You're on your way to the next level! Join the Kudos program to earn points and save your progress.
Level 1: Seed
25 / 150 points
1 badge earned
Challenges come and go, but your rewards stay with you. Do more to earn more!
What goes around comes around! Share the love by gifting kudos to your peers.
Join now to unlock these features and more
We have a need to track one or more customers to an Idea so we can generate reports that show "We completed x items for Customer A" or "We have x items on the roadmap for Customer A".
Using a multi-select dropdown is an option but we have over 20k customers so this doesn't scale well and I am not aware of an easy way to import a list that large into a dropdown. (or keep it updated).
Insights seems to be another option but requires the user to copy in the Account from Salesforce. We are also not sure if we can accurately report on this data in comparison to a normal JPD field.
How are others solving this need?
Wanted to chime in and say that this is very much needed. With Jira Software we use an integration from AppFire for Salesforce x Jira to associate accounts and opportunities with tickets, but it does not get surfaced in Product Discovery. With JPD we are currently tracking by plugging the affected customers account URLs from Salesforce in Insights, which is messy.