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Home > User Documentation > Aria for Salesforce > Aria for Salesforce 2 > Salesforce Integration

Salesforce Integration

Overview

Aria for Salesforce is a managed package, (meaning the code is hidden and the application can be easily upgraded with new versions), that provides the following features and capabilities.

Features of Salesforce Integration

  • The Aria product catalog, consisting of plans, services, and rates, is automatically synchronized once a day with Salesforce. The synchronization takes place at the time specified in your Salesforce configuration.

Note: Only the Aria plans associated with your specified promotion code are synchronized with Salesforce. The promotion code is specified in your Salesforce configuration.

  • Accounts created in Aria are automatically created in Salesforce.

Note: When an account is created in Aria, it is created in Salesforce only if it is subscribed to a master plan associated with your specified promotion code and the master plan has been synchronized with Salesforce. The promotion code is specified in your Salesforce configuration.

  • Accounts updated in Aria are automatically updated in Salesforce with the modified information and vice versa.  
  • Accounts created in Salesforce with plan assignments linked to Aria are automatically created in Aria.
  • Parent-child account relationships are automatically synchronized between Aria and Salesforce.
  • An account marked as a test account in Aria is automatically marked as a test account in Salesforce and vice versa.
  • A wizard to assist in intelligent and organized plan assignments in Salesforce.

 


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Last modified
20:41, 20 Jul 2015

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