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.
Inboundto ensure the incoming referral's contact is created successfully.
This section lists how fields are mapped between Salesforce and AWS.
Sync Modeaccording to your need.
Add field mappingat 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.
For templates, we recommend you to review the following items:
|Field Name||Description||Suggested Value|
|Specify if this is for net new business or renewal/expansion|
|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|
|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|
|Provide a clear description of the customer's business problem/pain point you are trying to address||A common description that fits most opportunities|
|Indicate whether this opportunity was sourced from a marketing activity|
Other Solution Offered.
Partner Primary Need from AWS