When an account is updated in Salesforce, the account is automatically updated in Aria with the new information. When an account is updated in Aria, the account is automatically updated in Salesforce with the new information.
Home > Aria6 User Documentation > Aria for Salesforce > Salesforce Connector 1.0 > Account Management > Update Account Information
Update Account Information
Update Account Information
Table of contents
Overview
Note: If an account’s plan assignment has not been saved to Aria, then account updates made in Salesforce will not be reflected in Aria.
Updating Account Information
Getting Here: Click Accounts > select an account
- Click Edit.
- Make all applicable changes to the account information.
- Example
- You can select Aria Test Account to mark the account as a test account as shown below. An account marked as a test account in Salesforce is automatically marked as a test account in Aria. An account marked as a test account in Aria is automatically marked as a test account in Salesforce.
Note: Test accounts will not be billed for plan or order-based charges.
- Click Save.
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