Once you complete the pre-installation steps and install the Aria for Salesforce app, you can configure your Aria for Salesforce app by following the steps listed below.
- Configure your Aria Notifications
- Set up your Aria API configuration
- Whitelist the Salesforce IP Addresses
- Import your plans from Aria into Salesforce
- Schedule your nightly Apex jobs
- Assign or customize your page layouts
- Define Plan Hierarchy Field Set
- Map Aria supplemental fields to Salesforce account fields
- Set Default Billing Options
- Enable Salesforce Mobile App (optional)
- Bypass Automatic Opportunity Creation (optional)
Topics
Configure your Aria Notifications
Set up your Aria API configuration
Whitelist the Salesforce IP Addresses
Import your plans from Aria into Salesforce
Schedule your nightly Apex jobs
Assign or customize your page layouts
Define Plan Hierarchy Field Set
Map Aria supplemental fields to Salesforce account fields
Enable Salesforce Mobile App (optional)
Bypass Automatic Opportunity Creation (optional)