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Home > User Documentation > Aria for Salesforce > Salesforce Connector 1.0 > Salesforce Integration > Plan Wizard

Plan Wizard

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Overview

Aria offers a wizard application to ensure that important plan information is defined when creating and assigning plans.  The wizard features top navigation with links to each phase of plan construction.

Select Plans arrowv2.png

Upon selecting a plan, you may navigate to any stage within the navigation.  However, to follow the workflow, it is best to move through each stage using the Next button at the bottom of the page.

plan wizard 2.png

Other buttons allow you to review and checkout your plan, save your changes to continue later, and cancel the plan modifications on that page.

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Last modified
20:44, 20 Jul 2015

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