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Home > User Documentation > Aria for Salesforce > Salesforce Connector 1.0 > Sales Actions > View Plans and Plan Changes

View Plans and Plan Changes

Overview

Your Aria plans are automatically synchronized with Salesforce via the Apex Scheduled batch jobs. The synchronization will take place at the time specified in your Salesforce configuration.

Note: Only the Aria plans associated with your specified promotion code are synchronized with Salesforce. The promotion code is specified in your Salesforce configuration.

Viewing Plans

To view a list of your Aria master plans, click Client Plans.

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Viewing Plan Changes

  1. Click Refresh Client Plans from Aria.

Note: It may take up to 15 minutes to refresh the plans from Aria. After 15 minutes have gone by, you will need to refresh your browser to see the plan changes.

  1. Hover over a plan name to view the services and rate schedules associated with the plan.
  2. Click View Plan Details to see additional plan information.
  3. Click the arrow to see the supplemental plans associated with a master plan.

Any supplemental plans associated with the master plan display in the Client Plans list. 

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