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Aria for Salesforce 3.15

This article applies to:Aria Crescendo

Release Information

Salesforce Version

Version 3.15

Production Date

6/10/2016

Aria for Salesforce System Requirements

Supported Browsers

  • Chrome, most recent stable version
  • Firefox, most recent stable version
  • Internet Explorer 9, 10, 11
  • Safari 5, 6, 7 on OS X

Screen Resolution

1024 x 768 or higher

Aria for Salesforce Features

Credit Value Incorrect on the Transactions Tab (SFDCQA-477)

Due to a calculation error, Aria for Salesforce displayed incorrect credit values under Aria Transactions. To correct the calculation, a Credit Amount field has been introduced.

Getting Here: Select an Account > Scroll to Aria Transactions

Credit Amount Column 3.15.png

NOTES:

1) The display of your account landing screen is highly customizable through the Customize Page and Edit Layout links at the top your account screen. If your screen layout does not include the Aria Transactions related list (as shown above) on your account page, refer to Salesforce help documentation regarding Custom Related Lists. 

2) This list is refreshed from the Refresh Aria Transactions button, as long as the Sync Aria Transactions to SFDC object custom setting is turned ON. 

 

Aria for Salesforce now computes the correct credit amount as follows: 

  1. Transaction history is sorted by the Transaction ID, with the first record as the most recent transaction ID.
  2. The Ending Balance of the first record is identified as the current account balance, and used in the subsequent calculation.
  3. One of the following calculations occurs:
If the transaction is a: Then the calculation is: 
Charge Amount

Ending Balance – Charge Amount = Starting Balance

Example:

120.00 - 20.00 = 140.00

Credit Amount

Ending Balance + Credit Amount = Starting Balance

Example:

120.00 + ( -20.00) = 100.00

Aria Transactions Button

In addition, UI changes have been made to display the Credit Amount.

Getting Here: Select an Account > Click the Aria Transactions button.

Aria Transactions Button_3.15.png

The Aria Transactions button sends a real-time call to Aria and returns the most recent transactions, displayed from the newest to oldest.

Transaction History Button_3.15.png

This screen displays the Charge Amount and Credit Amount for individual transactions and calculates the Starting Balance and Ending Balance. Any negative values display within parenthesis. 

If you select a plan from the Subscriptions drop-down, the list filters the transactions by plan and the starting and ending balances do not calculate. 

Transaction Filtered by Plan_3.15.png

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