Home > Aria Crescendo Documentation > Aria for Salesforce > Configuration

Configuration

Table of contents
  1. Overview
  2. Prerequisite
    1. Topics

Overview

The following steps are required to install and configure the Aria for Salesforce app:

Note:  Implementation of this tag is optional since Salesforce is PCI compliant.  Use this JavaScript tag if you support a custom functionality for credit card payments outside of the Salesforce connector.  

Prerequisite

Include the plans that you want to display in Salesforce in a promotional plan set in Aria. Associate the promotional plan set with a promotion code. During the Salesforce configuration process, you will specify the promotion code that should be used to retrieve plans for display in Salesforce. The master plans associated with the promotion code, along with the corresponding supplemental plans, will be displayed in Salesforce.

Topics

Configure your Aria for Salesforce app

Aria for Salesforce "Loader"

Create Aria-Salesforce Field Mappings

(Optional) Aria PCI 3.0 JavaScript Tag Implementation

Assign Redirect URLs

Set Tax Rates

Salesforce Prerequisites

Restrict Access to Service and Cash Credits

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