# Using the CRM connector in Salesforce
The following topics explain how to use Salesforce and the CRM connector to manage customer engagements, and how to manage AWS Marketplace activities such as private offers and resale authorizations. The topics assume that you have configured the connector for AWS Partner Central and AWS Marketplace.
**Topics**
+ [Managing ACE opportunities](manage-ace-opportunities.md)
+ [Managing opportunities in a Partner Central API integration](manage-aws-opportunities.md)
+ [Managing opportunities in a CRM with Amazon S3 integration](manage-s3-opportunities.md)
+ [Managing AWS Marketplace activities](crm-manage-marketplace.md)
# Managing ACE opportunities
The following topics explain how to use the AWS Partner CRM connector to manage ACE opportunities.
**Topics**
+ [Creating partner-originated opportunities](create-partner-opportunity.md)
+ [Viewing opportunity records](viewing-opportunities.md)
+ [Updating an opportunity's stage](update-opportunity-stage.md)
+ [Cloning an opportunity](clone-opportunity.md)
# Creating partner-originated opportunities
The following steps explain how to create a partner-originated opportunity.
1. Sign in to your Salesforce organization as a sales user.
1. Choose **App launcher**, then search for and choose **AWS Partner CRM connector**.
1. Open the **ACE Opportunities** tab.
1. Choose **New**.
1. Fill in the fields. Make sure you complete all required fields.
1. Choose **Save**.
1. When ready, on the opportunity record page, choose **Share with AWS** to send the opportunity to AWS.
# Viewing opportunity records
The following steps explain how to view opportunity records in the CRM connector app.
1. Sign in to your Salesforce organization as a sales user.
1. From the **App launcher**, search for and choose **AWS Partner CRM connector**.
1. Open the **ACE Opportunities** tab.
1. View an opportunity by selecting its **ACE Opportunity Name**.
# Updating an opportunity's stage
The following steps explain how to update an opportunity's stage.
1. Sign in to your Salesforce organization as a sales user.
1. Choose **App launcher**, then search for and select **AWS Partner CRM connector**.
1. On the **ACE Opportunities** tab, open the opportunity record.
1. Do one of the following:
In the **stage path**, choose the required stage.
—OR—
In the **Stage** field, enter the required stage.
—OR—
Choose **Mark Stage as Complete**.
1. Choose **Save**.
# Cloning an opportunity
Cloning enables you to create a new opportunity that contains details from an existing opportunity. The following steps explain how.
1. Sign in to your Salesforce organization as a sales user.
1. Choose **App launcher**, then search for and select **AWS Partner CRM connector**.
1. On the **ACE Opportunities** tab, open the opportunity record.
1. Choose the **Clone** button.
1. Remove the **APN CRM unique identifier** value, and update the other fields as required.
1. Choose **Save**.
# Managing opportunities in a Partner Central API integration
The following topics explain how to complete the tasks specific to specific to a Partner Central API integration.
**Topics**
+ [Accepting or rejecting AWS originated opportunities](accept-reject-aws-opportunity.md)
+ [Assigning an opportunity to another user](assign-opportunity.md)
+ [Associating or dissociating an opportunity](associate-disassociate-opportunity.md)
+ [Accepting multiple opportunities](accepting-multiple-opportunities.md)
+ [Assigning multiple opportunities](assigning-multiple-opportunities.md)
# Accepting or rejecting AWS originated opportunities
The following steps explain how to accept or reject an opportunity that originates from AWS Sales.
1. Open the opportunity record.
1. Choose the **Approval Status** button.
1. In the **Partner acceptance status** field. Choose **Accepted** or **Rejected**.
If you choose **rejected**, open the **Rejection reason** list and choose a reason.
1. Choose **Save**.
# Assigning an opportunity to another user
The following steps explain how to assign an opportunity to another user in your Partner Central account.
**Important**
You can only assign an AWS-originated opportunity after it has been accepted.
