Opportunity sharing

How AWS shares opportunities

1. Incremental exports: Amazon Web Services (AWS) exports new opportunities (and updates) referred by AWS, on an hourly basis.

2. File creation: AWS generates opportunity files that adhere to a specific format. For detailed file specifications, refer to Opportunity field definitions.

3. File upload: Opportunity files are uploaded to the opportunity-outbound folder.

Consuming opportunities from AWS

To effectively consume opportunities from AWS, you need to build custom integration with these functionalities.

1. File retrieval:

   • Use a scheduled job to regularly scan the opportunity-outbound folder, at an interval you choose.

   • Retrieve the opportunity files for processing.

2. Data transformation and mapping:

   • After you read the content of each file, transform and map the data to the opportunity records in your customer relationship management (CRM) system.

   • For guidance on field mapping, refer to Field mapping.

3. Opportunity identification:

   • Uniquely identify each opportunity using either partnerCrmOpportunityId or apnCrmUniqueIdentifier.

   • If partnerCrmOpportunityId is blank and apnCrmUniqueIdentifier is present, the opportunity is a new referral from AWS Partner Network (APN) Customer Engagement (ACE).

   • If both identifiers are present, the record is treated as an update from ACE.

4. Opportunity ingestion: Ingest new opportunities or update existing opportunities in the CRM system.

5. File management:

   • After you successfully process each opportunity and the complete file data, delete the files from the outbound folder.

   • Each file is automatically archived in the opportunity-outbound-archive folder.

Integration and code reference:

• For reading files uploaded to the Amazon Simple Storage Service (Amazon S3) bucket, you can use AWS Lambda or read directly from your CRM system.

• Use the sample codes below for Lambda and Salesforce REST API to validate and update CRM records.

  • Lambda for validating files: ace_read_s3.py.

  • Salesforce REST API: Apex_Sample_REST_API_Code.cls.

• If you use a CRM system other than Salesforce, you must provide code specific to your system to update your data.

Sharing updates to opportunities with AWS

1. Identify opportunities: Locate the opportunities with updates to be shared with AWS.

2. Data transformation: Convert the data into the AWS format, as outlined in Field definitions.

3. File creation:

   • Generate opportunity files in JSON format.

   • Append a timestamp to each file, ensuring all file names are unique and follow the format: {name}_MMDDYYYY24HHMMSS.json.

4. Authenticate and upload:

   • Authenticate to the ACE Amazon S3 bucket.

   • Upload the file to the opportunity-inbound folder. All files shared with AWS are automatically archived in the opportunity-inbound-archive folder.

   • When you upload files to S3, ensure you provide full access to the bucket owner:

     aws s3 cp example.jpg s3://awsexamplebucket --acl bucket-owner-full-control

     See a sample result of running this command in Opportunity Results Success Sample.json.

5. File processing:

   • Upon receipt, AWS automatically processes the files.

   • The results of the processing is uploaded to the lead-inbound-processed-results folder in the S3 bucket. This includes the status of successes and errors, as well as any error messages for each opportunity.

   • These processed results are also archived in the opportunity-inbound-processed-results-archive folder.

   • For more information, refer to the Technical FAQ—leads and opportunities.

6. Response handling:

   • You must develop logic to consume these responses, review erroneous records, correct any errors, and resend the data to ACE.

   • You can find sample errors in the FAQ and Troubleshooting sections.

   • To upload a file to Amazon S3 from CRM:

     • Reference the version of the AWS signature.

     • Use an HTTPS request to upload the file.

   • For reference, use the following files to upload a file to the S3 bucket:

     • For authenticating an S3 bucket: S3_Authentication.cls

     • For uploading files to an S3 bucket: Sample_AceOutboundBatch.cls

   • NOTE: Files must not exceed 1 MB in size, and duplicate files won’t be processed.