Once an account has been created or imported into Salesforce, you can view the account information at any time by following the steps in this article.
Home > Aria6 User Documentation > Aria for Salesforce > Salesforce Connector 1.0 > Account Management > View Account Information
View Account Information
View Account Information
Table of contents
Overview
Viewing Account Information
Getting Here: Click Accounts > select an account
- Click Refresh from Aria to view the most recent changes that were made to the account in Aria.
- Click Aria Transactions to view Aria-specific transaction information.
The account’s Aria transaction history displays as shown below, allowing you to view any Aria plans assigned to the account in the Account Plans section of the screen.
- Click on a Plan Name to see the services included in the plan.
The services display under the account plans.
If the account has a parent account, the account name displays next to the Parent Account field.
- Click View Hierarchy to see the parent-child account relationships.
The parent-child account relationships display.
The fields that are specific to Aria display on the screen. The Aria MRR Total (monthly recurring revenue)displays for the Aria plans to which the customer is subscribed. The Aria MMR Total reflects only Aria plans and does not take Salesforce products into account. In addition, the Aria MRR Total reflects only recurring charges and does not include usage-based or one-time charges.
Note: The location of the fields on the screen will vary based on how your Salesforce System Administrator set up your page layouts.
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