1. Open the opportunity record.
1. Choose the **Assign** button.
1. In the **Assign opportunity** dialog box, complete all the fields.
1. Choose **Save**.
# Associating or dissociating an opportunity
The following steps explain how to associate and disassociate an opportunity from Partner Solutions, AWS products, or AWS Marketplace offers. You can associate and disassociate an opportunity at any time during the opportunity's lifecycle.
**To associate an opportunity**
1. Open the opportunity record.
1. Choose the **Associate or Disassociate** button.
1. In the **Associate or Disassociate Opportunity** dialog box, choose the required **Solution(s)**, **AWS product(s)**, **AWS Marketplace offer(s)**, or enter in a value under **Other**
1. Choose **Save**.
**To disassociate an opportunity**
1. Open the opportunity record.
1. Choose the **Associate or Disassociate** button.
1. Choose the **X** next to the **Solution(s)**, **AWS product(s)**, or ** AWS Marketplace offer(s)** that you want to remove.
1. Choose **Save**.
# Accepting multiple opportunities
You can accept multiple AWS-originated opportunities simultaneously using the bulk accept functionality. This feature streamlines the process of accepting opportunities, reducing manual effort.
1. In the AWS Partner CRM Connector, open the **ACE Opportunities** tab.
1. Select the opportunities you wish to accept by checking the box in the first column.
1. Choose the **Accept Opportunities** button on the top right. If the button is not visible, choose the down arrow and then choose **Accept Opportunities**.
1. On the **Accept Opportunities** page, only the opportunities which have not been accepted will be selected.
1. Confirm the selected opportunities, and then choose **Accept Opportunities**.
1. The next screen will show the progress of the Accept Opportunities job.
1. When complete, the **Accept Opportunities** screen will show the number of items processed and any errors.
1. Choose **Close** to go back to the **ACE Opportunities** tab.
# Assigning multiple opportunities
You can assign multiple opportunities to another user in your Partner Central account simultaneously using the bulk assign functionality. This feature streamlines the process of assigning opportunities, reducing manual effort.
**Important**
Before assigning opportunities to a user, the opportunity must be shared with AWS. Opportunities not shared with AWS will fail processing or be unchecked during the assigning wizard.
1. In the AWS Partner CRM Connector, open the **ACE Opportunities** tab.
1. Select the opportunities you wish to assign by checking the box in the first column.
1. Choose the **Assign Opportunities** button on the top right. If the button is not visible, choose the down arrow and then choose **Assign Opportunities**.
1. On the **Assign Opportunities** page, enter the required fields: **First name**, **Last name**, **Email**, and **Business title**.
1. Under **Selected Opportunities** only the opportunities shared with AWS will be selected. Any opportunities not shared with AWS will be deselected.
1. Confirm the selected opportunities, and then choose **Assign Selected Opportunities**.
1. The next screen will show the progress of the Assign Opportunities job.
1. When complete, the **Assign Opportunities** screen will show the number of items processed and any errors.
1. Choose **Close** to go back to the **ACE Opportunities** tab.
# Managing opportunities in a CRM with Amazon S3 integration
The following topics explain how to use the CRM connector with a CRM with Amazon S3 integration.
**Topics**
+ [Importing solutions into Salesforce](import-solutions-tab.md)
+ [Accepting or rejecting AWS-originated opportunities](accept-reject-opportunities.md)
+ [Synchronizing opportunity and lead data](send-receive-opportunities-leads.md)
+ [Linking AWS Marketplace private offers to ACE opportunities](link-private-offer-to-opportunity.md)
+ [Viewing sync log detail records for ACE opportunities](view-ace-details.md)
# Importing solutions into Salesforce
Partner Solutions are software products or consulting practices that AWS Partners create and deliver. They’re designed to help customers solve specific business challenges or achieve specific goals using AWS services. For more information, refer to [Creating a solution](https://docs.aws.amazon.com/partner-central/latest/builder-guide/creating-a-solution.html) in the *AWS Partner Central Builder Guide*.
The following steps explain how to import Partner Central solutions into Salesforce. You can then associate the solutions with opportunities.
