# Upgrading from a CRM with Amazon S3 integration to the Partner Central API
<a name="upgrade-crm-api"></a>

**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 steps in the following sections explain how to upgrade from an earlier CRM with Amazon S3 integration to the AWS Partner Central API. Upgrading removes the need for several ACE requirements, such as the need for an integration user, and the need to set up synchronization schedules.

**Topics**
+ [Upgrade features](api-upgrade-features.md)
+ [Set up named credentials](set-up-api-credentials.md)
+ [Add the Approval Status button to the Opportunity Lightning Record page](add-approval-status-button.md)
+ [Add the remaining buttons](add-remaining-buttons.md)
+ [Refresh the Solution Offerings tab](refresh-the-solutions-from-the-solution-offerings-tab.md)

# Upgrade features
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The upgrade provides the following features:
+ You no longer need an ACE integration user permission set in Salesforce.
+ You no longer need to create a schedule for ACE opportunities in Salesforce.
+ The Partner Central API also provides a set of buttons that enable the following actions on your **Opportunity Lightning Record** page:
  + **Approval Status** – Accept or reject AWS Referred Opportunities.
**Note**  
This button replaces the **Partner Acceptance Status** list. You must use the button to accept AWS-originated opportunities. 
  + **Share with AWS** – Create and update opportunities.
  + **Associate or Disassociate** – Associate or disassociate an opportunity with Partner Solutions, AWS products, and AWS Marketplace offers throughout the opportunity lifecycle.
  + **Assign** – Reassign an opportunity to another user in your Partner Central account.

  You add the buttons after you set up named credentials. The following topics explain how to complete those tasks.

# Set up named credentials
<a name="set-up-api-credentials"></a>

To upgrade to the Partner Central API, you first set up named credentials. The CRM connector uses your Salesforce organization credentials to authenticate with Partner Central.

**To set up credentials**

1. Sign in to Salesforce as a system administrator.

1. Under **Named credentials**, choose **New earlier**.

1. In the **New named credential** form, enter the values from the following table.    
[\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/partner-central/latest/crm/set-up-api-credentials.html)

1.  Choose **Save**. 

1.  Return to the **AWSGuided setup** page. In the **Authentication details** section, choose **Review** and confirm the credentials. 

# Add the Approval Status button to the Opportunity Lightning Record page
<a name="add-approval-status-button"></a>

The following steps explain how to add the **Approval Status** button to your Opporuntiy Lightning Record page. The button enables you to see the status of your opportunities as they go through the approval process.

**To add the button**

1. Sign in to your Salesforce organization as a system administrator. 

1. Navigate to the **Opportunity Lightning Record** page. 

1. Choose the highlighted panel to open the properties pane.

1. Select **Upgrade now**.

1. Select **Migrate existing actions**, then select the page layout from which you want to upgrade the actions.

    —OR— 

   Start from scratch and add the actions manually.

1. From the **Actions** list, choose **Approval Status**.

1. Choose **Save**.

**Note**  
You only need to complete steps 4 and 5 once. 
The **Approval status** button only appears in the **Opportunity Lightning Record** page for AWS-referred opportunities. 

# Add the remaining buttons
<a name="add-remaining-buttons"></a>

You can add some or all of the buttons listed in the following steps.

**To add the buttons**

1. Sign in to your Salesforce organization as a system administrator. 

1. Navigate to the **Opportunity Lightning Record Page**. 

1. Choose the highlighted panel to open the properties pane.

1. Choose **Assign from Actions**, then select some or all of the following items:
   + **Share with AWS**
   + **Associate or Disassociate**
   + **Assign**

   For more information about what each button does, refer to [Upgrade features](api-upgrade-features.md), earlier in this guide.

1. Choose **Save**.

# Refresh the Solution Offerings tab
<a name="refresh-the-solutions-from-the-solution-offerings-tab"></a>

The following steps explain how to refresh the data on the **Solution Offerings** tab.

1.  Sign in to your Salesforce organization as a system administrator. 

1.  Navigate to the **Solution Offerings** tab. 

1.  Select **Refresh Solutions**.