ACE object mappings

The AWS Partner Customer Relationship Management (CRM) connector application provides partners the ability to set up object and field mapping between their Salesforce organization and AWS Partner Network (APN) through the ACE Mappings page, included in the application.

Mappings page

AWS Partner Central provides the following to navigate to the ACE Mappings page:

• In Salesforce, choose the ACE Mappings tab.

• In the AWS Partner Central console, on the Guided Setup tab, go to the Map Leads and opportunities section, then choose Start or Review.

On the ACE Mappings page, use the left navigation pane to toggle between opportunity and lead mappings. Use the Object Selector to choose the source object to map APN leads and opportunities. The object selector supports mapping to both standard opportunities and lead objects as well as custom objects. Use the Mapping View and Type View filters to toggle among mapped fields, unmapped fields, required fields, and optional fields.

On the ACE Mappings page, the AWS Fields column for the object indicates the corresponding target APN fields. The Salesforce Fields are source fields of the selected object in the partner’s organization. Salesforce Fields are filtered to show only applicable data types available in the organization to be mapped to the corresponding APN field. For example, a text field in APN can be mapped only to a text (string) field in the partner’s organization.

Partners can control inbound updates on mapped fields if they don’t want a field updated by APN. To do this, set the Enable Inbound Updates toggle to False.

For one-to-one mapping, select the relevant source field, and then choose Save.

Multi-object mapping

Multi-object mapping allows you to map AWS fields to a primary source object, such as an opportunity or lead, and to the Salesforce objects related to the primary source.

Note

Remember the following when using multi-object mapping:

• When using the Salesforce Account object for multi-object-mapping with an opportunity object, you must configure the Default Account in the ACE custom settings in order to receive opportunities.

• When receiving an opportunity, if you map to an object other than the chosen Opportunity object, you must ensure that you link the related object to your opportunity record.

  For example, when receiving an AWS referral for the first time, the inserted opportunity has no mapped objects' related IDs unless you configure the Default Account in the ACE custom settings. If you configure the default account, the referral has the IDs of the chosen opportunity or account objects. Otherwise, the mapped field value won't be inserted. In that case, you must modify the opportunity to add the related object ID, and choose Sync with AWS. When AWS pushes the opportunity back to Salesforce, the mapped object’s field updates because it has a reference to the object's related ID.

• Select the Clone Default Account option in custom settings. This allows AWS to clone the default account when necessary, particularly if you map account fields to your primary object.

To map related objects

1. In Salesforce, mavigate to the ACE Mappings tab and choose an opportunity or lead.

2. From the Object selector, choose your source object.

   The Salesforce Fields column appears and displays the > symbol at the end of any fields that contain related objects.

3. Select an > symbol to expand the list of related objects for that field.

4. Choose the field that you want to map to the AWS field.

5. Choose Save.

Picklist mapping

The picklist modal allows both limited and extended mappings between the partner’s picklist field and APN. The ACE Mappings page also has an Auto Map function, so if an exact match is found between the partner’s field values and APN, those values are mapped automatically. The option for extended mapping lets partners map a single APN value to multiple sources, configure additional target mappings, and set default mappings.

Limited mapping

1. To open the picklist mapping modal, from the ACE Mappings page, select a source field, and then choose Map Values.

2. For Step 1: Primary APN Values, choose either Auto Map or the Salesforce value for the corresponding ACE pipeline manager, and then choose Save.

3. Repeat steps 1 and 2 as necessary until all of your ACE pipeline manager values are mapped.

4. Partners will receive a confirmation message that the value mappings were saved successfully. To close the mapping modal, choose Close.

Extended mapping

1. If the same source value maps to multiple APN values, proceed with the mapping as previously described.

2. On the Primary APN Values tab, choose the same value mapping for multiple APN values.

3. If unmapped values exist in the partner’s organization, the Additional APN Value tab lets you map additional values to APN. This helps partners ensure that all applicable values in their organization are mapped to appropriate APN values.

4. If a single value in the partner’s organization is mapped to more than one APN value, use the Secondary APN Values tab to set the default value for outbound integrations.

Mapping guidance

Using an AWS ACE opportunity custom object

In version 2.0 and later of the AWS Partner CRM connector, an ACE opportunity custom object is included when the connector installs from Salesforce AppExchange. Partners can use this custom object to manage AWS opportunities within Salesforce.

When using an AWS custom opportunity object on the ACE Mappings page, partners can automatically map AWS fields to Salesforce fields. Additionally, the AWS custom opportunity object is aligned with the new ACE data model and has validations built in to the user interface that help users submit new opportunities.

To use a custom ACE opportunity object, complete the following steps:

1. Navigate to the ACE Mappings page, and choose Opportunity from the left navigation pane.

2. Under Object Selector, choose ACE Opportunity .

3. To map Salesforce fields to AWS fields, choose the Auto Map ACE object button.

Using a standard Salesforce object or custom object

Partners may choose to use the Salesforce standard opportunity object or use their own custom opportunity object. To avoid failures in the ACE synchronization, ensure that the opportunity object contains all of the relevant ACE mandatory fields or conditionally mandatory fields. The data type of the mapped AWS field must be the same data type as the Salesforce field created in the custom object. If the data type doesn't match, the field will not appear in the ACE mapping screen. For example, the text field customerCompanyName can be mapped only to a text (string) field in the standard or custom opportunity object. For required data types, refer to the ACE opportunity fields.

To use a standard Salesforce object or custom object, complete the following steps:

1. Navigate to the ACE Mappings page, and choose Opportunity from the left navigation pane.

2. Choose your object under Object Selector.

3. Complete the mapping by selecting the required Salesforce fields against the corresponding AWS fields, and then choose Save.

Note

The Auto Map feature is available only for ACE opportunity custom objects.