The following provides steps for pre-configuring necessary components within both your Salesforce and Aria Cloud applications prior to installing the Aria for Salesforce application.
If you want to use Quotes functionality in support of your sales process within the Aria for Salesforce application, you must first enable the Quotes feature in Salesforce prior to installing the Aria for Salesforce software.
The following provides the necessary steps for enabling this functionality.
To enable Quote functionality
- Click on the Setup icon and then click Setup from the dropdown.
- Enter “Quotes” in the Quick Find box, then select Quote Settings from the dropdown.
- Click the Enable button
Quotes are now enabled in your Salesforce application, and the Quotes tab appears on the "Salesforce Sales Home" main menu.
Set Up Salesforce Profiles for Use with Aria for Salesforce
There are two Aria user profiles (Aria Standard User, and Aria Admin User) that are available within the Aria for Salesforce application. During the Aria for Salesforce installation process, you are required to associate each of your chosen Salesforce user profiles with one of these Aria user profiles. The Aria user profiles have the following permissions:
- Aria Standard User – This profile has access to features such as the following: view, create, edit, and delete accounts, contacts, contracts, documents, opportunities, and quotes.
- Aria Admin User – This profile has access to features such as the following: view, create, edit, and delete accounts, contacts, contracts, documents, opportunities, quotes, account plans, account rate tiers, Aria API configuration, Aria supplemental field mappings, client plan relationships, services, and rate schedules.
You must set up your Salesforce profiles to provide your users with functionality available to Aria for Salesforce profiles.
Note: It is recommended that you create two new profiles that you then map to the Aria for Salesforce profiles during the installation process. This provides you access to the two Aria for Salesforce profiles after the installation process. If you do not create the two profiles or map your existing profiles to the two Aria profiles during the installation process, you cannot access the Aria profiles after the installation process.
To setup your Salesforce profiles for use with Aria for Salesforce:
- From the Setup main menu, click on Users.
- Click on Profiles.
- Click Clone on the Salesforce "Standard User".
- Enter the New Profile Name. In this example, we are cloning the Salesforce Standard User profile, and naming it Aria Standard User. Click the Save button.
The Aria Standard Profile is thus created with the various Page Layouts, Field Level Security, Custom App Settings, Connected App Access, Tab, Record Type, Administrative, General User, and Standard Object permissions and settings as the Salesforce Standard User and can be modified as required to support your business processes.
Repeat steps 1 through 4 in this section to create the Aria Admin User profile by cloning the Salesforce System Administrator profile.
Create a Promotion Code
You need to create a Promotion Code with associated Plans that is used to retrieve Aria Plans you want to make available to select within Salesforce. You can create a Promotion Code that includes all Plans or a subset of Plans to integrate within your Aria for Salesforce application.
The following provides the necessary steps to create this Promotion Code.
Log into Aria.
Getting Here: > Marketing > Promotional Plan Sets
- Click on the New button.
- Type in a Set Name for the new Promotional Plan Set.
- Type in a Client Defined Identifier to uniquely identify the new set.
Note: Aria automatically creates a new client-defined identifier that you can change if desired.
- Type in a Description.
- Click to select Plans to include in the new Promotional Plan Set. Plans selected will display in the box to the right. Click on Plans selected to deselect.
Note: You can filter Plans for selection by Plan Name, Plan Level, Currency, Billing Interval and/or Status.
- Click on the Save button to save the new Promotional Plan Set.
Perform the following steps to create the Promotion Code for use with Aria for Salesforce.
Getting Here: > Marketing > Promotions
- Click on the New button.
- Type in a Promo Code.
Note: You can also click the "Generate" button to have Aria create a Promo Code for you.
- Type in a Description.
- Select None from the "Expires After" drop down.
- Select or Type in a Start Date for when this Promotion Code will be available.
- Click the radio button of the desired Promotional Plan Set to include in this Promotion Code.
- Click on the Save button.
The new Promotion Code is now available to be used in your Aria for Salesforce application to retrieve Aria Plans you want to make available to select within Salesforce.
Whitelisting the Salesforce.com IP Addresses
Prior to installing the Aria for Salesforce application, it is a good practice to whitelist the IP addresses from which Salesforce will be making API calls to Aria. If you do not whitelist these IP addresses in Aria, you will encounter authentication errors.
The following provides to whitelist the Salesforce.com IP addresses in your Aria instance.
Log into Aria.
Getting Here: > Configuration > Integrations > Web Service API
1. Click on the New button.
The Salesforce.com IP address ranges can be found at Salesforce IP Addresses and Domains to Allow.
Note: Salesforce does not offer static IP addresses or small ranges of IP addresses for individual instances. All IP ranges are provided in Classless Inter-Domain Routing (CIDR) notation. For more information on CIDR please see Classless Inter Domain Routing on Wikipedia.
Recommended for seamless access: Our best practice is to allow our entire set of IP ranges. This is to ensure our login pools can process your end users’ and integrations’ login authentications when accessing Salesforce all over the world, and to avoid any unintended service disruptions due to movement between data center sites.
Required for access: Our recommended best practice is to allow our entire list of IP ranges. However, if you choose to only allow a subset of our list of IP ranges, you must do so according to the instructions below in order to avoid unintended service disruptions. As a global company, we distribute our provisioned IP ranges across our infrastructure; therefore, certain regions may have ranges from multiple Regional Internet Registries (i.e. RIPE, ARIN, APNIC).
- If you have end-users with multi-national internet entry points, then you should allow all IP ranges. This includes remote offices and traveling users. For example, if you have an employee traveling to Tokyo and you do not allow the APNIC numbers, the employee may not be able to log in as our login pools would not be able to process their authentication due to blocking on your side.
- If your org is not on a Public Cloud instance and you would prefer not to allow Public Cloud IP ranges, you do not need to allow Public Cloud (Canada, Australia) IP ranges.
- If you are a Hyperforce customer, Salesforce will no longer publish IP addresses for Hyperforce customers. In addition to the IP ranges below, you should follow our recommendations as outlined in the Retain uninterrupted access to Salesforce services on Hyperforce article.
- If your internet entry points are all contained within the NA region, then you may allow only the ARIN numbers.
- If your internet entry points are all contained within the APAC region, then you may allow only the APNIC and ARIN numbers.
- If your internet entry points are all contained within the EMEA region, then you may allow only the RIPE and ARIN numbers.
- If your internet entry points are all contained within Canada AND your only Salesforce org(s) is/are on a Canada instance, then you may allow only Canada ARIN numbers.
- If your internet entry points are all contained within Australia AND your only Salesforce org(s) is/are on an Australia instance, then you may allow only Australia ARIN numbers.
- If you are using Experience Cloud, you must allow the Community IP ranges listed in the Community IP Settings section below.
- If you are located in any regions not listed above, allow the ranges related to the region where your org's instance is located as a priority, and then allow all other regional ranges as a best practice.
Please be reminded that Salesforce's best practice and recommendation is to allow the entire list of Salesforce IP ranges for seamless access.
- Type in the Starting IP address.
- Type in the Ending IP address.
- Select "Yes" for each of the five Valid for select boxes.
- Enter a Description to explain the IP address range.
- Click the Save button.