**To import solutions**
1. Sign in to Salesforce as a sales user.
1. Choose **App launcher**, then search for and select **AWS Partner CRM connector**.
1. Open the **Solution Offerings** tab.
1. Choose the **Refresh Solutions** button.
1. Choose **Proceed** to confirm that you want to import solutions from Partner Central.
# Accepting or rejecting AWS-originated opportunities
The following steps explain how to accept or reject opportunities in an APN Amazon S3 integration.
1. Open the opportunity record.
1. Open the **Partner acceptance status** list and choose **Accepted** or **Rejected**.
If you choose **Rejected**, open the **Rejection reason** list and choose a reason.
1. Choose **Save**.
# Synchronizing opportunity and lead data
To sync an opportunity or lead with APN, you must set the **Sync with Partner Central** field to **True**. Additional fields for integration include the **Last APN Sync Date** and **Eligible to Sync with APN** fields. Standard opportunities and leads include those fields. However, you set must create and map the fields for the corresponding object if the source objects are set to custom.
+ **Sync with Partner Central** – Included in the app for standard opportunities and leads. If you choose to map to custom objects, you must create and map this field as boolean.
+ **Last Sync Date with APN** – Indicates the last time the record was successfully sent to APN or received from APN. This field is auto set 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 if 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.
# Linking AWS Marketplace private offers to ACE opportunities
You can link private offers directly from the AWS delivered ACE opportunity record page in Salesforce.
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 **Link Private Offer**.
1. In **Offer ID Look Up**, choose the private offer.
1. Choose **Save**.
# Viewing sync log detail records for ACE opportunities
You can view sync log details for AWS-delivered ACE opportunities on the **Related** section of 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** section.
1. Sign in to your Salesforce organization.
1. In the **App Launcher**, choose **AWS Partner CRM connector**.
1. In the **ACE Opportunities** section, choose an ACE opportunity record.
1. The **Related** section displays details, including **Sync Log Name**, **Status**, **Error Message**, and **Created Date**.
# Managing AWS Marketplace activities
The following topics explain how to use the CRM connector to manage AWS Marketplace activities from within Salesforce.
**Topics**
+ [Synchronizing Salesforce with your AWS Marketplace products](crm-sync-salesforce.md)
+ [Managing private offers](crm-manage-private-offers.md)
+ [Managing AWS Marketplace agreements](crm-manage-agreements.md)
+ [Managing AWS Marketplace resale authorizations](crm-resale-authorizations.md)
# Synchronizing Salesforce with your AWS Marketplace products
Before you can work with AWS Marketplace products, you must first synchronize them with Salesforce. Synchronizing ensures that you have the latest product details.
**To synchronize**
1. Sign in to Salesforce as a system administrator.
1. Choose **App launcher**, then search for and select **AWS Partner CRM connector**.
1. Choose the **Products** tab, then choose **Refresh Products**.
1. For the prompt **Do you want to pull the list of products from the AWS Marketplace**, choose **Proceed**.
When the synchronization process finishes, you can use the connector app to create and manage **Private Offers** and **Resale Authorizations**. The following sections explain how.
# Managing private offers
The following topics explain how to use Salesforce to create and manage private offers for your AWS Marketplace products. Topics include creating, modifying, and tracking private offers, creating flexible payment schedules, create future-dated agreements, and manage the entire lifecycle of your private offers.
**Topics**
+ [Accessing your private offers](#crm-view-private-offers)
+ [Creating private offers](#crm-create-private-offer)
## Accessing your private offers
To create and manage AWS Marketplace private offers from within Salesforce, you use the **private offers** tab in the **AWS Partner CRM connector**. The following steps explain how to start the tab.
1. Sign in to the Salesforce organization as an AWS Marketplace user.
1. From the App launcher, search for and choose **AWS Partner CRM connector**.
1. Choose the **Private Offers** tab.
## Creating private offers
The following topics explain how to create AWS Marketplace private offers from within Salesforce. Expand each section to learn more.
### Steps for creating private offers
**Note**
When creating a private offer, dynamic fields appear based on your chosen product, and on your selections as you move through the creation process.
