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Aria for Salesforce 2.6

Release Information

Salesforce Version

 Version 2.6

Note: This release was immediately preceded by Aria for Salesforce 2.0 release 1.3. Aria has changed the version numbering system starting with this release.

Production Date

6/24/2015

Aria for Salesforce System Requirements

Supported Browsers

  • Internet Explorer 9, 10, 11
  • Firefox 31
  • Chrome 36

Java Settings

Java 7.0

Screen Resolution

1024 x 768 or higher

Aria for Salesforce Features

Configuration Option to Set Default Payment Type to Tokenized Credit Card (SFDCDEV-93)

Getting Here: Click > + > Other Configs

A new configuration option is available to set the default payment method to tokenized credit card.

tokenizedcreditcard.png

Form of Payment Section Displays Last Four Digits of Tokenized Credit Card (SFDCDEV-94)

The Form of Payment section of the Accounts screen now displays the last four digits and expiration date of a tokenized credit card.

When entering the Form of Payment Information, the user enters credit card information and checks the Tokenized Credit Card box.

formofpayment1.png

After saving the information, only the last four digits of the credit card are displayed

formofpayment2a.png

Allow Commit and Save to Draft Controls Added to Opportunity Page (SFDCDEV-106)

Getting Here: Click Accounts > Opportunities > Select an opportunity

Two new fields have been added to the Opportunity Detail screen.

AllowCommit.png

  • Allow Commit - enables/disables the Commit button on the Visualforce screen when editing this opportunity
  • Allow Save As Draft - enables/disables the Save As Draft button on the Visualforce screen when editing this opportunity

Payment Date/Time Information Returned By get_acct_payment_history API (SFDCDEV-84)

The get_acct_payment_history API now returns payment date/time information.

Configuration of State and Country Picklists Added (SFDCDEV-137)

Getting Here:

  1. Click your user ID in upper right portion of the screen to open a dropdown menu.
  2. Click Setup from the dropdown menu. The left pane of the screen displays setup options.
  3. Scroll to Data Management in the left pane and expand it.
  4. Click State and Country Picklists. The State and Country Picklists screen opens.

statecountrypicklist.png

After following the instructions on the screen, you can now configure State and Country as picklist fields in Salesforce. The Salesforce Connector now supports State and Country picklists if they are enabled in Salesforce. The Country and State fields of the address of the Billing Contact are displayed as picklists in the plan wizard if these are enabled as picklists in Salesforce.

Aria for Salesforce Fixes

  • Not Able to Pay Using the Current Form of Payment on File For ACH  (TICKET-219)
  • Multiple Billing Intervals Were Not Working (TICKET-222)
  • Plan Hierarchy: Account Plans Were Not Displayed After Refreshing from Aria (TICKET-223)
  • Could not Assign a Coupon (TICKET-227)
  • Master Plans Were not Displaying in the Plan Wizard For Selection and Plan Grouping on Master Plan was not Working (TICKET-230)
  • SFDC Connector not Saving "Net Terms 30" Payment Method (TICKET-231)
  • An Error Occurred When Adding/Modifying Plans with Large Plan Catalogs (TICKET-232)
  • Credit Card Collections in Plan Wizard not Collecting Mid-Term (TICKET-234)
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Last modified
20:39, 20 Jul 2015

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