Aria For Salesforce
Aria’s integration with Salesforce.com, Aria For Salesforce (AFS), automates business-to-business (B2B) and business-to-consumer (B2C) recurring revenue models. Aria offers AFS via an installation link your implementation specialist sends on demand that, when clicked, allows you to install it on your existing Salesforce.com instance.
AFS is a Salesforce.com native application, built to access Aria’s subscription management capabilities while leveraging the power of Salesforce.com. AFS syncs in near-real-time with Aria via on-demand API calls, the Aria Salesforce Loader, and a scheduled APEX batch job. It works with Salesforce.com Sales, Service, Marketing, and Commerce.
- Pre-Installation Tasks
- To successfully install Aria For Salesforce, you must configure a few components on both Salesforce.com and your Aria instance. On Salesforce.com, you must configure Quotes and User Profiles. On your Aria instance, you must configure a Promotion Code and whitelist the Salesforce.com IP addresses.
- Install the Aria for Salesforce Application
- You can install Aria For Salesforce in both your production and sandbox instances of Salesforce.com. Before beginning your installation, be sure you have already obtained the Aria For Salesforce package URL from Aria.
- Aria for Salesforce Loader Custom Object Field Settings
- This table lists custom object fields and, for each, whether or you can read, create, edit, delete, view all, or modify all.
- Aria For Salesforce Features
- This article summarizes how Aria For Salesforce works to keep your Salesforce.com and Aria instances synchronized.
- Account Management Using Aria for Salesforce
- Once Aria accounts are created within Salesforce or imported into Salesforce from Aria, you can manage those accounts to perform actions such as updating account information, adding/replacing/or deleting plans, ordering one-time products, collecting payments, offering credits, and producing refunds to name a few. This article provides information and instructions for performing these tasks using the Aria for Salesforce application.
- Configure the Aria for Salesforce Application
- Once you complete the pre-installation tasks and install the Aria for Salesforce application, you are ready to configure Aria for Salesforce. This article details the various configuration elements and necessary steps for configuring your Aria for Salesforce application.
- Creating Accounts Using Aria For Salesforce Opportunity and Quote Management
- Account Managers and Sales Representatives can incorporate Aria For Salesforce in their Salesforce.com account management workflow, using Quotes to send opportunities to current or prospective clients for products sold via your Aria Product Catalog. Ultimately, Aria For Salesforce can create new Aria Billing Cloud accounts by synchronizing with Salesforce.com accounts.