The following steps explain how to create a private offer. You must complete the [Required fields for private offers](#private-offer-required-fields). Optionally, you can create a flexible payment schedule and a future dated agreement, depending on the type of product selected. Also, you can save the offer as a draft, or publish it to the buyer account.
1. On the **Private Offers** tab, choose **New**.
1. On the **Create an Offer** page, at a minimum, complete the [Required fields for private offers](#private-offer-required-fields) listed in the next section.
1. Do some or all of the following:
+ **To create a flexible payment schedule**
1. In the **Product and Buyers** section, choose **Enable fixed units and allow buyers to pay for this product in installments**.
1. Configure payments in the **Payment Schedule** section.
+ **To create a future dated agreement**
1. In the **Service Length** section, choose **New offer starting at future date**.
1. Enter **Service start date** and **Service end date** (if required).
1. Choose **Create Offer** to publish the offer to the buyer.
—OR—
Choose **Save as draft** to save the offer as a draft to complete later without releasing it to the buyer.
### Required fields for private offers
To create an AWS Marketplace private offer, you must complete the fields in the following list, including any options.
**Products and buyers**
**ISV** – Self
**Products** – Choose from the list of products synced through the connector.
**Buyer accounts** – Enter your own seller test account to validate the integration.
**Offer details**
**Offer name** – Enter a custom name.
**Offer description** – Enter a custom offer description.
**Service length or contract duration**
Choose **New offer** then choose a service lent, such as 12 months.
**Offer dimensions**
Choose the entitlement type that you want to offer.
Add offer rates to or update existing rates of your chosen dimensions.
To submit an offer in which any of the dimension rates are set at \$10, choose **I want to enable zero dollar pricing**.
**End User License Agreement (EULA)**
Choose **Standard Contract for AWS Marketplace** or **Custom EULA**.
If you choose **Custom EULA**, you must configure an Amazon S3 bucket to store the custom EULA when you onboard the AWS seller account. For more information, refer to [Creating your first Amazon S3 bucket](https://docs.aws.amazon.com/AmazonS3/latest/userguide/GetStartedWithS3.html#creating-bucket) in the *Amazon Simple Storage Service User Guide*.
**Renewals**
For **Is this offer intended to renew an existing paid subscription with an existing customer for the same underlying product?**, choose ** Yes** or **No**.
**Expiration information**
Enter the offer expiration date. For subscription-type products, enter the subscription end date.
### Viewing and refreshing offer status
1. Open the **Private Offers** tab.
1. From the **Private Offers** list, choose the **Private Offer Name**.
1. Choose **Refresh Offer Status**. The offer status appears at the bottom of the page. Available values: **PREPARING**, **APPLYING**, **SUCCEEDED**, or **FAILED**.
**Note**
The status can take up to two hours to change to **SUCCEEDED**.
### Modifying an offer's expiration date
1. Open the **Private Offers** tab.
1. From the **Private Offers** list, choose the **Private Offer Name**.
1. Choose **Modify expiry/validity**.
1. Choose the new **Offer expiration date.**
1. Choose **Modify expiry/validity** to save your selection.
### Modifying a private offer's expiration date
After you cancel a private offer, no new customers can subscribe to it. Customers with existing subscriptions will stay subscribed until their offer terms expire.
1. Open the **Private Offers** tab.
1. From the **Private Offers** list, choose the **Private Offer Name**.
1. Choose **Cancel Offer**, then choose **Cancel offer** again to confirm the cancellation.
### Copying a private offer's URL
1. Open the **Private Offers** tab.
1. From the **Private Offers** list, choose the **Private Offer Name**.
1. Locate the **Offer status** section towards the bottom of the page.
1. Choose **Copy URL**.
### Cloning a private offer
Cloning a private offer creates a new offer that contains data from the cloned offer. If you enable the connector's **Add seller account to buyer list** setting, the connector automatically inserts the AWS seller account number in the **Buyer Accounts** list. This helps the seller refer to the private offer from the buyer's perspective.
