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The Salesforce mobile app (Salesforce1) has been enhanced to display the plan hierarchy for a customer. This new custom action is displayed from the Account page layout, as shown below.
Clicking the Plan Hierarchy button displays parent-child relationships between plans. The plan name, units, and ACV display within the initial plan hierarchy. Clicking a specific plan displays additional fields (plan description, MRR, TCV, and ARR).
Refer to the Salesforce Mobile App Custom Actions article for more information.
Aria API configuration now includes a field where you can specify the default account collection group for new clients, as shown below. When a new account is created in Salesforce and saved/committed to Aria, it is assigned to the collection group specified on the Aria API Configuration screen. The default account collection group does not affect existing accounts.
Getting Here: Click Aria API Configurations > New
A Contact Email Address field has been added to the Plan Wizard page under the New Contact section, and to the Account Contact and Billing Contact information under the Form of Payment section. The email address information will by synced between Aria and Salesforce.
Getting Here: Click Opportunities > select an opportunity > New Quote
Getting Here: Click Accounts
When configuring Quick View settings, all components are now displayed on a single page, making it possible to see at a glance what is displayed in the account Quick View.
Getting Here: Click All Tabs > Aria General Configuration
Transactional data now syncs to Salesforce as transaction and payment events occur in Aria, rather than just on-demand or in batch jobs.