Installation and Configuration

The following steps are required to install and configure the Aria Salesforce Connector:

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.

All Salesforce feature and product editions have limits that restrict the number of applications, objects, and tabs that can be used. Some of the resources that are used by the Aria SFDC connector that may influence the limits in the target Salesforce instance are categorized below as Standard Object Usage limits and System Usage limits.

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	---------	-----

Prior to installing the connector, you should be aware of the resources used by the connector to check the target Salesforce instance's current usage and usage limits for these resources to determine if the target usage balance count is sufficient enough for a successful connector installation. If you are installing the connector, and the usage count in the target instance exceeds the maximum permissible limit, Salesforce may not allow the connector to be installed. Please refer to the usage count chart above to reference Salesforce resources used by the connector.