1. Open the **Private Offers** tab.
1. From the **Private Offers** list, choose the **Private Offer Name**.
1. Choose **Clone Offer.**
1. Edit the **Offer Details** section of the cloned offer as necessary.
1. If necessary, re-upload the EULA.
1. Choose **Create offer**.
### Using the FPS utility to populate payment schedules
When creating an AWS Marketplace private offer, use the FPS utility to populate payment schedules with fixed costs and equal payment gaps.
**To use FPS**
1. On the **Payment Schedule** tab, choose **Yes** to generate a payment schedule with fixed cost and equal payment gaps.
1. Choose a **Payment Frequency** of 15, 30, 90. or 365 days.
1. Choose **Remainder Options**. To place the remainder of the uneven payment on the first payment, choose **Frontload**. To place the remainder on the last payment, choose **Backend**.
1. For **Calendar Options**, to configure the payment frequency to include weekend days, choose **Calendar Day**. To not include weekend days, choose **Business Day**.
1. Enter the payment amount (sum of all payments), payment start date (first payment), and approximate payment end date.
1. Choose **Generate Schedule**.
1. Review and edit the payment amounts and invoice dates as needed.
# Managing AWS Marketplace agreements
The following topics explain how AWS sellers and Channel Partners can use the CRM connector to access agreements and view agreement details.
**Topics**
+ [](#crm-refresh-agreements)
##
As a best practice, refresh your agreements list before you take any other action.
**To refresh agreements**
1. Sign in to your Salesforce organization as an AWS Marketplace user.
1. Choose **App Launcher**, then search for and select **AWS Partner CRM connector**.
1. Choose the **Agreements** tab.
1. Choose **Refresh Agreement**.
1. In the **Refresh Agreements** dialog box, choose **Proceed**.
The system syncs the agreements for all private offers and displays them on the **Agreements** tab.
### Creating agreement-based offers
AWS Marketplace sellers and Channel Partners can create agreement-based offers, then use them to generate new private offers based on the existing agreements. Agreement based offers are subject to certain limitations. For more information, refer to [Amending agreements in AWS Marketplace](marketplace/latest/userguide/private-offers-upgrades-and-renewals.html) in the *AWS Marketplace User Guide*.
**Note**
As a best practice, refresh the data on the **Shared resale authorization** tab before creating an agreement-based offer.
**To create an agreement-based offer**
1. Sign in to your Salesforce organization as an AWS Marketplace user.
1. From the App Launcher, search for and choose **AWS Partner CRM connector**.
1. Choose the **Agreements** tab.
1. In the **Agreements** list, choose the agreement name.
1. Choose **Create Agreement Based Offer**.
1. On the **Create an Offer** form, complete the required fields.
1. Choose **Create offer**.
# Managing AWS Marketplace resale authorizations
As an ISV, you can authorize an AWS Channel Partner to resell your products by creating a resale authorization directly within Salesforce using the AWS Partner CRM Connector. The connector allows you to specify a fixed rate per product dimension, which creates a wholesale price for the AWS Channel Partner. The Channel Partner can then mark up the wholesale price when creating private offers for buyers. The connector enables you to manage the entire lifecycle of resale authorizations, from creation and modification to deactivation and cloning, so you can handle all aspects of your channel partner relationships without leaving Salesforce.
**Topics**
+ [Using the Resale authorization tab](#crm-resale-auth-tab)
+ [Creating an AWS Marketplace resale authorization](#crm-resale-auth-creation-steps)
+ [Required fields for resale authorizations](#crm-required-resale-fields)
+ [Deactivating a resale authorization](#crm-deactivate-resale-auth)
+ [Cloning resale authorizations](#crm-clone-resale-auth)
+ [Viewing and refreshing resale authorization status](#crm-view-refresh-auth-status)
## Using the Resale authorization tab
You use the **Resale authorization** tab in the AWS Partner CRM connector to create and manage resale authorizations.
**To start the tab**
1. Sign in to your Salesforce organization as an AWS Marketplace user.
1. Choose **App launcher**, then search for and select **AWS Partner CRM connector**.
1. Choose the **Resale authorization** tab.
## Creating an AWS Marketplace resale authorization
**Note**
When creating a resale authorization, dynamic fields will appear based on your chosen product, and the selections you make during the creation process.
