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Aria for Salesforce 2.0 Release 1.2

Release Information

Salesforce Version

Version 2.0

Production Date

3/31/2015

Aria SFDC 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 SFDC Features

Enhanced Salesforce Mobile App (SFDCDEV-60)

The Salesforce mobile app (Salesforce1) has been enhanced to retrieve and display the latest Aria data on a mobile device and provide a "Quick View" of the account. To support these enhancements, the Salesforce mobile app now displays three new actions from the Account page layout, as shown below.

mobile app3v2.png

Refresh from Aria Click to refresh all account data, including account details, account plans, account supplemental fields, contracts, coupons, orders, and payment method.

Refresh Aria Transactions Click to pull transaction records (transactions, statements, comments, payments, refunds, invoices, etc.) on-demand. This sync is also included in the "AriaBatchAccountDetailsUpdaterScheduler" job. Additionally, these transaction records are pulled in real-time when an account is created in Salesforce and is pushed to Aria via the Commit button.

Quick ViewClick to see an account summary based on transaction records pulled from Aria. Only the components that are configured to be shown will display. Please refer to the Account Quick View article for how to configure Quick View sections.

Note: The Refresh Aria Transactions and Quick View actions will only display if the Sync Aria Transactions to SFDC Objects setting is turned on.

Implementing this Feature

Individual users can download the Salesforce mobile app from the App Store or Google Play. Administrative users can also enable mobile users to access Salesforce through the mobile browser app by following the steps below.

Getting Here: Click Setup > Mobile Administration > Salesforce1 > Settings

mobile settingsv2.png

  1. Select the Enable the Salesforce1 mobile browser app checkbox.

app settingsv2.png

  1. Click Save.

When the mobile browser app is enabled, individual users can turn off the Salesforce1 redirection for themselves in one of the following places:

  • From the navigation menu in the mobile browser app, by tapping Full Site.
  • Within the full site, by deselecting the Salesforce1 User checkbox from either My Settings, Personal, Advanced User Details or Setup, My Personal Information, or Personal Information.

Please refer to the "Setup the App for Your Users" section within the Administrative Rollout Guide for more instruction.

In addition, Salesforce Administrators will need to add the three new Custom Actions to the appropriate page layouts (in the desired order) by using the standard Salesforce page layout editor on their desktop. Custom Actions added to a page layout are automatically displayed as Quick Actions in Salesforce1.

Added Support for Aria’s HTTP OAuth 2.0 Event Notifications for Real Time Sync (SFDCDEV-54)

Aria for Salesforce 2.0 has been enhanced to support Aria’s HTTP OAuth 2.0 event notifications, which means that the Aria for Salesforce app now has two mechanisms to sync data from Aria (Email Notifications and HTTP Notifications). You must first configure the authorization in Salesforce and Aria to begin receiving HTTP Notifications for syncing accounts by following the below tasks.

  1. Retrieve Consumer Key and Consumer Secret from Salesforce.
  2. Configure notifications through OAuth within Aria.

Each of these tasks are described in detail below.

Retrieve Consumer Key and Consumer Secret from Salesforce

Getting Here: Click Setup > Create > Apps

Note: To support Aria Event Notifications in Salesforce through OAuth 2.0, you must be logged into Salesforce as a System Administrator.

  1. Click the New button within the Connected Apps section.

The New Connected App page displays.

  1. Complete the following fields within the Basic Information section:
  • Enter the name of the connected application in the Connected App Name field.
  • Enter the name of the API used when referring to your application from a program in the API Name field.

This field auto-populates, defaulting to a version of the Connected App Name, without spaces.

  • Enter an email that Salesforce should use for contacting you or your support team in the Contact Email field.
  • Fill in any applicable, non-required fields.

basic infov2.png

  1. Complete the following fields within the API (Enable OAuth Settings) section:
  • Select the Enable OAuth Settings checkbox under the API (Enable OAuth Settings) section to configure authentication settings.

Additional fields populate.

  • Enter a callback URL (endpoint) in the Callback URL field that Salesforce calls back to your application during OAuth.

The callback URL can be the same value as the "Aria Remote site URL" value specified in the Aria API Configuration, or it can be a placeholder value, such as http://localhost:3000/oauthcallback.html. The callback URL is a mandatory field for the OAuth configuration, but is not used by the Aria for Salesforce app, so it can be any placeholder value.

  • Select the Full access (full) option from the Available OAuth Scopes field. Add all other supported OAuth scopes to the Selected OAuth Scopes field.

These scopes refer to permissions given by the user running the connected application, and are followed by their OAuth token name in parentheses.

api sectionv2.png

  1. Click Save.

The saved configuration displays.

  1. Save the Consumer Key and Consumer Secret information.

You will need to provide these within Aria's Event Notification settings.

test oauthv3.png

Configure Notifications through OAuth within Aria

Getting Here: Click Configuration > Notifications > Events

  1. Choose the event type for which you want to configure the notification through OAuth (e.g. Accounts, Orders...etc.).

eventsv2.png

  1. Click the Step Results tab.
  2. Click the +Add another step button.

A new Step Result form populates.

add stepv2.png

  1. Adjust the number in the Order field, if you have multiple steps and would like to rearrange the order.
  2. Select the OAuth Method from the Method drop-down.

Additional fields populate.

step2v2.png

  1. Complete the following fields:
  • Enter your Salesforce login ID in the User ID field.
  • Enter your Salesforce password in the Password field.
  • Enter the previously generated consumer key in the Consumer Key field.
  • Enter the previously generated consumer secret in the Consumer Secret field.
  • Enter a Salesforce security token in the Security Token field.
  • Enter the endpoint URL in the below format for different instances in the Endpoint URL field.
    • For Salesforce Sandbox org: test.salesforce.com/services/apexrest/ASF2/ariaHttpsEventListner
    • For Salesforce Production org: login.salesforce.com/services/apexrest/ASF2/ariaHttpsEventListner
  1. Click Save.

Aria SFDC Fixes

  • Non-Subscription Offerings Display the USD Rates When Account Currency is DKK (SFDCDEV-76)
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Last modified
20:39, 20 Jul 2015

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