# Configuring the connector for a CRM with Amazon S3 integration
**Important**
Starting in 2024, AWS Partner Central made this integration type unavailable to new users.
**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](crm-integration-setting-up.md) and [Getting started](crm-integration-getting-started.md) earlier in this guide.
The deprecated CRM with Amazon S3 integration uses an Amazon S3 bucket to transfer leads and opportunities . We recommend using the Partner Central API integration as shown in the previous section to create and manage opportunities. However, you can use this configuration if you want to use the connector to manage leads in Salesforce.
**Topics**
+ [Entering connection authentication details](#apn-s3-authentication-details)
+ [Entering system configuration settings](#apn-s3-config-settings)
+ [Testing the connection](#apn-s3-testing)
+ [Sending and receiving opportunities and leads](#sending-receiving-opportunities-leads)
+ [Production checklist](ace-production-checklist.md)
+ [Upgrading AWS Partner CRM connector to the new data model](connector-upgrade-plan.md)
+ [Sandbox testing with the custom ACE opportunity and ACE lead objects](custom-ace-opportunity.md)
+ [Linking AWS Marketplace private offers to ACE opportunities](#linking-private-offers-to-ace)
## Entering connection authentication details
Partners start the integration process by entering the details needed to connect to their Amazon S3 endpoint. Follow each set of steps in the order listed, and complete each set before proceeding to the next one.
The following tasks are performed from the **AWS guided setup** tab. For information about using the tab, refer to [Using guided setup](use-guided-setup.md) earlier in this guide.
**To enter the authentication details**
1. In Salesforce, open the **AWS guided setup** tab. For information about opening that tab, refer to [Using guided setup](use-guided-setup.md) earlier in this guide.
1. Expand **Step 1: AWS connection authentication details** and choose **Start.**
1. On the **Named credentials** page, choose **New earlier**.
1. In the **New named credential** form, enter the values from the following table.
| **Field** | **Value** |
| --- | --- |
| Label | APN API Connection |
| URL | [https://s3.us-west-2.amazonaws.com](https://s3.us-west-2.amazonaws.com) |
| Identity type | Named Principal |
| Authentication protocol | AWS signature version 4 |
| AWS access key ID | Cloud-Ops provides the ID during the prerequisite steps |
| AWS secret access key | Cloud-Ops provides the access key during the prerequisite steps |
| AWS Region | us-west-2 |
| AWS service | s3 |
| Generate authorization header | checked |
| Allow merge fields in HTTP header | unchecked |
| Allow merge fields in HTTP body | unchecked |
1. Choose **Save**.
1. Return to the **AWSGuided setup** page. In the **Authentication details** section, choose **Review** and confirm the credentials.
1. Keep the **AWSGuided setup** page open and go to the next steps.
## Entering system configuration settings
The following steps explain how to enter the correct system configuration settings for the integration.
1. Expand **Step 2: System configuration settings** and choose **Start.**
1. Locate the **AWS Partner CRM Connector Settings**, and choose **Manage**.
1. Choose **New**, and then enter the required values from the following table.
[\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/partner-central/latest/crm/s3-config.html)
1. Choose **Save**.
1. Return to the **AWSGuided setup** page. In the **Authentication details** section, choose **Review** and confirm the credentials.
## Testing the connection
Before testing the connection, make sure you complete the steps in the previous sections.
**To test the connection**
1. Expand **Step 3: Test configuration for APN API**.
1. Choose **Test**.
If the connection succeeds, you receive a confirmation message.
## Sending and receiving opportunities and leads
You send and receive opportunities and leads by synchronizing them with Partner Central. To synchronize an opportunity or lead, you must set the **Sync with Partner Central** field to **True**. Additional key fields for integration include the **Last APN Sync Date** and the **Eligible to Sync with APN** fields.
These fields are included for standard opportunities and leads. However, you must create and map them for any custom source objects.
+ **Sync with Partner Central** – Included in the app for standard opportunities and leads. If a AWS Partner chooses to map to custom objects, a custom boolean field must be created and mapped in the opportunity and lead mappings, respectively.
+ **Last Sync Date with APN** – Indicates the last time the record was successfully sent to or received from APN. This field is autoset when the record is successfully sent to APN or an update is received from APN.
+ **Eligible to Sync with APN** – A formula field that determines if the record is targeted to be sent to APN in the next scheduled job. Calculated based on whether the record was modified since the last time the outbound schedule ran, and it was updated by a user other than the designated integration user for the AWS Partner's organization.
# Production checklist
Follow these steps to complete the production installation of your AWS Partner CRM connector.
1. Confirm that you completed the [onboarding process](https://docs.aws.amazon.com/partner-central/latest/crm/crm-integration-getting-started.html) for the CRM integration. In [stage 6](https://docs.aws.amazon.com/partner-central/latest/crm/stage-6-production-approval.html) of this process, you set up your production environment and perform data migration so you can manage opportunities and leads through the integration.
1. Install and configure the CRM connector. For more information, refer to [Installing the connector](install-connector.md).
1. Map opportunities and lead objects by choosing one of the following mapping options. For reference, see this list of [required fields](https://github.com/aws-samples/partner-crm-integration-samples/blob/main/opportunity-samples/Opportunity-Fields.csv) on GitHub.
+ Use the AWS ACE opportunity custom object provided with AWS Partner CRM connector to log opportunities and share them with AWS. Using this option, you can automatically map AWS fields to Salesforce fields.
+ Use the standard Salesforce object and map the required AWS fields.
+ Use an ACE custom opportunity object. You first create a workflow to populate an intermediate table of ACE opportunity objects and then map the Salesforce fields to AWS.
