Aria For Salesforce 4.0 Release Notes

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Release Information

Salesforce Version

Version 4

Production Date

2/28/2020

Aria for Salesforce 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

Aria for Salesforce 4.0 Contents

Aria for Salesforce Features
Aria for Salesforce Fixes

Aria for Salesforce Features

Ability to Sync More Than 1,997 MPIs (SFDC-7)

The API call get_catalog_hierarchy_m has been enhanced to enable more than 1,997 Master Plan Instances (MPIs) to be synchronized via Aria For Salesforce.

Refresh from Aria Button in Lightning Interface (SFDC-10)

When you switch to the new Lightning design of Aria For Salesforce, the Refresh from Aria button is now available at the top of the Account page, allowing you to sync information from Aria to Salesforce.com.

Refresh Aria Transaction button (SFDC-11)

When you switch to the new Lightning design of Aria For Salesforce, the Refresh Aria Transaction button is now available at the top of the Account page, allowing you to transaction information from Aria to Salesforce.com.

Select Plans From Billing Group Pop Up (SFDC-12)

A pop up appears with a list of plans filtered by a specified Billing Group:

when you click the Manage Plans button on an Opportunity screen for an Account, and
when clicking Add Plans from Account on the All Plans screen.

Remove Non-Functional Buttons from Lightning Interface (SFDC-13)

All buttons intended to enable functionality not yet built in the Aria For Salesforce Lightning interface have been removed from the Lightning interface.

Manage Plans Screen in Lightning Interface (SFDC-15)

When you switch to the new Lightning design of Aria For Salesforce, and click Manage Plans from an Account screen, a Manage Plans screen loads with the ability to access:

Billing Groups,
Plans,
One Time Products,
Promotions, and
Termed Agreements

Define Which Sections Show For Specified Users With Custom Permissions (SFDC-16)

Each section of Aria For Salesforce can be enabled or disabled per user, except Billing Groups and Plans (which are available by default). The Lightning interface responsively adjusts the screen layout based on whether items show or are hidden.

Sync Button on the Manage Plans Overview Page (SFDC-17)

A Sync button appears on an Account's Manage Plans overview screen when plans are out of sync. When clicked, the latest Account Plan information appears on the overview screen.

This feature is designed to explicitly inform users that plans for Aria Accounts on Salesforce.com are different from those on the Aria platform:

When one or more plans are out of sync, the plan header on the Manage Plans screen includes a red icon that, when moused over, shows the help text: "Plans are out of sync and need to be sync before committing this opportunity."
When viewing the Plans section, the screen shows the warning, "One of more plans below are in conflict with changes made by another user and will need to be sync before committing this opportunity."
Plans that are out of sync between Salesforce.com and Aria will be shown in red text and highlighted.

Opportunity Statistics Summarized in Header of Manage Plans Screen (SFDC-19)

This feature introduces a summary of key Aria data points for an Account's Opportunity on the Manage Plans screen. The summary includes how many of the following exist for the specified Opportunity:

Billing Groups
Plans
One Time Products
Promotions
Terms of Agreement

Ability to Set Plan Options On an Opportunity (SFDC-36)

This feature allows you to specify:

when a plan change takes effect,
when the next bill should be generated for new plans, and
the pro-ration behavior

Ability to Create and Edit Billing Groups (SFDC-38)

This feature allows you to create and edit Billing Groups associated with an Opportunity.

Ability to Edit Plan Rates on Opportunity (SFDC-40)

This feature introduces an "Edit Rates" popup screen when you choose "Edit Rates" from the Action column drop down on the “All Plans” screen of an Account's Opportunity. The popup displays all services on the plan, along with their rate tiers and rates. Rates and tiers are fully editable.

Ability to Add Plans From Product Catalog to New or Existing Account (SFDC-42)

This feature allows you to assign new Plan Instances to a new or existing Account. Clicking Add Plans from Catalog from the drop down on the "All Plans" screen on an Opportunity, the Add plans from catalog screen should be displayed, listing plans from the plan catalog in the Master Plan/Supplemental Plan hierarchy. Mandatory Supplemental Plans will be added when a Master Plan is selected when applicable.

Ability to Modify Plan on All Plans Screen of an Opportunity (SFDC-44)

This feature enables you to modify new and existing Plans on an Opportunity. Clicking the Plans section on the Opportunity Overview screen reveals a list of plans, from which you can:

update Billing Intervals of Plans,
edit rates of Services on Plans,
duplicate Plans,
increase units of a Plan,
add discounts to Plans, and
view tax and revenue information about a Plan.

Red Asterisk to Indicate Required Configuration Options on Opportunities (SFDC-54)

This feature indicates, via a red asterisk, the components that are required to be configured before you can commit an Opportunity.

