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Salesforce Prerequisites

Overview

Before using the Aria for Salesforce app, you must first complete the below prerequisite tasks:

Note: If you update the authorization key in Aria, you must also update the authorization key in the Aria for Salesforce app (All Tabs > Aria API Configurations).

Enable Automatic User Id and Password Generation

In order to create an account in Aria when you use Salesforce to save a plan assignment for the account to Aria, you must set up automatic user ID and password generation in Aria by enabling the following system settings in AdminTools:

Auto Gen Userid Rule

To enable this setting:

  1. Log in to AdminTools.
  2. Click Configuration > Client Settings> Miscellaneous Settings > Auto Gen Userid Rule.
  3. Select the desired user ID format.

New Acct Auto Gen Pw Rule

To enable this setting:

  1. Log in to AdminTools.
  2. Click Configuration> Client Settings > Miscellaneous Settings > New Acct Auto Gen Pw Rule.
  3. Select True.

Add Accounts and Opportunities to Your Default Display

If you do not see the Accounts and Opportunities tabs in Salesforce, you can add them to your default display by completing the following steps:

  1. Log in to Salesforce.
  2. Click the plus (+) sign .
  3. Click Customize My Tabs.

prereq6.png

  1. Click Accounts. 
  2. Click the right arrow.
  3. To add the Opportunities tab, scroll down the list of Available Tabs, click Opportunities, then click the right arrow.
  4. Click Save.

The Accounts and Opportunities tabs are added to your display.

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