Guided setup

This page provides Salesforce administrators with step-by-step instructions for integrating the CRM Connector with APN Customer Engagements (ACE).

To start configuring the integration, use the App Launcher to locate and open the AWS Partner CRM Connector app. Choose the AWS Guided Setup tab, and then expand the AWS ACE CRM integration section.

Note

Ensure that you complete the Prerequisites before continuing.

Setting up named credentials

The AWS Partner CRM Connector authenticates with APN using Salesforce credentials from the partner’s Salesforce organization.

1. Log in to Salesforce as a system administrator.

2. Under Named credentials, choose New legacy.

3. In the New named credential form, enter the values from the following table.

   Field	Value
   Label	APN API Connection
   URL	https://s3.us-west-2.amazonaws.com
   Identity type	named principal
   Authentication protocol	AWS signature version 4
   AWS access key ID	Cloud-Ops provides the ID during the prerequisite steps
   AWS secret access key	Cloud-Ops provides the access key during the prerequisite steps
   AWS Region	us-west-2
   AWS service	s3
   Generate authorization header	checked
   Allow merge fields in HTTP header	unchecked
   Allow merge fields in HTTP body	unchecked

4. Choose Save.

5. Return to the AWSGuided setup page. In the Authentication details section, choose Review to confirm the setup of named credentials.

System configuration settings

Global configurations are managed by custom settings in the AWS Partner CRM Connector app.

1. Choose Setup, Custom settings.

2. Locate the AWS Partner CRM settings, and choose Manage.

3. Choose New, and then enter the required values from the following table.

   Custom setting field	Purpose
   Name	Field isn’t used, but because it’s required, you can set it to any value.
   Bucket name	Bucket name that was provisioned for the partner. It’s different for beta and production environments.
   Default account	An 18-digit record ID of the default account that’s used when standard opportunities are used as the target object in Salesforce. Because AccountID is required on standard opportunities, the default account field allows new inbound opportunities from AWS to have a default account tied to. This can be any account record in your Salesforce organization that the integration user has access to from the sharing settings.
   Outbound batch size	Number of records sent in a single payload from your Salesforce organization to AWS. This is common for both opportunities and leads. We recommend a value between 1–50. For example, if you set the batch size to 50, each opportunity payload sent from your organization to AWS contains 50 opportunity records.
   Retry count	In the event of a failure, this value represents the number of times the transaction is retried.
   Retry cutoff days	If a record continues to fail, this value is the number of days after which a retry is no longer attempted.
   Partner ID	Unique partner identifier that is shared as part of enablement.
   Sync log retention	Number of days to retain the synchronization logs.
   Version	For the new data model, choose version 2. For the old data model, choose version 1.

If you're an AWS Partner and you map to the SaaS documentation tab in Partner Central, complete the following steps:

1. Choose Setup, Custom settings.

2. For AWS ACE CRM validations settings, choose Manage.

3. Under AWS ACE validations, choose Edit. Update the settings as required.

   Setting	Description	Default
   Do you map SaaS documentation from the tab?	Select if you map to the SaaS documentation tab in Partner Central.	unchecked

4. Choose Save.

5. Return to the Guided setup page, and review the custom settings.

Testing the connection

After you complete steps 1 and 2 of the setup, choose Test to verify connectivity. If the connection is successful, you will receive a confirmation message.