Creating synchronization schedules - AWS Partner Central

Creating synchronization schedules

Note

The topics in this section assume you've completed the prerequisites for an AWS Partner Central integration, an AWS Marketplace integration, or both. For more information, refer to Integration prerequisites and Getting started earlier in this guide.

You can create inbound and outbound synchronization schedules between Salesforce and AWS Partner Central. The steps in the following sections explain how.

Prerequisites

Ensure that you complete the following before creating a synchronization schedule:

Creating a system integration user

Before you can create a synchronization schedule, you must use Salesforce to create a system integration user with APN integration permissions. To create synchronization schedules, you must sign in to Salesforce as the system integration user. Creating a schedule without APN integration user permissions can break the APN integration.

To create a system integration user
  1. Sign in to your Salesforce organization as a system administrator.

  2. Create a user in your Salesforce organization. Assign a profile to the user with access to the required objects in your Salesforce organization. For more information, refer to Add a single user.

  3. Assign the user the APN Integration User permissions set. For more information, refer to Assign permission set to users.

Creating a schedule

After completing the prerequisites, you can create synchronization schedules between Salesforce and APN.

To create a synchronization schedule with APN
  1. Sign in to Salesforce as a user with system integration user permissions.

  2. On the Schedules tab, choose New.

  3. Choose the objects to schedule. You can set up schedules for leads and opportunities, or for a single object.

  4. Choose the schedule frequency, from a minimum of every five minutes to a maximum of once a day.

  5. Choose Schedule.

Note
  • Only one schedule per object can be active at one time. Creating a new schedule for the same object deactivates the existing schedule.

  • To disable the inbound integration when creating a schedule, choose Disable Inbound Integration, Schedule.

  • Creating a schedule without APN integration user permissions can break the APN integration.

Deactivating a scheduled job

  1. On the Scheduling page, choose Deactivate All Jobs to turn off any active schedules.

  2. Proceed through the confirmation screen to deactivate the synchronization schedule.

Viewing all schedules

From the Schedules tab, use the list view filters to toggle between Active, Inactive, and All synchronization schedules.