, sign up for a 30-day trial to try the integration for free. You can also enable a trial of Aha! Ideas Advanced in your existing Aha! Roadmaps account:

• Install the latest Aha! ideas package directly within your Salesforce account

• Create a private ideas portal in Aha! Ideas and configure single sign-on

• In Aha! Roadmaps or Aha! Ideas, go to Settings ⚙️ —> Account and add the Salesforce integration

• Authenticate the integration and enable idea capture

• Map fields between Salesforce and Aha! Ideas

Find detailed instructions and videos about each step in our Salesforce support documentation for Aha! Roadmaps or Aha! Ideas Advanced. Or contact our Customer Success team at support@aha.io for help setting up your integration.

Salesforce is a provider of cloud-based CRM software. Founded in 1999, the Salesforce product suite helps businesses manage customer relationships, sales, service, marketing, and analytics. Salesforce offers many integrations through its AppExchange marketplace and extensive partner networks so customers can extend their CRM capabilities and connect business systems.

If you need help with your Salesforce account, visit Salesforce's support page.