Working with opportunity updates - AWS Partner Central
Updating opportunitiesReceiving updates from AWS on opportunities

Working with opportunity updates

Updating opportunities

Partners can use the UpdateOpportunity action to update opportunities, with specific rules governing which fields are updated, and when they're updated:

  1. Updates cannot be made if the Lifecycle.ReviewStatus is Submitted or In-Review.

  2. Before submission, partners can make updates, but AWS will not process them unless the StartEngagementFromOpportunityTask action is invoked.

  3. When the opportunity is in Submitted or In-review status, all updates are blocked.

  4. If the opportunity is in Action Required status, AWS opens select fields for updates. These fields include:

    • Customer.Account.Address.City

    • Customer.Account.Address.Country

    • Customer.Account.Address.PostalCode

    • Customer.Account.Address.StateOrRegion

    • Customer.Account.Address.StreetAddress

    • Customer.Account.WebsiteUrl

    • LifeCycle.TargetCloseDate

    • Project.ExpectedCustomerSpend.Amount

    • Project.ExpectedCustomerSpend.CurrencyCode

    • Project.ExpectedCustomerSpend.EstimationURL

    • Project.ExpectedCustomerSpend.Frequency

    • Project.ExpectedCustomerSpend.TargetCompany

    • Project.CustomerBusinessProblem

    • PartnerOpportunityIdentifier

  5. After the review process (i.e., when Lifecycle.ReviewStatus is set to Approved), the following fields cannot be updated:

    • Customer.Account.Address.Country

    • Customer.Account.Address.PostalCode

    • Customer.Account.Industry

    • Customer.Account.WebsiteUrl

    • Project.CustomerBusinessProblem

    • PartnerOpportunityIdentifier

    • Project.Title

  6. For all other fields, updates can be made using the UpdateOpportunity action. However, additional restrictions may apply based on business rules for the specific program or opportunity type. For more details, refer to field-level validations.

  7. For all updates made through both the UI and API, the Opportunity Updated event is generated.

Receiving updates from AWS on opportunities

AWS typically updates AWS opportunities, and each time an update is made, an Opportunity Updated event is generated.

To retrieve the latest updates from AWS, partners need to invoke two separate actions

  1. GetOpportunity to retrieve details of the partner's opportunity.

  2. GetAWSOpportunitySummary to retrieve real-time summaries of the AWS opportunity data.

Most regular updates from AWS will be available through the GetAWSOpportunitySummary response. However, AWS may occasionally update attributes in the partner's opportunity directly.

To consume updates from AWS

  1. Invoke the GetAWSOpportunitySummary action to retrieve the latest details of the AWS Opportunity.

  2. If changes need to be reflected in the partner's opportunity, use the UpdateOpportunity action to copy the relevant data onto the partner's opportunity.

Partners can choose to automate this process as a direct update mechanism or implement a manual review process to validate and update the data.