Upgrading from previous versions - AWS Partner Central

Upgrading from previous versions

After upgrading to version 2.2 or later, do the following:

  • To ensure that your product information is current, refresh your products on the Refresh Products tab.

  • Follow the procedures in this section to complete the transition to version 2.2.

To add the Import Offer button to the Private Offers tab

  1. Log in to your Salesforce organization as a system administrator.

  2. Choose Setup, Object Manager.

  3. Choose Private Offer.

  4. In the left navigation pane, choose List View Button Layout.

  5. Choose Edit to open the list view editor.

  6. In the Custom Buttons section, in the Available Buttons column, choose Import Offer.

  7. Choose the right-arrow button to add Import Offer to the Selected Buttons list.

  8. Choose Save.

To add the Import Agreement button to the Agreements tab

  1. Log in to your Salesforce organization as a system administrator.

  2. Choose Setup, Object Manager.

  3. Choose Agreement.

  4. In the Details section, choose Edit.

  5. Choose Allow Search.

  6. Choose Save.

  7. In the left navigation pane, choose List View Button Layout.

  8. In the Custom Buttons section, in the Available Buttons column, choose Import Agreement.

  9. Choose the right-arrow button to add Import Agreement to the Selected Buttons list.

  10. Choose Save.

To add sync log details to the ACE Opportunity Record page

  1. Log in to your Salesforce organization as a system administrator.

  2. Choose Setup, Object Manager.

  3. Choose ACE Opportunity.

  4. In the left navigation pane, choose ACE Opportunity Layout.

  5. Choose Related Lists.

  6. Choose and move Sync Log Details to the Related Lists section of the page layout.

  7. Choose Save.

  8. Customize related lists for Sync Log Details and add Created Date, Error Messages, and Status fields to Related Lists. For more information, refer to Customize Related Lists.

  9. Choose Save.

Note

Version 2.2 of the CRM Connector features a path for the AWS delivered ACE Opportunity object. To view the path on the ACE Opportunity page, refer to Enable Paths.

To add field mapping values to Closed Lost Reason label of ACE opportunity objects

  1. Log in to your Salesforce organization as a system administrator.

  2. Choose the ACE Mappings tab.

  3. In the navigation bar, choose Opportunity.

  4. In the Object Selector, choose ACE Opportunity.

  5. For the Closed Lost Reason label, choose Edit Values.

  6. Choose Auto Map.

  7. Choose Next.

  8. Choose Save.