Aria For Salesforce 4.3 Release Notes

Aria’s Salesforce integration has been enhanced with this release to support Termed Agreements functionality in its Lightning application (this functionality is already included in Aria Salesforce Classic). With this release, you can do the following:

• Add or remove contracts to opportunities using termed agreements.
• Modify contract terms (including the start and end date or duration as well as contract termination actions).
• Add or remove plans covered by a contract within an opportunity through a termed agreement.
• Define an end action at the end of the contract or termed agreement.

Termed Agreements with one or more contracts can be applied to one or more plans within an account or to an entire account (learn how to work with termed agreements).

After creating an account and an opportunity, press the Manage Plans button in the upper right corner of the Opportunity page. Select Manage Plans > Terms of Agreement. All Agreements appear in the grid; press the button to Add Agreements. Enter the Client Contract ID and specify a Date Range or Duration for the opportunity (contract start date cannot be earlier than plan activation date). Select an End Action for the opportunity (Continue existing service without contract is the default) and click the link to assign plans. Press Save, and your contract appears on the All Terms of Agreement page.

Related tickets: SFDC-410, SFDC-411, SFDC-412, SFDC-413, SFDC-414, SFDC-415, SFDC-416, SFDC-417, SFDC-418, SFDC-419, SFDC-421, SFDC-422, SFDC-423, SFDC-424, SFDC-431, SFDC-492