Integration prerequisites
The following topics list the prerequisites needed for using the AWS Partner CRM connector, and for a Partner Central API integration. For information about the prerequisites for a third-party integration, contact your integration provider.
Expand each section to learn more.
To use the CRM connector or create a Partner Central API integration, you must have the following prerequisites.
An AWS account. To use the Partner Central API, you must have an AWS account or an AWS Marketplace seller account for account linking. To integrate the CRM connector with AWS Marketplace, you must have a seller account.
To create an AWS account, navigate to Sign up for AWS
. For information about creating a seller account, refer to Registering as an AWS Marketplace seller in the AWS Marketplace Seller Guide. -
An AWS Partner Central account. For information about creating the account, refer to Registering in AWS Partner Central in the AWS Partner Central Getting Started Guide.
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Linked Partner Central and AWS Marketplace seller accounts. For information about linking the accounts, refer to Linking your AWS Partner Central and AWS Marketplace accounts later in this guide.
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An IAM user in your AWS Marketplace seller account. The user enables the connector to authenticate Salesforce on AWS. For more information, refer to Creating the IAM user in your AWS Marketplace seller account later in this guide.
Setting up an integration requires people with the following roles:
Salesforce administrator.
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Partner alliance lead – Has permission to initiate a new Integration request through Partner Central. The partner alliance lead oversees the progress of the Integration and monitors the status from the CRM Integration page in Partner Central.
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Program manager – Entrusted with driving the Integration process from the partner’s side. This person is able to define essential processes and necessary enablement post-integration.
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Partner CRM administrator – Helps map fields between AWS and the partner’s CRM. If partners choose an Integration through the AWS Partner CRM connector, the administrator is critical to its setup.
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Developers – For partners who choose the custom option, developers build and implement the custom Integration.
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Partner cloud operations and IT team – Configures authentication credentials, such as the IAM user or role. This involves creating an AWS account and an AWS user for secure access.
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AWS Partner development manager (PDM) – The partner’s AWS contact. You route all communication with the AWS team through the PDM. For more information, refer to Integration FAQ later in this guide.
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AWS Partner solutions architect (PSA) – Works closely with the PDM to assist with any technical questions from the partner.
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AWS CRM Integration support – Addresses technical support issues that partners raise through the Support Center in Partner Central.
After you install the connector, you configure it to work with the following types of CRM integrations and services:
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An AWS Partner Central API integration.
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An earlier CRM with Amazon S3 integration, but only if you created the integration before 2024.
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AWS Marketplace.
You must configure the connector for each type of integration. In turn, the configurations enable Salesforce to exchange data with the corresponding integration.
The following topics list and describe the prerequisites for each type of configuration. Expand each section to learn more.
Complete the general prerequisites listed in Integration prerequisites earlier in this guide.
To use the CRM connector with AWS Marketplace, you must have must have the following prerequisites:
The general prerequisites listed earlier in this section.
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At least one product listed on AWS Marketplace. For information about listing products, refer to Preparing your product for AWS Marketplace in the AWS Marketplace Seller Guide.
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An Amazon S3 bucket for storing your custom end user license agreements. For more information about creating a bucket, refer to Creating a bucket in the Amazon S3 User Guide.
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A service-linked role for Resale Authorization. Independent software vendors and AWS Marketplace Channel Partners must create a service-linked role that provides resource-sharing permissions to AWS. Refer to CPPO Prerequisites in the AWS Marketplace API Reference, and Using service-linked roles for Resale Authorization with AWS Marketplace in the AWS Marketplace Seller Guide.
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Amazon EventBridge for real-time notifications. For information about setting up notifications, refer to Setting up real-time notifications for AWS Partner Central and AWS Marketplace events later in this section.
