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Bypass Automatic Opportunity Creation
Bypass Automatic Opportunity Creation
Table of contents
The Bypass Automatic Opportunity setting prevents automatic opportunity creation at the time account plan changes sync to Salesforce. Use this setting if you want to sync only account details and do not want to sync account plans, coupons, contracts and orders.
The following examples are instances when automatic opportunity creation normally occurs. This setting prevents automatic opportunity creation in these situations.
- Real time sync from Aria to Salesforce due to Aria event notifications. Any time plan changes are made in Aria, the changes sync to Salesforce and create a new opportunity.
- The Refresh from Aria button may create new opportunities to sync new plan changes done in Aria.
- The Schedule job "AriaBatchAccountPlansUpdaterScheduler" may create a new opportunity to sync new plan changes done in aria.
Bypassing Automatic Opportunity Creation
To set your Salesforce instance to automatically bypass opportunity creation, use the following steps.
- Click your login ID in the upper-right portion of the screen.
- Click Setup from the drop-down menu. A list of setup options displays on the left side of the screen.
- Click App Setup.
- Click Develop, which displays below App Setup.
- Click Custom Settings, which displays just below Develop. The Custom Settings screen opens.
- Click Manage in the Action column next to Aria Custom Settings. The Aria Custom Settings screen opens.
- Click Edit next to SUPPRESS_SYS_OPP_CREATION. This setting allows you to bypass automatic opportunity creation. The Aria Custom Settings Edit screen opens.
- Select the Aria Boolean Key checkbox and click Save. This turns off automatic opportunity creation.
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