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Free trial open for startups & companies <50 employees
Salesforce RCA setup,
dramatically faster.
Aria is an AI-powered configurator that guides your team through every step of Salesforce Revenue Cloud Advanced setup CPQ, Billing, and CLM in days, not weeks.
13
RCA modules covered
30+
Metadata objects automated
Days
Not weeks, for full setup
0
AppExchange installs needed
The problem
RCA configuration is slow,
RCA configuration is slow,
complex and expensive.
Salesforce Revenue Cloud Advanced is one of the most powerful CPQ-to-cash platforms but configuring it today is a major bottleneck.
6–12 weeks minimum
Every implementation requires a certified Salesforce Revenue Cloud engineer for weeks of manual configuration.
30+ interconnected objects
Deep knowledge of Expression Sets, Decision Tables, CML, Metadata API and dozens of interrelated objects is required.
Re-engagement for every change
Any update — a new product, a pricing rule change, a contract clause requires re-engaging expensive engineering resources.
No validation layer
Manual UI-based configuration has no automated validation. Errors surface only after deployment, often in client demos or production.
How Aria works
Three interaction modes,
Three interaction modes,
matched to the task.
Aria doesn't take a one-size-fits-all approach. Each configuration area uses the mode that gets the best result fastest.
Document Upload
Upload. Extract. Validate.
Upload your Excel, Word, or PDF files. Aria's AI parser extracts records, maps them to Salesforce objects, and presents them in an editable review table. You validate and add to the change set.
- Products & Catalog
- Price Books (multi-currency)
- Bundle Configuration
- CLM Contract Templates
Guided Wizard
Step by step, validated at every gate.
A strict linear wizard where each element is configured and locked before the next unlocks. Aria generates Expression Sets and Decision Tables and validates the full price waterfall before deployment.
- Pricing Procedures (6-step wizard)
- Context definition & field mapping
- Volume discount tiers
- Contract price overrides & surcharges
Template + Prompt
Start from a base. Refine with language.
Pre-built base templates are loaded automatically. You describe what you want in plain English and Aria updates the configuration, maps changes to Salesforce metadata, and records them in the change set.
- Quote Templates
- Billing Rules & Invoice Setup
- CLM Clause Library
- Approval Chains
All 13 modules
The full RCA stack,
The full RCA stack,
configured end to end.
Aria covers every configuration area across CPQ, Billing, and CLM generating a single validated change set you deploy to your sandbox or production org.
CPQ Configure Price Quote
MODULE 1
Products & Catalog
Upload Excel/Word/PDF catalogue. Aria maps to Product2, ProductCategory, and AttributeSet records with inline validation and editable extraction table.
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MODULE 2
Price Books
Upload pricing sheets in any currency. Aria generates PricebookEntry records with 85% fuzzy-match to products, multi-currency tabs, and auto-conversion disclosure.
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MODULE 3
Bundle Configuration
Upload bundle specs or BOMs. Aria builds the product tree and generates CML constraint rules (REQUIRE, INCLUDE, EXCLUDE, cardinality) with a live preview panel.
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MODULE 4
Pricing Procedures
6-step guided wizard: context definition, list price, volume discounts, contract overrides, surcharges, and waterfall preview. AI generates ExpressionSetDefinition XML.
↓
MODULE 5
Quote Templates
Pre-built DocumentTemplate loaded with standard sections. Prompt Aria to customise header, line items table, pricing summary, T&Cs, and PDF layout.
Billing Rules
MODULE 6
Invoice Rules
Configure BillingSchedule and InvoiceRule objects. Set trigger event, billing frequency, line grouping, auto-send, and full dunning escalation schedule.
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MODULE 7
Payment Terms
Set default payment terms (Net 15/30/60/90), accepted payment methods, early payment discounts, and late payment fee policies with per-segment overrides.
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MODULE 8
Revenue Recognition
Configure RevenueSchedule rules per product type aligned to ASC 606 or IFRS 15 straight-line, percentage-of-completion, or on-consumption with GL account mapping.
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MODULE 9
Tax Configuration
Connect Salesforce Tax, Avalara AvaTax, or Vertex. Configure TaxTreatment and TaxPolicy objects, product-family-to-tax-code mapping, and jurisdiction rules.
