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
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 | Read-only | |
| Third-party contact | Third-party 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.
