Upgrading AWS Partner CRM Connector to the new data model - AWS Partner Central
Prerequisites

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 GitHub aws-samples/partner-crm-integration-samples:

  • Opportunity-FieldsAndStandardValues-DiffWithPrevVersion-V14.3.xlsx

  • Opportunity-Fields.xlsx

  • Opportunity_-_StandardValues.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. Log in to your Salesforce organization as a system administrator.

  2. Deactivate any active schedules.

  3. 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.

  4. Choose the ACE Mapping tab.

  5. 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.

  6. Activate schedules for opportunities and leads.

  7. Review the ACE sync logs for synchronization errors and make any corrections.

  8. 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.

  9. Follow your product deployment process to migrate the changes to your production Salesforce environment.

    Note

    Should you require additional assistance, refer to Getting help.