One-Time Product Static Pages(SFDC-83)

These static pages are built to showcase the forthcoming functionality of the One-Time Products section. It displays the flows and features available when a user adds a One-Time Product to an opportunity. When clicked, a list of One-Time Products appears from which you can add or more order items and specify when they are invoiced. Full functionality of these One-Time Products screens is targeted for availability in the AFS Lightning view at the end of Q2 2020.

Promotion Static Pages (SFDC-84)

These static pages are built to showcase the forthcoming functionality of the Promotions section. It displays the flows and features available when a user applies a coupon or promotion to an Opportunity. When clicked,
you can type a promotion or coupon code, validate it, then add it to the Opportunity. The coupon or promotion is added to an opportunity and, once committed, it is applied to an Account (NOT MPI). Functional promotion section is targeted to be available in Lightning in end of Q3 2020.

Terms of Agreement Static Pages (SFDC-85)

These static pages are built to showcase functionalities of terms of agreement section. It displays the flows and features available when a user creates a new contract or select an existing contract and assigns it to plans on the opportunity. This feature adds a Termed Agreements section to the Opportunities overview screen. When the opportunity gets committed then the contract for those plans is added to an account.

Price Monitor Updated When Existing Plan From Account Added To Opportunity (SFDC-194)

This feature updates the Price Monitor to reflect the new charges when you add an existing plan from an Account to an Opportunity.

Price Monitor Updated When Plan Added To Opportunity From Product Catalog (SFDC-195)

This feature updates the Price Monitor to reflect the new charges when you add a plan from the Product Catalog to a new or existing Account.

Price Monitor Updated When Plan Units Modified (SFDC-196)

This feature updates the Price Monitor on the All Plans screen of an Account to reflect new charges when you change the number of units of a plan.

Price Monitor Updated When Discount Percentage Applied To Plan (SFDC-197)

This feature updates the Price Monitor on the All Plans screen of an Account to reflect new charges when you change the value of Discount(%) applied to a plan.

Price Monitor Updated When Billing Interval of Plan Changed (SFDC-198)

This feature updates the Price Monitor on the All Plans screen of an Account to reflect new charges when you change the Billing Interval of a plan.

Price Monitor Updated When Custom Rates of Plan Changed (SFDC-199)

This feature updates the Price Monitor on the All Plans screen of an Account to reflect new charges when you edit then save rates or rate tiers of services on the Edit rate tiers screen.

Price Monitor Updated When Plan Removed From Opportunity (SFDC-200)

This feature updates the Price Monitor on the All Plans screen of an Account to reflect the new total when you delete a Plan.

Price Monitor Updated When Plan Duplicated On Opportunity (SFDC-201)

This feature updates the Price Monitor on the All Plans screen of an Account to reflect new charges when you select Duplicate under the Actions dropdown next to a specified plan.

Price Monitor Displays Total of Plans on All Plans Screen (SFDC-202)

This feature displays a Price Monitor on the All Plans screen that loads when you click Manage Plans on an Account page. The Price Monitor includes the total of all charges of plans on the Opportunity.

Aria for Salesforce Fixes

The List Price, Net Price and Total now show the expected value when you select a non-default Billing Interval for a Plan when adding that Plan to an Opportunity. Previously, they showed 0.00. (SFDC-164)
On an Account's Opportunities screen, the Billing Interval's List Price, Net Price and Total now show the expected value. Previously, they showed 0.00. (SFDC-165)
In Aria For Salesforce Lightning, you can now edit units of mandatory Supplemental Plan Instance when assigning new Master Plan Instance as expected on a new Account. (SFDC-169)
Once a Contract is saved on an Account, you can now update a Plan Instance and commit the update to that Account as expected. Previously, Salesforce.com returned an Invalid "Input Type" error when attempting to commit the Plan Instance update. (SFDC-203)
You can now update the Billing Group on the Future Plan Changes screen of an Account as expected. Previously, this resulted in an error. (SFDC-232/SFDCQA-974)
Custom rates are now correctly identified in the Aria For Salesforce data model, allowing accurate discounted charges for Plans with custom rates. Previously, custom rates in Aria For Salesforce were not flagged, so discounts were calculated using rates associated with rate schedules configured when the associated Plan was created. (SFDC-242/SFDCQA-972)
You can now initiate the removal of a coupon from a Master Plan on a future date, as with other future plan changes, as expected. Previously, this coupon directive was not honored when Aria For Salesforce executed the plan change. (SFDC-243/SFDCQA-971)
On an Account's Opportunity detail screen, you can now update the Payment Method associated with a Billing Group to a Credit Card or Tokenized Credit Card, and commit that change, as expected. Previously, no fields appeared when changing to the Credit Card method, and changing to either Tokenized Credit Card or Credit Card resulted in the error, "agreement id OR credit card info is required." (SFDC-244/SFDCQA-973)
You can successfully create a Dispute/Hold for an amount that is less than the full amount of the invoice against which the API call to create_writeoff_or_dispute_m is applied. (SFDC-295/SFDCQA-970)

​Aria for Salesforce Features