Upgrading the connector to the latest version
The following topics explain how to upgrade the AWS Partner CRM connector to latest version. Upgrading involves adding buttons, sync log details, and mapping values to your opportunity records.
Note
For information about upgrading an Amazon S3 integration, refer to Upgrading from a CRM with Amazon S3 integration to the Partner Central API later in this guide.
Topics
Adding the Import Resale Authorization button
The following steps explain how to add the Import Resale Authorization button to the Resale authorization section of an opportunity. The button enables you to import resale authorizations from AWS Marketplace.
To add the button
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Sign in to your Salesforce organization as a system administrator.
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Choose Setup, Object Manager, then choose Resale authorization.
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In the left navigation pane, choose List View Button Layout.
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Choose Edit to open the list view editor.
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In the Custom Buttons section, in the Available Buttons column, choose Import Resale Authorization.
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Choose the right-arrow button to add Import Resale Authorization to the Selected Buttons list.
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Choose Save.
After upgrading to version 2.2 or later, do the following:
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To ensure that your product information is current, refresh your products on the Refresh Products tab.
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Follow the procedures in this section to complete the transition to version 2.2.
Adding the Import Offer button
The following steps explain how to add the Import Offer button.
To add the button
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Sign in to your Salesforce organization as a system administrator.
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Choose Setup, Object Manager.
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Choose Private Offer.
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In the left navigation pane, choose List View Button Layout, then choose Edit to open the list view editor.
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In the Custom Buttons section, in the Available Buttons column, choose Import Offer.
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Choose the right-arrow button to add Import Offer to the Selected Buttons list.
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Choose Save.
Adding the Import Agreement button
The following steps explain how to add the Import Agreement button to the Agreements section of an opportunity record.
To add the button
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Sign in to your Salesforce organization as a system administrator, choose Setup, then Object Manager.
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Choose Agreement, and in the Details section, choose Edit.
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Choose Allow Search.
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Choose Save.
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In the left navigation pane, choose List View Button Layout.
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In the Custom Buttons section, in the Available Buttons column, choose Import Agreement, then choose the right-arrow button to add Import Agreement to the Selected Buttons list.
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Choose Save.
Adding sync log details to the ACE opportunity Record page
The following steps explain how to add sync log details to an ACE Opportunity Record page.
To add the log details
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Sign in to your Salesforce organization as a system administrator.
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Choose Setup, Object Manager.
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Choose ACE Opportunity.
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In the left navigation pane, choose ACE Opportunity Layout.
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Choose Related Lists.
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Choose and move Sync Log Details to the Related Lists section of the page layout.
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Choose Save.
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Customize related lists for Sync Log Details and add Created Date, Error Messages, and Status fields to Related Lists. For more information, refer to Customize Related Lists
in the Salesforce help. -
Choose Save.
Note
Version 2.2 of the CRM connector features a path for AWS-delivered ACE opportunities. For
information about viewing that path, refer to Enable Paths
Adding mapping values to the Closed Lost Reason label
The following steps explain how to add automatic field mapping values to the Closed Lost Reason label of ACE opportunity objects.
To add the mapping values
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Sign in to your Salesforce organization as a system administrator.
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Choose the ACE Mappings tab.
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In the navigation bar, choose Opportunity.
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In the Object Selector, choose ACE Opportunity.
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For the Closed Lost Reason label, choose Edit Values.
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Choose Auto Map.
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Choose Next.
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Choose Save.
