Prerequisites

Before installing and using the AWS Partner CRM Connector, your partner alliance lead must onboard this integration by submitting a request through AWS Partner Central.

Partners can use the AWS Partner CRM Connector for APN Customer Engagements (ACE) integration only after onboarding is complete through AWS Partner Central. The partner alliance lead must submit an onboarding request on the CRM Integration page on Partner Central.

ACE program sign up

• To install and use AWS Partner CRM Connector to share referrals, you must be a member of the ACE program. To learn about eligibility and sign up, refer to APN Customer Engagements Program.

• To sign up with the ACE program, you must have access to Partner Central as an alliance lead. To obtain a Partner Central account, refer to Sign up for APN.

To learn more about the ACE program, see the following resources:

• ACE Program FAQs

• ACE Pipeline Manager: In depth review of ACE submission form and AWS Validation Process

• ACE Pipeline Manager User Guide

CRM onboarding request

Before your partner alliance lead can initiate a CRM integration, your cloud operations or IT team must create an AWS account and AWS Identity and Access Management (IAM) user. For more information, refer to ACE CRM—How to Create IAM User.

Note

If your company policy does not allow the creation of IAM users, consider an AWS IAM Roles Anywhere integration. For details, refer to the IAM Roles Anywhere integration guide for installing AWS Partner CRM Connector blog post.

After the IAM user or IAM Roles Anywhere role is provisioned, the partner alliance can submit a CRM integration request on the CRM Integration page in Partner Central. This request provisions an Amazon S3 bucket on an AWS-owned account with IAM policies. These IAM policies should be attached back to the IAM user or IAM Roles Anywhere role before configuring the AWS Partner CRM Connector in your Salesforce organization.

Technical requirements–CRM administrator

• To install AWS Partner CRM Connector, you must own a Salesforce instance.

• Your CRM administrator must confirm that your Salesforce organization edition is on Lightning Experience (enterprise, professional, or unlimited). For more information, refer to Sales Pricing.

• You must have a sandbox environment for testing the integration. Your sandbox instance must use Salesforce Winter '23 release or higher. For more information, refer to Sandboxes: Staging Environments for Customizing and Testing.

• (Optional) AWS Partners with AWS Marketplace seller accounts can connect their accounts using the account linking feature in AWS Partner Central. Refer to Link AWS Marketplace to Partner Central.

  Note

  You can only link AWS Marketplace to Partner Central in production AWS Partner Network accounts.