Update Account Information

Overview

When an account is updated in Salesforce, the account is automatically updated in Aria with the new information.

Note: If an account’s plan assignment has not been saved to Aria, then account updates made in Salesforce are not reflected in Aria.

Getting Here: Click Accounts > select an account

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Example: You can select Aria Test Account to mark the account as a test account as shown below. An account marked as a test account in Salesforce is automatically marked as a test account in Aria. An account marked as a test account in Aria is automatically marked as a test account in Salesforce.

Note: Test accounts are not billed for plan or order-based charges.

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When the following fields on the account when updated, their information is sent to Aria: