Home > Aria6 User Documentation > Aria for Salesforce > Salesforce Connector 1.0 > Installation and Configuration > Complete Pre-Installation Steps

Complete Pre-Installation Steps

Overview

The Aria Salesforce connector pre-installation includes the following two steps:

  1. Enable quotes
  2. Set up Salesforce profiles

Enable Quotes

If you have not used the quotes functionality in the past or if you are new to Salesforce, you must enable quotes.

  1. Log in to Salesforce as a System Administrator.
  2. Click Customize.

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  1. Click Quotes.
  2. Click Settings.

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  1. Select Enable Quotes.
  2. Click Save.

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Set up Salesforce Profiles

You must set up your Salesforce profiles to provide your Salesforce users with functionality available to Aria profiles.

Note: It is highly recommended that you create two new profiles that you will then map to the Aria profiles during the installation process. This provides you access to the two Aria profiles after the installation process. If you do not create the two aforementioned profiles or map your existing profiles to the two Aria profiles during the installation process, you will not be able to access the Aria profiles after the installation process.

  1. Click Manage Users.

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  1. Click Profiles.

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  1. Click New Profile or Clone.

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  1. Select the Existing Profile that the new profile should be based on.
  2. Enter the Profile Name. You can enter each of the two profile names that you will map to the Aria profiles during the installation process. These profile names are:
  • Aria Standard User
  • Aria Admin User
  1. Click Save.
  2. Repeat steps 3-6 above to create the second profile that you will map to an Aria profile.

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