Version 2.0
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Aria for Salesforce 2.0 Release 1.3
Aria for Salesforce 2.0 Release 1.3
Table of contents
- Release Information
- Aria SFDC System Requirements
- Salesforce for Aria Features
- New Plan Hierarchy Custom Action for Salesforce Mobile App (SFDCDEV-62)
- Provide Default Collections Account Group in SFDC Connector (SFDCDEV-78)
- Contact Email Address Added to Plan Wizard Sections (SFDCDEV-86)
- Quick View Configuration Now Displayed on Single Page (SFDCDEV-92)
- Transaction and Payment Events Syncing in Real Time (SFDCDEV-66)
- Salesforce for Aria Fixes
Release Information
Salesforce Version
Production Date
4/29/2015
Aria SFDC System Requirements
Supported Browsers
- Internet Explorer 9, 10, 11
- Firefox 31
- Chrome 36
Java Settings
Java 7.0
Screen Resolution
1024 x 768 or higher
Salesforce for Aria Features
New Plan Hierarchy Custom Action for Salesforce Mobile App (SFDCDEV-62)
The Salesforce mobile app (Salesforce1) has been enhanced to display the plan hierarchy for a customer. This new custom action is displayed from the Account page layout, as shown below.
Clicking the Plan Hierarchy button displays parent-child relationships between plans. The plan name, units, and ACV display within the initial plan hierarchy. Clicking a specific plan displays additional fields (plan description, MRR, TCV, and ARR).
Refer to the Salesforce Mobile App Custom Actions article for more information.
Provide Default Collections Account Group in SFDC Connector (SFDCDEV-78)
Aria API configuration now includes a field where you can specify the default account collection group for new clients, as shown below. When a new account is created in Salesforce and saved/committed to Aria, it is assigned to the collection group specified on the Aria API Configuration screen. The default account collection group does not affect existing accounts.
Getting Here: Click Aria API Configurations > New
Contact Email Address Added to Plan Wizard Sections (SFDCDEV-86)
A Contact Email Address field has been added to the Plan Wizard page under the New Contact section, and to the Account Contact and Billing Contact information under the Form of Payment section. The email address information will by synced between Aria and Salesforce.
Getting Here: Click Opportunities > select an opportunity > New Quote
Getting Here: Click Accounts
Quick View Configuration Now Displayed on Single Page (SFDCDEV-92)
When configuring Quick View settings, all components are now displayed on a single page, making it possible to see at a glance what is displayed in the account Quick View.
Getting Here: Click All Tabs > Aria General Configuration
- Click the Quick View tab.
- Choose whether to hide or display the component image within the Quick View section by checking the Show Hide Component checkbox.
- Click Save Settings.
Transaction and Payment Events Syncing in Real Time (SFDCDEV-66)
Transactional data now syncs to Salesforce as transaction and payment events occur in Aria, rather than just on-demand or in batch jobs.
Salesforce for Aria Fixes
- When Editing Contract Records, the User was Redirected to the Previous Version (V1) of Salesforce for Aria (SFDCQA-203)
- Contact Records Were Not Updating Properly in Salesforce, and Duplicate Emails Were Being Sent (SFDCQA-204)
- Account Plans Were Not Syncing if the Standard Price Book Was Inactive (SFDCQA-205)
- Deleted Contact Details in Salesforce Were Not Reflected in Aria (SFDCQA-208)
- A Zero Dollar Master Plan With No Supplemental Plans Selected Caused an Error (SFDCQA-211)
- The Currency Symbol in the Quick View Section Displayed an Incorrect Currency Symbol (SFDCQA-209)
- The Usage Field in the Quick View Section Now Has a Higher Maximum Limit (SFDCQA-210)
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