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Assign a Plan to an Account using Salesforce

Overview

Once you have either created a new account within Salesforce or imported an account from Aria into Salesforce, you can assign a plan to an account by following the steps in this article.

Assigning a Plan to an Account using Salesforce

Getting Here: Click Accounts > select an account

  1. Click Add/Modify Plan.  

Note: When you create a plan assignment on an account, a new opportunity is automatically created in Salesforce.

  1. Hover your mouse over a plan name to see the services and rate schedules associated with the plan.
  2. Select the master plan that you want to assign to the account.
  3. Click the arrow to see the supplemental plans associated with your selected master plan.
  4. Select any supplemental plans that you want to assign to the account. 

If there are any child plans associated with supplemental plans, they will be displayed.

  1. If applicable, change the number of units of each plan that the customer wants to purchase.
  2. Click Rate Schedule if you want to assign a rate schedule other than the default rate schedule to a plan.
  3. If you want to assign a different rate schedule to a plan, do either of the following:
  • Click Select to assign an alternate rate schedule to the plan. The currently assigned rate schedule is marked with a green check. The name of the plan to which you are assigning a rate schedule is displayed in orange. Click on a different plan at the top of the screen to change the rate schedule for that plan.
  • Click Set Custom Rates.

When you assign a master plan to an account, the currency of the default rate schedule for the plan becomes the assigned currency for the account. The supplemental plans associated with a master plan are only the ones available in the master plan’s currency.

Note: If you select a rate schedule for a different currency, any supplemental plans that you chose will be deselected. You must click Plans at the bottom of the screen to select the supplemental plans that are available in the selected currency.

  1. If you are creating custom rates for the customer:
    1. Type in the new rate schedule.
    2. Click Save Rates.
  2. Click Review Summary and Checkout.

A summary of the recurring charges display at the bottom of the screen.

  1. Click Save to Aria.

If you are not ready to save the plan to Aria, you can click Save as Draft.

Note: If you are assigning a plan to an account that has not been saved to Aria, you will not be able to set billing options. When you save the account to Aria, the plan assignment will take effect immediately.

  1. Within the Commit Changes to Aria field, click Save to Aria.

After the plan assignment and the account have been saved to Aria, the Account screen will be displayed. The assigned plans will be listed in the Account Plans section in the Active status as shown below. The MRR Per Plan column shows the monthly recurring revenue for each plan. MRR Per Plan reflects only recurring charges and does not include usage-based or one-time charges.

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In the Aria Fields section, the Aria MRR Total reflects the monthly recurring revenue for Aria plans as shown below. The Aria MMR Total reflects only Aria plans, not Salesforce products. Refer to the Salesforce Field Calculations article for additional information.

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