CLM Contract Lifecycle
MODULE 10
Contract Template Mapper
Upload Word or PDF contract template. Aria detects merge fields in [Field] or {{Field}} format, maps each to Salesforce Contract object fields with confidence scores.
↓
MODULE 11
Clause Library
Manage standard, fallback, and non-standard clause variants. Colour-coded variant badges and per-clause approval gate indicators configurable via natural language prompt.
↓
MODULE 12
Approval Chains
Configure Salesforce ApprovalProcess objects. Base template: Sales Manager → Legal → Finance → VP. Supports parallel approvals, threshold-based routing, and auto-escalation.
↓
MODULE 13
E-Signature Integration
Connect DocuSign, Adobe Sign, or Salesforce native e-signature. Configure signing order, reminder frequency, and completion actions (create Order, notify billing).
All 13 modules → one validated Salesforce change set
Download the ZIP, deploy via Inbound Change Sets to your sandbox, validate, then promote to production. Aria guides you through every step inline.
Key capabilities
Built for accuracy,
Built for accuracy,
speed, and control.
Every design decision in Aria prioritises reducing configuration errors and keeping your team in control at every step.
AI Co-pilot (Context-aware)
The right-panel AI assistant automatically updates its knowledge based on the active module. Supports structured suggestion chips and free-form natural language always relevant to where you are.
Inline Editable Extraction Tables
Every field in every AI-extracted row is editable directly in the table no separate edit screens. Fix a product name, correct a SKU, or assign a missing family. Validation updates in real time.
Validation Before Every Step
No configuration reaches the change set unvalidated. Each module has field-level rules, AI hallucination guards, and schema validation against the Salesforce Metadata API before anything is queued.
Pricing Waterfall Preview
Before locking a Pricing Procedure, Aria simulates the full price waterfall with test inputs showing how list price, discounts, contract overrides, and surcharges stack to reach the final net price.
Multi-Currency Support
Price books with multiple currencies are presented in separate tabs — one per currency code. Auto-conversion is available with full rate disclosure (source, date, exact rate per currency pair).
Production Deployment Guard
All operations default to sandbox. Switching to production requires explicit two-step confirmation and triggers a high-visibility warning banner. No accidental production deployments.
Deployable Change Sets
The output is a standard Salesforce Metadata API-compatible ZIP package.xml plus all component files. Deploy via Inbound Change Sets with no AppExchange install or Salesforce package required.
Session Persistence
Browser refresh preserves all configuration state. Session data persists for 8 hours so you can start a configuration, take a break, and pick up exactly where you left off.
Architecture
Self-hosted. No AppExchange.
Self-hosted. No AppExchange.
No black box.
Aria is a standalone web application you deploy on your own infrastructure. It connects to Salesforce via OAuth 2.0 — nothing is installed in your Salesforce org.
Frontend
React 18 + TypeScript
Deployable as a static site on S3, Azure Blob, or Nginx. Tailwind CSS.
Backend API
Node.js 20 + Express
Docker container, deployable on any cloud or on-premises server.
AI Layer
Anthropic Claude API
claude-sonnet-4. All AI calls are server-side only API key never reaches the browser.
Document Parsing
SheetJS · Mammoth · pdf-parse
Excel, Word, and PDF parsing. All processed in memory no files stored on server.
Salesforce
jsforce · REST API v62.0
OAuth 2.0 Connected App. Metadata API for change set generation and deployment.
Infrastructure
Docker + docker-compose
Single-stack deployment on any Linux server with Docker. No external dependencies.
API Key Security
Claude API key stored as environment variable server-side only. Never sent to browser.
OAuth Token Storage
Salesforce OAuth tokens encrypted at rest with AES-256. Consumer secret as environment variable.
No File Storage
Uploaded files processed in memory only. No persistent file storage. Data discarded after change set generation.
WCAG 2.1 AA
Full keyboard navigation. Screen reader compatible. Chrome, Firefox, Edge, Safari supported.
Free Trial Limited Spots
Get started with Aria today.
We're opening a free trial for early-stage startups and smaller teams who want to get their Salesforce RCA configuration done faster and with more confidence.
Early-stage startups
Companies with <50 employees
New RCA implementations
CPQ-to-RCA migrations
No AppExchange install required. A Mirketa consultant will reach out within 1 business day.