Aha! Ideas | Salesforce integration troubleshooting

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• Access

• Errors

• Symptoms

Access

If a Salesforce user cannot see the list of linked ideas in Salesforce:

• Ensure that the user has the Aha! Permission Set assigned within Salesforce.

• Ensure the user has Read access to Salesforce accounts, opportunities, and cases.

• Check the user's Profile in Salesforce (Setup Users) and ensure that Aha! classes are enabled in the following:

  • Enabled Apex Class Access

  • Enabled Visualforce Page Access

  • Enabled Custom Setting Definitions Access

• If the user's license is Platform and not Salesforce:

  • Create a new permission set for that license. Then go to Object Settings and add permission for Aha! Idea Links and Aha! Ideas and assign the new permission set to the user.

If a Salesforce user cannot access the ideas portal when clicking Request an idea or Browse all ideas:

• From your portal settings in your Aha! account, navigate to SSO Regenerate secret. Then navigate to your integrations and click Enable integration. A log message will appear that says Creating remote site AhaIntegrations. This will re-sync the secret to Salesforce.

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Errors

If you receive an error that says a Future method cannot be called from a future batch method:

• Ensure that you have installed the latest version of the Aha! package in Salesforce.

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Syncing

If data between your Aha! and your Salesforce account is not syncing as expected:

• Check that Aha! and Salesforce records are mapped appropriately between accounts.

  • If you set up mappings long ago and a new version of the Salesforce app has been installed, review and reconfigure your mappings again.

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