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Turn on Aria Catalog to SFDC Product Sync

Overview

If you would like to populate and sync standard Salesforce products with Aria catalog (client plans), you can turn on the Aria Catalog to SFDC Product Sync. Using Standard Salesforce products creates opportunity products and quote line items when account plans are quoted, added, or updated. 

This sync must first be configured by following the steps below.

Turning on Aria Catalog to SFDC Product Sync

Getting Here: Click Setup

  1. Expand the Develop module from the App Setup pane.

developv2.png

  1. Click Custom Settings.
  2. Click the Manage link next to Aria Custom Settings.

aria custom settingsv2.png

  1. Click the Edit link next to Aria Catalog to SFDC Product Sync.

aria catalog product syncv2.png

The Edit Aria Custom Settings page displays.

  1. Click the Aria Boolean Key checkbox.

edit aria custom settingsv2.png

  1. Click Save.
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