The following steps are required to install and configure the Aria Salesforce Connector:
The following steps are required to install and configure the Aria Salesforce Connector:
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Note: If you are using a beta version of Aria for Salesforce, you must uninstall it before installing a new beta or a production version.
Include the plans that you want to display in Salesforce in a promotional plan set in AdminTools. Associate the promotional plan set with a promotion code. During the Salesforce configuration process, you will specify the promotion code that should be used to retrieve plans for display in Salesforce. The master plans associated with the promotion code, along with the corresponding supplemental plans, will be displayed in Salesforce.
Today, if currency management is enabled on an SFDC organization, it does not affect our connector installation. If ACM (Advanced Currency Management) is also enabled, then the ACM has to be disabled before installing the connector, and then enabled again.
Note: If you want all of your plans to be displayed in Salesforce, you must use AdminTools to include all of your plans in a promotional plan set. You can then associate the promotional plan set with a promotion code.
Standard Object Usage | System Usage | ||||
Item | Account | Opportunity | Quote | Item | Usage |
Custom Fields | 45 | 14 | 12 | Custom Tabs | 16 |
Custom Relationship Fields | 2 | 0 | 0 | Custom Objects | 28 |
Active Lookup Filters | 2 | 0 | 0 | Custom Settings | 1 |
Active Validation Rules | 1 | 0 | 0 | --------- | ----- |
Salesforce’s supported browsers are:
There are two Aria profiles available within the Aria Salesforce Connector. During the installation process, you must associate each of your Salesforce profiles with your chosen Aria profile.