Multi-object mapping - AWS Partner Central

Multi-object mapping

Multi-object mapping allows partners to map AWS fields to a primary source object, such as an opportunity or lead, and to the Salesforce objects related to the primary source.

Note

Remember the following when using multi-object mapping:

  • When using the Salesforce Account object for multi-object-mapping with an opportunity object, you must configure the Default Account in the ACE custom settings to receive opportunities.

  • When receiving an opportunity, if you map to an object other than the chosen Opportunity object, you must ensure that you link the related object to your opportunity record.

    For example, when receiving an AWS referral for the first time, the inserted opportunity has no mapped objects' related IDs unless you configure the Default Account in the ACE custom settings. If you configure the default account, the referral has the IDs of the chosen opportunity or account objects. Otherwise, the mapped field value won't be inserted. In that case, you must modify the opportunity to add the related object ID, and choose Sync with AWS. When AWS pushes the opportunity back to Salesforce, the mapped object’s field updates because it has a reference to the object's related ID.

  • Select the Clone Default Account option in custom settings. This allows AWS to clone the default account when necessary, particularly if you map account fields to your primary object.

To map related objects

  1. In Salesforce, navigate to the ACE Mappings tab and choose an opportunity or lead.

  2. From the Object selector, choose your source object.

    The Salesforce Fields column appears and displays the > symbol at the end of any fields that contain related objects.

  3. Select an > symbol to expand the list of related objects for that field.

  4. Choose the field that you want to map to the AWS field.

  5. Choose Save.