Aria for Salesforce 3.17

The instructions below describe how to set a new default redirect URL at the Default Organization Level. 

Getting Here: Setup > Develop > Custom Settings > Aria Hierarchy Custom Setting

1. Click Manage. The custom settings for the organization display.  

2. Click New. 

3. Enter a redirect URL. URLs are configured using Salesforce merge fields (e.g.  /apex/configureServiceDelivery?id={!opportunity.opportunityid})

4. Click Save. A confirmation page displays. The redirect URL specified is now the default for the organization. 

Getting Here: Setup > Develop > Custom Settings > Aria Hierarchy Custom Setting

1. Click Manage. The custom settings for the organization display.  
2. Click New.

3. Select User or Profile from the Location drop-down. 
4. In the adjacent field, enter the User name or the Profile name. 
5. Enter the redirect URL. URLs are configured using Salesforce merge fields (e.g.  /apex/configureServiceDelivery?id={!opportunity.opportunityid})
6. Click Save. Whenever a user or a user with this profile commits an opportunity, they are directed to the redirect URL specified. 
7. The assigned redirect URL for the organization, user, and/or profile displays on Aria Hierarchy Custom Setting page. 

1. Go to an Account Detail page.
2. Click the pencil icon next to the Aria Account Functional Group.  The field displays a drop-down. 

3. Select the updated Aria Account Functional Group. 
4. Click Save. The group ID is saved and updated to Aria in real time.

1. Select the Aria Systems app.
2. Select the Aria General Configurations tab. 
3. Select Other Configs.
4. In the Account Section, check Disable New Account Billing Popup for Add/Modify Plans.

1. Update the following fields: 

2. Click Save. Fields are synced to Aria.  These fields are also synced from Aria to Salesforce during an Aria to Salesforce account sync.

Getting Here: Select an Account > Select an Opportunity > Add/Modify Plans > Billing Group module

From the Billing Group module, you can now update contact information by clicking the adjacent Edit link. 

Getting Here: Select an Account > Select an Opportunity > Add/Modify Plans button > Plan Selection and Configuration module

1. Click +Add.
2. Select plans to add to the opportunity.
3. Click Add. The selected plans display. This table is sorted by plan status (new first and then existing status) and for each plan status, the plans are sorted alphabetically by plan name.

For all modules that display the account summary in the upper right-hand corner, the time period for which the summary applies is displayed. 

The following abbreviations apply:

• Semi-Annual = SA
• Annual = YR
• Quarterly = QTR
• Monthly = MO

Previously the user was redirected to the Overview page from the Add/Modify Plans page.

When creating a new opportunity, you can view which plans belong to a billing group. When working with an existing opportunity, you can select the billing group to work with.

Getting Here: Select an Account > Create an Opportunity > Add/Modify Plans button

When you first click Add/Modify Plans after creating an Opportunity, a screen displays with a dropdown selector that displays billing groups. You may choose to work within only one billing group by only selecting plans within that billing group.  If you want to work with multiple billing groups, choose plans from more than one billing group by selecting the other billing group(s) from the drop-down. 

After you have selected the plans and billing groups, click Next and proceed with Add/Modifying Plans.  

When you return to the Billing Group module, the billing group information displayed depends on if you have more than one billing group assigned to the opportunity.

Getting Here: Select an Account > Select an Opportunity > Add/Modify Plans button > Billing Group module

If you have more than one billing group, the Select Billing Group dropdown displays. 

If you have selected plans from only one billing group, the Select Billing Group dropdown does not display.