Stage 2: Request submission

Request submission is a three-step process. You must complete the Onboarding Request form with essential details that include information about the partner’s CRM system, integration solution choice, estimated Integration start date, and more. To initiate the Integration process, Amazon Web Services (AWS) provides a process for registration and tracking through Partner Central called CRM Integration onboarding. This functionality is only available to the partner alliance lead of an ACE-eligible partner.

Additionally, you must submit contact details for communication and notification purposes. The following table lists the form fields, their description, and attributes.

Name	Description	Type	Required/optional validation	Allowed field values
Partner CRM system	Name of the CRM software used for sales pipeline management	Picklist	Required	Salesforce, Hubspot, MicrosoftDynamics, Zoho, Other
Partner CRM system name	Name of the CRM software used for sales pipeline management, not listed above	Text	Required when Other is selected for partner CRM system
What solution would you use to integrate CRM with APN?	Choose from the different options to integrate with Amazon Web Services (AWS): 1. AWS Partner CRM Connector—Free AWS managed package available to download from Salesforce AppExchange; 2. Custom solution (Amazon Simple Storage Service (Amazon S3) or coselling APIs); 3. Third-party solution—Third-party software as a service (SaaS) offering or assisted development of custom solution	Picklist	Required	AWS Partner CRM Connector (for Salesforce), custom Integration (in-house), third-party solution
Name of third-party solution provider	Company offering the solution or providing support for building and maintaining the Integration	Text	Required when Third Party Solution is selected for What solution would you be using to integrate your CRM with APN?
Estimated Integration start date	Your start date should be based on the Integration resource readiness required to build the Integration. For AWS Partner CRM Connector or third-party solution, enter the start date for when you plan to install and use the solution in a testing environment.	Date	Required (must match MM/DD/YYYY format and be a date within the next 90 days)
Monthly number of records shared with AWS	An estimate of the number of leads or opportunities to be shared with AWS. Currently, the Integration requires support from AWS Engineering for testing the completed Integration. We use this estimate to prioritize outstanding requests.	Number	Optional (must be a number)
Additional comments	Additional information to share with AWS	Text	Optional

Complete the details, and then choose Next. On the next screen, enter partner contacts. The following table lists the partner contact form fields, their description, and attributes.

Name	Description	Type	Required/optional validation
Primary contact	The primary point of contact for communicating updates on the Integration	Email	Read-only
Third-party contact	Third-pary lead’s email address (who must be notified about any updates to the Integration)	Email and role string	Required, when third-party solution is selected for What solution would you be using to integrate your CRM with APN?
Additional partner contacts	Additional email addresses for additional contacts to notify about any updates to the Integration. If you need to add more than three, we recommend using a mailer group instead of individual emails.	Email and role string	(Optional) When provided, must be valid email address.

Complete the details, and then choose Next. On the next screen, provide Amazon Resource Name (ARN) information. The following table lists the ARN information form fields, their description, and attributes.

Name	Description	Type	Required/Optional validation	Allowed field values
ARN for connecting to sandbox	ARN of the AWS Identity and Access Management (IAM) user or role used to connect to the Amazon S3 bucket used for testing (also known as sandbox). Use the IAM user or role created in the prerequisites sections.	String	Required, must match the pattern: arn:aws:iam::{AccountId}:(user | role)/{username including text,number,_}
ARN for connecting to production—optional until Production Ready	ARN of the IAM user or role used to connect to the Amazon S3 bucket used for production. Use the IAM user or role created in the prerequisites sections.	String	(Optional) When provided, must match the pattern: arn:aws:iam::{AccountId}:(user | role)/{username including text,number,_}
Do you want to manage historical referrals via Integration?	To manage only referrals created prior to your Integration, select Yes (recommended). Select No to only manage future referrals through the Integration.	Option	Required	Yes, No

Complete the details, and then choose Submit. After you submit the form, the Request Submitted screen appears. If all the details are accurate, the sandbox is provisioned in less than five minutes. If there’s an issue with the details, you receive an error. You have the option to correct the details and resubmit the form.