Once you complete the pre-installation steps and install the Aria Salesforce connector, you can configure your Aria Salesforce connector. To configure your Aria Salesforce connector, you must follow the steps as listed below:
- Configure your Aria Notifications
- Set up your Aria API configuration
- Whitelist the Salesforce IP Addresses
- Import your plans from Aria into Salesforce
- Schedule your nightly Apex jobs
- Assign or customize your page layouts
- Map Aria supplemental fields to Salesforce account fields
- Set Default Billing Options