Version 4.4
Aria For Salesforce 4.4 Release Notes
Release Information
Salesforce Version
Production Date
2/22/2021
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 4.4 Contents
- Aria for Salesforce Features
- New Aria Reports Available in Report Builder
- Enhanced Developer Console Security
- Alternate Billing Day - Plan Start & Billing Options
- Alternate Plan Start Date - Plan Start & Billing Options
- See Price and Revenue Information for Recurring Arrears Services
- Custom Rates for Recurring Arrears Services Reflected in List Price
- Alternate Billing Selections Removed from New Account Billing Options
- Unit and Discount(%) Changes Reflected in Price and Revenue Information
- Plan Addition or Removal Reflected on Opportunity Details Screen
- Recurring Arrears Plan Addition Reflected in Price and Revenue Information
- Sync Recurring Arrears Service and Plan from Aria to Salesforce
- Support for Custom Rates for Recurring Arrears Services
- Rates for Recurring Arrears Service Reflected in Revenue Information
- Recurring Arrears Plan Addition or Deletion Reflected in Price Monitor
- When Plan Changes Take Effect - Plan Start & Billing Options
- Support for Alternate Billing Day When Configuring New Plans
- Bill Thru Date - Plan Start & Billing Options
- Classic View Only Update: Remove Alternate Bill Day, Alternate Billing Start Date, Retroactive Billing Start Date in Plan Configuration section on Account Plan section
- New Plan Status Until Start Date - Plan Start & Billing Options
- Cancelling the Add Coupons Action Returns You to the Previously-displayed Screen
- Invalid Billing Options Hidden Based on Selections in Plan Start & Billing Options Popup
- Support for Alternate Plan Start Date When Adding New Supplemental Plan Instance
- Aria for Salesforce Fixes
Aria for Salesforce Features
New Aria Reports Available in Report Builder
The following Aria-related reports are now available in Aria For Salesforce:
- Aria Report: ARR by Account—displays annual recurring revenue by account
- Aria Report: MRR by Account—displays monthly recurring revenue by account
- Aria Report: ACV by Account—displays annual contract value by account
- Aria Report: Customer Revenue—displays total revenue collected by account
- Aria Report: Customer Account Balance—displays open balances of accounts
- Aria Report: Customer Invoice Balance Due—diplays total of unpaid invoices of accounts
- Aria Report: Closed Won Opportunity—diplays all opportunities in the Closed Won status
Each report is visually displayed on the Aria Dashboard in Aria For Salesforce, and can be clicked to reveal detailed data.
Since Lightning dashboards and reports are included in this release, an administrative permission on the profile level named "Change Dashboard Colors" needs to be enabled before installing Salesforce v4.40. If this permission is not enabled for the installing user, the installation will fail. This permission may exist for older Salesforce instances, but it may be disabled. For newer Salesforce instances, the installing user may have this permission enabled on their profile.
The following provides an overview of the steps required to create this permission if required and assign it to an installing user:
A detailed description of the steps to create the permission set including the “Change Dashboard Colors” permission can be found here.
Note: Salesforce v4.30 does not need this pre-installation step since it does not include the Lightning dashboard.
Related Ticket: SFDC-491
Enhanced Developer Console Security
This features enhances the security of the Aria For Salesforce application on Salesforce.com by suppressing API values Developer Consoles of supported Web browsers (Internet Explorer 9, 10, Firefox 31, Chrome 36).
Related Ticket: SFDC-603
Alternate Billing Day - Plan Start & Billing Options
Navigate to a new or existing opportunity in Aria for Salesforce Lightning, then click Manage Plans. Select Plans from the left nav column and click the gear icon to access the Plan Start Start and Billing Options dialog box. The Alternate Billing Day field appears. Select a 1-31 numeric value for this alternative billing option if required. This appears if Immediately (new and existing plans) or In the future (new and existing plans) is selected at the When Plan Changes Take Effect field (SFDC-708, also appearing on this page). The Alternate Billing Day field value is cleared if the When Plan Changes Take Effect selection is changed.
Related tickets: SFDC-667, SFDC-709, SFDC-713, SFDC-746, SFDC-748, SFDC-749
Alternate Plan Start Date - Plan Start & Billing Options
On the Plan Start & Billing Options dialog, the Alternate Plan Start Date appears. This is displayed only if you select Immediately (new and existing plans) or In The Future (new and existing plans) from the When Plan Changes Take Effect drop-down list (SFDC-708, also appearing on this page). This is applicable as follows for an existing account:
- Adding a new supplemental plan instance (SPI) where a master plan instance (MPI) already exists for an account.
- Adding a new MPI.
- Updating an existing MPI or SPI.