1. For additional details and guidance about mapping options, refer to [Mapping ACE objects](crm-connector-mapping.md).
1. (Optional) Set up inbound and outbound synchronization schedules between the AWS Partner Network and Salesforce. For details, refer to [Creating synchronization schedules](crm-connector-scheduling.md).
1. To validate a partner-originated opportunity in production, raise a [support case](https://docs.aws.amazon.com/partner-central/latest/crm/crm-integration-faq.html#troubleshooting) with Partner Central Operations (PCO) in your Partner Central account. In this process, you create a dummy opportunity, sync it with AWS, and ask the AWS support agent to confirm that AWS received the opportunity. At the end of testing, ask your AWS support agent to reject the opportunity request so you can delete it from your side.
1. (Optional) Perform data backfill. This process ensures that both AWS Originated and Partner Originated opportunity referrals can be identified during future updates. For more information, refer to [Stage 6: Production approval](https://docs.aws.amazon.com/partner-central/latest/crm/stage-6-production-approval.html) in the CRM onboarding process.
1. Activate the production integration to allow the exchange of files through the Amazon S3 bucket. For details, refer to [Stage 7: Launch](https://docs.aws.amazon.com/partner-central/latest/crm/stage-7-launch.html).
# Upgrading AWS Partner CRM connector to the new data model
**Important**
Test and approve the new data model upgrade in your sandbox Salesforce organization before upgrading your production environment. For the new data model and changes between the old and new models, refer to the following [aws-samples/partner-crm-integration-samples](https://github.com/aws-samples/partner-crm-integration-samples/tree/main/opportunity-samples) on GitHub:
**Opportunity-FieldsAndStandardValues-DiffWithPrevVersion-V14.3.xlsx**
**Opportunity-Fields.xlsx**
**Opportunity\$1-\$1StandardValues.xlsx**
## Prerequisites
+ Use field definitions for new data model guidelines of the ACE CRM integration, and migrate any required open opportunities and leads to the new data model.
+ Add or remove columns in your custom or standard objects (objects used in mapping).
+ Ensure that you're using version 2.0 or later of the AWS Partner CRM connector.
**To upgrade to the new data model**
1. Sign in to your Salesforce organization as a system administrator.
1. Deactivate any active schedules.
1. Choose **Setup**, **Custom Settings**, **AWS Partner CRM connector Settings**, and then update the version to **2.0** or later.
**Note**
Starting with version 2.0, the **Version** field is mandatory. This field specifies the payload version that partners use to interact with the CRM Integration. When partners move to version 2.0, they must fully adopt its specifications. Reverting to previous versions isn't permitted.
1. Choose the **ACE Mapping** tab.
1. Create, review, and update all required field mappings and details. For sandbox testing, use the custom ACE opportunity and ACE lead object to test the new data model features. For more information, refer to [Sandbox testing with the custom ACE opportunity and ACE lead objects](custom-ace-opportunity.md).
1. Activate schedules for opportunities and leads.
1. Review the ACE sync logs for synchronization errors and make any corrections.
1. Review the synced opportunities and leads to ensure that the data transformation is accurate. Alternatively, review the opportunities and leads in ACE to ensure that the new data model changes are captured accurately.
1. Follow your product deployment process to migrate the changes to your production Salesforce environment.
**Note**
If you need help, refer to [Getting help](getting-help.md).
# Sandbox testing with the custom ACE opportunity and ACE lead objects
**Note**
If you are an existing CRM connector user, refer to [Upgrading AWS Partner CRM connector to the new data model](connector-upgrade-plan.md).
1. Sign in to your Salesforce organization as a system administrator.
1. Choose **Setup**, **Custom settings**, **AWS Partner CRM connector settings**, and update version to **2**.
1. Choose the **ACE Mapping** tab.
1. For **Opportunity**, map it to the **ACE opportunity** custom object.
1. Choose **Auto Map ACE object**.
**Note**
If you want to upgrade to the new version of the CRM connector that want to use the custom ACE opportunity and ACE lead objects from the connector for sandbox testing, we recommend manually deleting any available records from the `Field Mappings` and `Field Mapping Details` objects from the database before using the Auto Map ACE object feature. You only need to do this once.
1. Review field mappings and field mapping values for picklist and multipicklist.
1. Activate schedules for opportunities and leads.
1. Review the ACE Sync Logs for synchronization errors and make any required corrections.
1. Review the synced opportunities and leads to ensure the data transformation is accurate. Alternatively, review the opportunities and leads in ACE to ensure that the new data model changes have been accurately captured.
## Viewing sync log detail records for ACE opportunities
You can view sync log details for AWS-delivered ACE opportunities on the **Related** tab on the ACE opportunity record.
**Note**
These steps only apply to AWS-delivered ACE opportunity objects. If you map to standard or custom objects in your Salesforce organization, you can view sync log details on the **ACE Sync Log** tab.
1. Sign in to your Salesforce organization.
1. In the **App Launcher**, choose **AWS Partner CRM connector**.
1. Choose the **ACE Opportunities** tab.
1. Choose an ACE opportunity record.
1. Choose the **Related** tab to view details including **Sync Log Name**, **Status**, **Error Message**, and **Created Date**.
## Linking AWS Marketplace private offers to ACE opportunities
You can link private offers directly from the AWS delivered ACE opportunity record page.
1. Sign in to your Salesforce organiziation.
1. In the **App Launcher**, choose **AWS Partner CRM connector**.
1. Choose the **ACE Opportunities** tab.
1. Choose an ACE opportunity record.
1. Choose **Link Private Offer**.
1. In **Offer ID Look Up**, choose the private offer.
1. Choose **Save**.