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.
- 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
- Bypass Automatic Opportunity Creation (optional)