Notes:
- A supplemental plan's start date can go into the past as long as it's after the master plan's provision date.
- If a new MPI is assigned using the When Plan Changes Take Effect date and the Alternate Plan Start Date, the When Plan Changes Take Effect date takes precedence.
- If the Alternate Plan Start Date is saved for an MPI with SPIs, that date is saved for the MPI as well as all dependent SPIs. The Alternate Plan Start Date is only updated in the Aria core application if the account plan is updated at the Plan Start & Billing Options dialog.
More information on the Aria for Salesforce integration with the Aria core application is here.
Related tickets: SFDC-670, SFDC-781
See Price and Revenue Information for Recurring Arrears Services
When you sync recurring arrears services from Aria to Salesforce, you can see this information for those services on the Opportunity Details and Plan Details screens in Salesforce: net price, list price, MRR (monthly recurring revenue), ACV (annualized contractual value), and TCV (total contract value). In addition, recurring arrears services are now displayed in the Price Monitor.
Related ticket: SFDC-672
Custom Rates for Recurring Arrears Services Reflected in List Price
On the All Plans screen, after you edit then save the custom rates for a plan with recurring arrears services, those same rates are reflected in the list price. Then Aria will bill customers who subscribed to that plan based on your specified rates.
Related ticket: SFDC-678
Alternate Billing Selections Removed from New Account Billing Options
When you create a new opportunity, then click on Manage Plans, you no longer see Alternate Bill Day and Alternate Start Date in the New Account Billing Options popup.
Related ticket: SFDC-696
Unit and Discount(%) Changes Reflected in Price and Revenue Information
Changes that you made to the unit and discount(%) of a plan containing recurring arrears services are reflected:
- In net price and total on the All Plans screen; and
- In this data on the Opportunity Details and Plan Details screens: MRR (monthly recurring revenue), ARR (annual recurring revenue), ACV (annualized contractual value), and TCV (total contract value).
Related tickets: SFDC-697, SFDC-698
Plan Addition or Removal Reflected on Opportunity Details Screen
When you add or remove plans associated with an opportunity, you will see that on the Opportunity Details screen:
- The plan addition or removal is reflected; and
- The MRR (monthly recurring revenue) and ARR (annual recurring revenue) are updated accordingly.
Related ticket: SFDC-700
Recurring Arrears Plan Addition Reflected in Price and Revenue Information
After you add a plan containing a recurring arrears service to an opportunity (either from account or from product catalog):
- The Net Price and Total columns on the All Plans screen display rates that reflect the recurring arrears service; and
- The Opportunity Details and Plan Details screens reflect the rates for the recurring arrears service in this data: MRR (monthly recurring revenue), ARR (annual recurring revenue), ACV (annualized contractual value), and TCV (total contract value).
Related tickets: SFDC-701, SFDC-702
Sync Recurring Arrears Service and Plan from Aria to Salesforce
When you have a plan in Aria that contains a recurring arrears service:
- You can sync that plan from Aria to Salesforce by clicking the Refresh Client Plans from Aria button;
- Then see the corresponding recurring arrears service in Salesforce when you add that plan to an account.
Related tickets: SFDC-703
Support for Custom Rates for Recurring Arrears Services
Aria For Salesforce now supports the ability to assign custom rates to recurring arrears services. When custom rates are entered for the specified service, Net Price and Total Net values are updated to reflect the new rates.
Related Tickets: SFDC-704, SFDC-705
Rates for Recurring Arrears Service Reflected in Revenue Information
If you have a plan in Aria that contains a recurring arrears service:
- Then you sync that plan from Aria to an account in Salesforce by clicking the Refresh from Aria button;
- The Account Details and Account Plans screens reflect the rates for the recurring arrears service in this data: MRR (monthly recurring revenue), ARR (annual recurring revenue), ACV (annualized contractual value), and TCV (total contract value).
Related tickets: SFDC-706
Recurring Arrears Plan Addition or Deletion Reflected in Price Monitor
After you update an opportunity by adding or deleting a plan containing a recurring arrears service, the Price Monitor reflects that plan addition or deletion.
Related ticket: SFDC-707
When Plan Changes Take Effect - Plan Start & Billing Options
The When Plan Changes Take Effect drop-down list appears at the Plan Start & Billing Options dialog. Select from the following:
- Immediately (new and existing plans)
- In the future (new and existing plans)
- On Next Bill Day (existing plans only)
- On a Past Date (new plans only)
If In the future (new and existing plans) is selected, you must select a date from the Enter a Date in the Future field (indicated by the red asterisk). If On a Past Date (new plans only) is selected, you must select a date from the Enter a Date in the Past field (indicated by the red asterisk).
