The following actions are taken when you modify an account in Salesforce that is tied to an existing Aria account:
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Modify Account Field Mapping from Salesforce to Aria
Modify Account Field Mapping from Salesforce to Aria
Overview
- The modified account information is used to update the account in Aria.
- Depending on whether the replication process is completed successfully, the following happens:
- On success:
- The Aria account is updated with the changes made in Salesforce.
- On failure:
- An email is sent to the email address(es) specified in the Failure Notification Emails field in your Aria API configuration. The email will contain a list of the account parameters that caused an error.
The fields listed in Tables 3 and 4 below are replicated when you update an existing Aria account in Salesforce. You will see these fields if you are using the Aria page layouts. Alternatively, you can add the fields listed below to your existing page layouts.
Table 3: Field Mappings for the Account Object
| Salesforce | Aria |
| Aria_Status__c | status_cd |
| Aria_Client_Account_ID__c | client_acct_id |
| Aria_Id__c | acct_no |
| Parent.Aria_Id__c | senior_acct_no |
| Aria_Notify_Method__c | notify_method |
| Aria_Pay_Method__c | pay_method |
| Aria_Test_Account__c | test_acct_ind |
| Aria_Responsibility_Level__c | resp_level_cd |
| Aria_Billing_Contact__r.FirstName | bill_first_name |
| Aria_Billing_Contact__r.LastName | bill_last_name |
| Aria_Billing_Contact__r.Aria_Company_Name__c | bill_company_name |
| Aria_Billing_Contact__r.HomePhone | bill_phone |
| Aria_Billing_Contact__r.MobilePhone | bill_cell_phone |
| Aria_Billing_Contact__r.Phone | bill_work_phone |
| Aria_Billing_Contact__r.Email | bill_email |
| Aria_Billing_Contact__r.MailingStreet | bill_address1 |
| Aria_Billing_Contact__r.MailingStreet | bill_address2 |
| Aria_Billing_Contact__r.MailingState | bill_state_prov |
| Aria_Billing_Contact__r.MailingState | bill_locality |
| Aria_Billing_Contact__r.MailingCity | bill_city |
| Aria_Billing_Contact__r.MailingPostalCode | bill_postal_cd |
| Aria_Billing_Contact__r.MailingCountry | bill_country |
| Aria_Account_Contact__r.Aria_Company_Name__c | company_name |
| Aria_Account_Contact__r.FirstName | first_name |
| Aria_Account_Contact__r.LastName | last_name |
| Aria_Account_Contact__r.HomePhone | phone |
| Aria_Account_Contact__r.MobilePhone | cell_phone |
| Aria_Account_Contact__r.Phone | work_phone |
| Aria_Account_Contact__r.Email | |
| Aria_Account_Contact__r.Birthdate | birthdate |
| Aria_Account_Contact__r.MailingStreet | address1 |
| Aria_Account_Contact__r.MailingStreet | address2 |
| Aria_Account_Contact__r.MailingCity | city |
| Aria_Account_Contact__r.MailingState | state_prov |
| Aria_Account_Contact__r.MailingState | bill_locality |
| Aria_Account_Contact__r.MailingPostalCode | postal_cd |
| Aria_Account_Contact__r.MailingCountry | country |
Table 4: Field Mappings for the Account Plan Object
| Salesforce | Aria |
| Account_Plan__c.Units__c | master_plan_units |
| Account_Plan__c.Rate_Schedule_Aria_Id__c | master_plan_alt_rate_sched_no |
| Account_Plan__c.Client_Plan_Aria_Id__c | supp_plans |
| Account_Plan__c.Rate_Schedule_Aria_Id__c | supp_plan_alt_rate_sched_no |
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