1024 x 768 or higher
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.
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 View– Click 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
When the mobile browser app is enabled, individual users can turn off the Salesforce1 redirection for themselves in one of the following places:
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.
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.
The New Connected App page displays.
This field auto-populates, defaulting to a version of the Connected App Name, without spaces.
Additional fields populate.
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.
These scopes refer to permissions given by the user running the connected application, and are followed by their OAuth token name in parentheses.
The saved configuration displays.
You will need to provide these within Aria's Event Notification settings.
Configure Notifications through OAuth within Aria
Getting Here: Click Configuration > Notifications > Events
A new Step Result form populates.
Additional fields populate.