Once you have completed integrations with your CRM and the cloud partners, you will need to configure the field mappings, templates, and other options before starting making referrals.
The configuration includes 5 sections:
In the "Opportunity" tab, you can configure:
In the "Account" tab, you can configure:
When sharing with AWS, we only use the opportunity's primary contact. When accepting referrals from AWS, you can toggle if you want to set the contact as primary or not.
For now we don't support accepting it as an arbitrary Contact Role or as a certain Record Type.
Inbound to ensure the incoming referral's contact is created successfully.
This section lists how fields are mapped between Salesforce and AWS.
Sync Mode according to your need.
Add field mapping at the bottom.
Most probably there are required AWS fields which do not have an exact counterpart in your Salesforce, and vice versa. In this case, you can specify default values so Suger auto-populates the referral forms.
When creating the configuration, Suger presents a list of template items that are found common among our customers. You can edit, delete, or add new templates by clicking the ➕ button at the bottom.
For field mappings, the default setup should be able to cover most cases, and we recommend review the following:
Industry field of the standard Account object, but if you use a custom field, please
Default Industry value. If we didn't find a corresponding one
from the picklist mapping, we would back off to use the default value instead.
For templates, we recommend you to review the following items:
|Specify if this is for net new business or renewal/expansion
Net New Business
|Indicate one or more of the most applicable deployment or consumption model for your solution or service
|Choose the partner solution you offered to the end-customer
Partner Primary Need from AWS
|Share the opportunity with AWS to receive deal assistance and support, or for visibility only
|End customer usecase that the opportunity is solving for
|Choose sales activities that have happened with the end-customer
Customer Business Problem
|Provide a clear description of the customer's business problem/pain point you are trying to address
|A common description that fits most opportunities
Is Opportunity from Marketing Activity?
|Indicate whether this opportunity was sourced from a marketing activity
If you set
Is Opportunity from Marketing Activity? to
Yes, the following fields become mandatory:
|Consult your PDM to get the code.
Marketing development funds
|Whether marketing development funds (MDF) were used for this opportunity.
Marketing Activity Use-Case
|Specifies the specific use case or purpose of the marketing activity that led to the creation of the opportunity or contact. This field captures the context or intention behind the marketing activity's execution and its direct correlation to the generated opportunity or contact.
Marketing Activity Channel
|Specifies the channel through which the marketing activity associated with the opportunity or contact was conducted. This field provides information about the specific marketing channel that contributed to the generation of the lead or contact.
Other Solution Offered.
Partner Primary Need from AWS