The following steps explain how to create an AWS Marketplace resale authorization You have the option of creating a flexible payment schedule and a future dated agreement based on the type of product selected. You can create a resale authorization and publish it to a channel partner, or save an authorization as a draft without releasing it.
1. On the **Resale Authorizations** tab, choose **New**.
1. On the **Create a Resale Authorization** page, complete the required fields.
1. (Optional) Create a flexible payment schedule
1. In the **Product and Buyers** section, choose **Enable fixed units and allow buyers to pay for this product in installments**.
1. Configure payments in the **Payment Schedule** section.
1. Choose **Create resale authorizations** to publish the offer to the channel partner.
—OR—
Choose **Save as draft** to complete the offer later without releasing it to the channel partner.
## Required fields for resale authorizations
You must complete the following fields and any options as listed here.
**Products and buyers**
**Products** — Choose from the list of available products synched through the CRM connector.
**Buyer Accounts**
A comma-separated list of target buyer accounts for offer.
**Resale Authorization Details**
**Resale Authorization Name** – Enter a name
**Description** – Enter a description (viewable by the AWS Channel Partner)
**Reseller Account** – Enter the 12-digit AWS account number of the reseller.
**Resale Authorization Name**
Enter a name.
**Description**
Enter a description (viewable by the AWS Channel Partner).
**Reseller Account**
Enter the 12-digit AWS account number of the reseller.
**Contract duration (if applicable)**
**Standard**
**Custom Duration** – When you choose this option, enter **Custom Service Length**.
**Product pricing (if applicable)**
+ Choices include **Usage model** or **Contract model**.
+ For **Contract model**, you can enable FPS in the **Buyers and Products** section.
**Legal terms**
+ Choose **Standard Contract for AWS Marketplace** or **Custom EULA for End User License Agreement** for the buyer.
+ Optionally, choose **Reseller Contract for AWS Marketplace** or **Custom Contract for Reseller Agreement**.
+ For **Custom EULA (Buyer)** and **Custom Contract (Reseller)**, ensure that you have configured the Amazon Simple Storage Service bucket for the seller account to store the custom EULA.
**Product dimensions**
Add or update offer rates and units to the chosen dimensions.
Choose **I want to enable zero-dollar pricing** to create a resale authorization in which any of the dimension rates are set to **\$10**.
**Resale Authorization Duration**
Choose **Duration Type** and provide details for the **Resale Authorization Expiration Date** as required.
**Renewals**
For **Is this offer intended to renew an existing paid subscription with an existing customer for the same underlying product?**, choose **Yes** or **No**, and enter the required details.
## Deactivating a resale authorization
1. On the **Resale Authorizations** tab, choose **New**
1. Under **Resale Authorization Name**, choose the name of the authorization that you want to deactivate.
1. Choose **Deactivate Resale Authorization**.
1. Choose **Refresh Resale Authorization Status**.
The authorization status changes to **Restricted** when the deactivation succeeds.
## Cloning resale authorizations
You clone a resale authorization when you need to change the details of an existing authorization. For example, you clone an authorization when you need to provide a different EULA to a partner.
**To clone a resale authorization**
1. From the **Resale Authorizations** tab, choose **New**
1. From the list of resale authorizations, choose the **Resale Authorization Name**.
1. Choose **Clone Resale Authorization**
1. Review and edit the **Resale Authorization Details** section of the cloned authorization. If you use a custom EULA or a custom contract (reseller agreement) in the cloned authorization, you must re-upload the legal terms.
1. Choose **Create Resale Authorization**.
## Viewing and refreshing resale authorization status
1. On the **Resale Authorizations** tab, choose **New**
1. From the **Resale Authorizations** list, choose the **Resale Authorization Name**.
1. Choose **Refresh Resale Authorization Status**.
1. Choose **Proceed**.
1. Repeat steps 5 and 6 until the resale authorization status changes to **SUCCEEDED**.
Allow a 30 seconds before choosing the **Refresh Resale Authorization Status** button again. This ensures that each refresh request is fully processed and preserves data integrity by preventing potential record duplication.