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Home > User Documentation > Aria for Salesforce > Salesforce Connector 1.0 > Account Management > Update Account Information

Update Account Information

Overview

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.   

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

  1. Click Edit.

update account1.png

  1. 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.

update account2.png

  1. Click Save.

update account 3.png

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Last modified
20:45, 20 Jul 2015

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