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Home > User Documentation > Aria for Salesforce > Salesforce Connector 1.0 > Installation and Configuration > Create Aria-Salesforce Field Mappings > Create Account Field Mapping from Salesforce to Aria

Create Account Field Mapping from Salesforce to Aria

Overview

The following actions are taken when you save an opportunity on an account to Aria:

  1. The account and product information associated with an opportunity is used to create an account in Aria.
  2. Depending on whether the replication process is completed successfully, the following happens:
  • On success:
    • The Salesforce account is updated with the Aria account number.
    • Any custom opportunity pricing information is saved in Aria.
  • On failure:
    • An email is sent to the email address(es) specified in the Failure Notification Emails field in your Aria API configuration. The email will contain a list of the account parameters that caused an error.

The fields listed in Tables 1 and 2 below are replicated when you create an account in Salesforce and save an opportunity on the account to Aria. You will see these fields if you are using the Aria page layouts. Alternatively, you can add the fields listed below to your existing page layouts.

Table 1: Field Mappings for the Account Object

Salesforce

Aria

Aria_Status__c

status_cd

Aria_User_Id__c

userid

Aria_Password__c

password

Parent.Aria_Id__c

senior_acct_no

Aria_Notify_Method__c

notify_method

Aria_Pay_Method__c

pay_method

Aria_Test_Account__c

test_acct_ind

Aria_Responsibility_Level__c

resp_level_cd

Aria_Currency__c

currency_cd

Aria_Billing_Contact__r.FirstName

bill_first_name

Aria_Billing_Contact__r.LastName

bill_last_name

Aria_Billing_Contact__r.Aria_Company_Name__c

bill_company_name

Aria_Billing_Contact__r.HomePhone

bill_phone

Aria_Billing_Contact__r.MobilePhone

bill_cell_phone

Aria_Billing_Contact__r.Phone

bill_work_phone

Aria_Billing_Contact__r.Email

bill_email

Aria_Billing_Contact__r.MailingStreet

bill_address1

Aria_Billing_Contact__r.MailingStreet

bill_address2

Aria_Billing_Contact__r.MailingState

bill_state_prov

Aria_Billing_Contact__r.MailingState

bill_locality

Aria_Billing_Contact__r.MailingCity

bill_city

Aria_Billing_Contact__r.MailingPostalCode

bill_postal_cd

Aria_Billing_Contact__r.MailingCountry

bill_country

Aria_Account_Contact__r.Aria_Company_Name__c

company_name

Aria_Account_Contact__r.FirstName

first_name

Aria_Account_Contact__r.LastName

last_name

Aria_Account_Contact__r.HomePhone

phone

Aria_Account_Contact__r.MobilePhone

cell_phone

Aria_Account_Contact__r.Phone

work_phone

Aria_Account_Contact__r.Email

email

Aria_Account_Contact__r.Birthdate

birthdate

Aria_Account_Contact__r.MailingStreet

address1

Aria_Account_Contact__r.MailingStreet

address2

Aria_Account_Contact__r.MailingCity

city

Aria_Account_Contact__r.MailingState

state_prov

Aria_Account_Contact__r.MailingState

bill_locality

Aria_Account_Contact__r.MailingPostalCode

postal_cd

Aria_Account_Contact__r.MailingCountry

country

Table 2: Field Mappings for the Account Plan Object

Salesforce

Aria

Account_Plan__c.Units__c

master_plan_units

Account_Plan__c.Rate_Schedule_Aria_Id__c

master_plan_alt_rate_sched_no

Account_Plan__c.Client_Plan_Aria_Id__c

supp_plans

Account_Plan__c.Rate_Schedule_Aria_Id__c

supp_plan_alt_rate_sched_no


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