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Aria for Salesforce 3.21

Table of contents
  1. Release Information
    1. Salesforce Version
    2. Production Date
  2. Aria for Salesforce System Requirements
    1. Supported Browsers
    2. Screen Resolution
  3. Aria for Salesforce Features
    1. Changes to get_catalog_hierarchy_m to Ensure All Plans Are Synced With Salesforce (SFDCDEV-226)
    2. Account Plan Model Updated to Handle Master and Supplemental Plan Instances Separately for Accounts and Opportunities (SFDCDEV-235)
      1. Data Model Change
    3. Additional Enhancements for Parallel Opportunities (SFDCDEV-236)
  4. Aria for Salesforce Fixes
    1. Pop-up Screen on "Configure" of a plan (TICKET-576)
    2. Nightly jobs were failing with error message (TICKET-609)
    3. Missing response in Salesforce after account create (TICKET-623)
    4. "Argument cannot be null" error (TICKET-625)
    5. TCV and ACV were not updating on an opportunity until additional plans were added to the account (TICKET-627)
    6. Unable to commit opportunity to create Aria account due to SOQL error (TICKET-629)
    7. Refresh from Aria does not work on some larger accounts (TICKET-645)
    8. Add/Modify plans button fails on opportunity with an apostrophe in name and duplicate records created when failures occur (TICKET-661)
    9. Unable to cancel migrated plans from Salesforce (TICKET-679)
    10. Error message of "You have uncommitted work pending. Please commit or rollback before calling out" (TICKET-681)
    11. Cancellation occurring in the past (TICKET-688)
    12. Issues with Custom Permissions (TICKET-690)
    13. Account plans were out of sync after "Swap plans" (TICKET-703)
    14. Tax line amount is editable when creating cash credit on Services (TICKET-708)
    15. Amount mismatch on rebill in Salesforce and Aria (TICKET-717)

Release Information

Salesforce Version

Version 3.21

Production Date

2/08/2017

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

Changes to get_catalog_hierarchy_m to Ensure All Plans Are Synced With Salesforce (SFDCDEV-226)

This feature leverages updates made in the Aria Crescendo 10.0 Release which added several input and output parameters to the get_catalog_hierarchy_m API. The new parameters supported code changes to implement pagination in Aria for Salesforce.  This pagination ensures all plans sync into Salesforce and prevents timeouts.

Note: Refer to Enhancements to get_catalog_hierarchy_m API (DEV-7884) in the Aria Crescendo 10.0 release notes for more information about the API update.  

Account Plan Model Updated to Handle Master and Supplemental Plan Instances Separately for Accounts and Opportunities (SFDCDEV-235)

The ASF3_Account_Plan_c object, related objects, and child objects (e.g. contracts, billing groups) have been updated so records committed to Aria are updated on the account, and not on the opportunity. Previously, record updates were made to both the account and the opportunity. 

This update simplifies the data structure, and allows for more robust reporting and calculation of commission. Handling the records separately for accounts and opportunities also addresses the issue of missing plan instance information on an account when an opportunity is deleted.

Data Model Change

The logic of the ASF3__Account_Plan__c.ASF3__Opportunity__c field is now used to indicate if the plan is on an opportunity or on an account. If ASF3__Account_Plan__c.ASF3__Opportunity__c is not null, then the account plan is on an opportunity. If the field is null, then the account plan is on the account.

This new logic is used in queries within the connector, for example, when refreshing from Aria.  This model change also updates the logic when committing an opportunity to Aria.  Previously, when committing, the logic updated the account plan records on the opportunity. Now, the logic updates the account plan records on the account (the records where ASF3__Opportunity__c = null). 

During an account refresh from Aria, this model does not create new opportunities when the Aria account is out of sync with the Salesforce account. It now updates the account plans and its related objects directly on the account.

Additional Enhancements for Parallel Opportunities (SFDCDEV-236)

This enhancement adds the ability to view plans by billing groups from the Account Overview screen.  After selecting the billing group and associated plans you want to view, click Add/Modify Plans.  The Add/Modify Plans page, with the billing group and associated plans selected on the Account Overview page displays.