Related ticket: SFDC-708
Support for Alternate Billing Day When Configuring New Plans
This new feature adds the ability to configure an Alternate Billing Day when adding one or more Plans to an Account. When specified, the Alternate Billing Day will be applied to each new plan instance added. Plans added immediately, with a retroactive start date, and with a future start date all support Alternate Billing Day.
When specifying an Alternate Billing Day, you cannot specify a date for Generate Next Bill On. If you do, Aria For Salesforce will return an error when you try to save the new Plan(s).
Related Tickets: SFDC-710, SFDC-711, SFDC-712, SFDC-717, SFDC-744, SFDC-745
Bill Thru Date - Plan Start & Billing Options
At the Bill Thru Date field at the Plan Start and Billing Options dialog (formerly the Generate Next Bill On field in prior Lightning versions), select a date or click the Select an existing master plan field to choose a master plan associated with this opportunity.
The tool tip “Bill Thru Date takes precedence if BOTH fields are filled out.” This means that, if you enter a date and select an existing MPI at the next field, the date takes precedence. If you select an MPI without selecting a date, then the Bill Thru Date for the new MPI will be the Bill date of the selected master plan.
Related Ticket: SFDC-714
Classic View Only Update: Remove Alternate Bill Day, Alternate Billing Start Date, Retroactive Billing Start Date in Plan Configuration section on Account Plan section
Aria has removed the following options on the Plan Configuration section that appears when clicking an plan in the Account Plan section on an Account in Aria For Salesforce:
- Alternate Bill Day
- Alternate Billing Start Date
- Retroactive Billing Start Date
Related Ticket: SFDC-715
New Plan Status Until Start Date - Plan Start & Billing Options
At the Plan Start & Billing Options dialog, choose from the following selections at the What status are new plans until the start date? drop-down list:
- Active
- Pending Installation
- Pending Activation
- Active Non-Billable
- Trial
A tool tip indicates that this selection only applies to the master plan instance prior to the plan start date.
Related Ticket: SFDC-743
Cancelling the Add Coupons Action Returns You to the Previously-displayed Screen
After you add a coupon to an opportunity from the first Promotions screen:
- Then click Add Coupons on the second Promotions screen to select another coupon from the first Promotions screen;
- When you click Cancel, that will take you back to the second Promotions screen on which your previously-added coupon is displayed.
Related ticket: SFDC-775
Invalid Billing Options Hidden Based on Selections in Plan Start & Billing Options Popup
When you update an opportunity by adding a plan with an alternate plan start date, then in the Plan Start & Billing Options popup:
- The Alternate Plan Start Date option is removed after you change the When Plan Changes Take Effect value to In the Future; and
- The Alternate Billing Day option is removed after you change the When Plan Changes Take Effect value to On Next Bill Day.
Related ticket: SFDC-777
Support for Alternate Plan Start Date When Adding New Supplemental Plan Instance
This feature enhances support for adding a new Supplemental Plan Instance to an account in Aria for Salesforce with an alternate start date. You can specify an alternate proration start date to retain the Master Plan Instance bill thru date and charge a customer only for the remaining billing period.
Instructional text explains the criteria for entering a valid Alternate Plan Start Date. For immediate or future plan changes, the text "Supplemental plan start date must be between master plan’s provision date and its next billing date" displays. For past (retroactive) plan changes, the text "Supplemental plan start date can go into the past as long as it’s after the master plan’s provision date" displays.
Related Tickets: SFDC-778, SFDC-779
Aria for Salesforce Fixes
- The error "AriaErrorLog: Job already planned for execution error" no longer occurs (nor appears in the Error Log) when Account Rate Tier synchronization is triggered simultaneously on both the commit to Aria and the Refresh from Aria button in the UI. The two actions now execute two differently named jobs. (SFDC-644)
- The error message "ASF3.AriaAPIException: Mandatory child plans are not included in the input." no longer occurs when Aria For Salesforce creates an account. Now, mandatory child plans are included in a flag on the create_acct_complete_m call from Aria For Salesforce. (SFDC-645)
- You can now create a new account in Aria For Salesforce with a currency that differs from the previously created account. (SFDC-751)
- On the Plan Start & Billing Options pop-up, the spelling of the word "existing" has been corrected for drop-down options available to existing plans; and a red asterisk (*) has been added to the Enter a Date in the Past field indicating it is a required field for new plans added with a Retroactive Start Date. (SFDC-810)
- Clicking the Add/Modify Plans button in the Active Plans section on an account now loads the Plan Selection & Configuration screen as expected. Previously, Aria For Salesforce displayed an error message and the Plan Selection & Configuration screen did not appear. (SFDC-829)
- The Subscription ID field in the Configure Plan Settings panel now accepts letters as input. Previously, it only accepted numbers. (SFDC-879)