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Aria for Salesforce 3.9

This article applies to:Aria Crescendo

Release Information

Salesforce Version

Version 3.9

Production Date

12/14/2015

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  

Expose Billing Groups  (SFDCDEV-165)

This feature, when enabled, makes billing groups more easily accessible and modifiable from the Aria for Salesforce interface.  You can enable or disable this billing group functionality through Aria General Configurations > Other Configs.

Active Plans Tab

Getting Here: Select an account > Scroll to the Account Plans section > Active Plans 

Active Plans Tab.png

1.png

A drop-down displays the title, billing group name, and number for each billing group associated with the account.

2.png

An Edit link opens the following Edit Billing Group Attributes screen, where you can input and modify the billing group attributes.

Edit Billing Groups.png

3.png  An Add/Modify Plans button opens the Add/Modify Plans screen.

​From an Opportunity, select a new or existing billing group when adding or modifying plans

Getting Here: Select an account > Select an Opportunity > Add/Modify Plans

  • When you click Add/Modify Plans from an opportunity, a new screen offers you the option of selecting an existing billing group or creating a new billing group.  When you select New Billing Group,  the Add Billing Group Attributes screen displays where you can configure the new billing group. 
    ChooseBillingGroup.png

 

Opportunity Screen

Getting Here: Select an Account > Select an Opportunity > Scroll to Account Plans

  • The Account Plans associated with the selected opportunity are now grouped by billing group. 
  • A drop-down is now available that shows the title, billing group name, and number for each billing group associated with the opportunity.
    Opportunity_AccountPlan.png

Salesforce Connector User Experience Enhancements  (SFDCDEV-166)

Several screens within Aria for Salesforce have been redesigned to improve the user experience, including the following:

​Add/Modify Plans Screen 

Getting Here: Select an account > Scroll to Account Plans > Add/Modify Plans 

OR

Select an Opportunity > Add/Modify Plans 

  • A new module has been added to the top right of the screen that displays the total charges, existing charges, new charges, and cancellations.

New Module.png

  • The Promotions section now displays a table that lists any Coupons or Discount Rules assigned to the account.

Promotions.png

Aria for Salesforce Fixes

  • The Tooltip Did Not Display When Hovering Over Discount Types and Template Columns in Promotions Section of Add/Modify Page (TICKET-318)
  • Amount Field of Transaction Object Rounded the Amount Value (TICKET-319)
    • A new field "Transaction Amount" has been added to the "Aria Transaction" object to store and display transaction amount in decimals. The previous field "Amount" has been deprecated. New Aria transactions syncing to Aria for Salesforce will now have the transaction amount updated to the new field "Transaction Amount".

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Last modified
18:12, 17 Dec 2015

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