Getting Here: Click Accounts > Scroll to the Account Plans section

BG and Add Plans Drop-Down 3.21.png

Aria for Salesforce Fixes

Pop-up Screen on "Configure" of a plan (TICKET-576)

The retroactive billing start date value was overridden during plan save. The logic has been updated so that if no value is entered or the field is not displayed on plan selection page, the value remains the same.

Nightly jobs were failing with error message (TICKET-609)

The nightly job were failing with the error message 'AsyncApexExecutions' due to oversized data loads. The logic has been reset to a limit of 25000 records at a time. 

Missing response in Salesforce after account create (TICKET-623)

The response for account create was missing in Salesforce. While committing an opportunity, an exception was encountered when updating the opportunity that prevented the Aria ID from stamping the processed account. The code for committing has been modified to prevent this exception.

"Argument cannot be null" error (TICKET-625)

The error "Argument cannot be null" was thrown on older versions of Aria for Salesforce.  The update to the data model per SFDCDEV-235 prevents this issue from occurring in Aria for Salesforce 3.21.  

TCV and ACV were not updating on an opportunity until additional plans were added to the account (TICKET-627)

The TCV and ACV values were not stamped in Salesforce during a contract save. The code has been updated to include the the TCV and ACV calculation.

Unable to commit opportunity to create Aria account due to SOQL error (TICKET-629)

At the time of sync, an incorrect product field was created which prevented the opportunity from committing. The field has been removed. 

Refresh from Aria does not work on some larger accounts (TICKET-645)

Refresh from Aria was not working for some larger accounts. In the API response from Aria for get_acct_plans_all_m, information not relevant for Aria for Salesforce was included for each plan. Thus the response size was exceeding limits and failing the refresh. To address this issue, a flag in Aria for get_acct_plans_all_m has been updated to send only relevant data.  

Add/Modify plans button fails on opportunity with an apostrophe in name and duplicate records created when failures occur (TICKET-661)

Javascript code was unable to successfully complete when an opportunity used a name with a single or double quote. In addition, a duplicate opportunity was created when this code failed. The javascript code and URL redirection has been updated to correctly handle this use case. 

Unable to cancel migrated plans from Salesforce (TICKET-679)

Plans migrated from Salesforce could not be cancelled. This issue was due to the client plan instance ID containing an alphanumeric value when Aria for Salesforce expected a numeric value. The behavior has been updated to support an alphanumeric client plan instance ID. 

Error message of "You have uncommitted work pending. Please commit or rollback before calling out" (TICKET-681)

An error was logged at the time of sync stating "You have uncommitted work pending. Please commit or rollback before calling out". This was due to the order of jobs and the database update. The execution of jobs and database updates have been updated to prevent this error.

Cancellation occurring in the past (TICKET-688)

The Offset Months and Alternate Pro-ration start date were missing on the plan selection interface under Pro-Ration Charges Options. These labels have been added and now display in the interface.

Issues with Custom Permissions (TICKET-690)

On the plan viewer page (account plan section on account page), the configuration fields and billing group fields were not controlled by the custom permissions. This interaction was not yet implemented, but has since been activated. 

Account plans were out of sync after "Swap plans" (TICKET-703)

The account plans were out of sync after "Swap plans" in the older version of Aria of Salesforce. This issue was due to a UI issue when swapping plan on the UI and a code issue when refreshing plans after commit. These issues have been corrected. 

Tax line amount is editable when creating cash credit on Services (TICKET-708)

The tax line for cash credit on services was editable due to a lack of code differentiating invoice line items (which allow tax editing) and services. The logic has been updated to display data on the basis of tax_related_ind from the API response so for the services tax line item the amount cannot be edited.

Amount mismatch on rebill in Salesforce and Aria (TICKET-717)

The amount values were not same on Rebill Invoice Line Items in Salesforce and Aria due to an API attribute that was not mapped correctly to the charge total. Code has been updated to map the amount attribute in get_invoice_details_m to the charge total in the Salesforce.

 

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