After you enable quotes and set up your Salesforce profiles by completing pre-installation steps, install the Aria for Salesforce App by following the instructions in this article.
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Install the Aria for Salesforce Application
Install the Aria for Salesforce Application
Table of contents
Overview
Installing the Aria for Salesforce App
- Log in to Salesforce as a System Administrator.
- In your browser's address bar, paste the Salesforce package URL provided to you by Aria. If you are installing the package on a Salesforce sandbox, replace "login.salesforce.com" in the URL with "test.salesforce.com". If you are not logged into Salesforce, you may be prompted to enter your Salesforce login credentials to log in to your Salesforce instance.
- Enter the package password if prompted. Depending on your package, you may not need a password.
- Select one of the following installation options:
- Install for Admins Only - Aria for Salesforce will be installed with administrative options available
- Install for All Users - Aria for Salesforce will be installed without administrative options available.
- Install for Specific Profiles - Aria for Salesforce will be installed for the profiles you select. If you select this option, the available profiles display, and you can select the access that each one has.
This option allows you to map the Aria Admin User and Aria Standard User Profiles (included in the package) to your custom Aria Admin User and Aria Standard User Profile (which you created in the pre install procedure). This copies the access permissions required by the connector components to the two custom profiles you created and these two custom profiles can then either be used with the connector out of the box, or these two custom profiles can be used as a template to replicate the connector access permissions to your new custom profiles.
- Click Install.
- Select Yes, grant access to these third-party web sites.
- Click Continue.
This process may take some time. While the installation is in progress, you may see the following message:
When the installation is complete, you see the following screen.
You receive an email similar to the following after the installation is complete.
After the installation is complete, a new entry on your App Menu called Aria Systems displays.
Note: You may need to refresh your browser before the new entry displays.
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