Working with Opportunities from AWS - AWS Partner Central
1. Receiving the AWS Opportunity2. Reviewing the Engagement Invitation3. Handling the Engagement Invitation4. Managing the AWS Opportunity Post-Acceptance

Working with Opportunities from AWS

1. Receiving the AWS Opportunity

Opportunities are shared with partners when an AWS sales executive attaches a partner to an opportunity in AWS's CRM system. These are referred to as AWS Opportunities, distinct from opportunities created in the partner's own account.

When an AWS Opportunity has a partner attached, AWS creates an Engagement Invitation containing a subset of data from the AWS Opportunity. Partners will receive an Engagement Invitation Created event.

2. Reviewing the Engagement Invitation

The Engagement Invitation contains essential information such as Project.Title, Project.CustomerUseCase, Lifecycle.Stage, Project.CustomerBusinessProblem, and a few additional fields. Partners can use this data to decide whether to pursue the opportunity.

However, the following fields from the AWS Opportunity are not included in the Engagement Invitation:

Customer.Account.Address.StreetAddress
Customer.Account.Address.City
Customer.Account.Address.PostalCode
Customer.Contact
Customer.Account.AWSAccountId
Project.OtherSolutionDescription
RelatedEntityIdentifiers

3. Handling the Engagement Invitation

Upon receiving an Engagement Invitation Created event, partners can use the GetEngagementInvitation action to retrieve details of the AWS Opportunity.

If the partner decides not to pursue the opportunity, they can reject the invitation using the RejectEngagementInvitation action, along with the required RejectionReason. Once rejected, access to the opportunity is lost.

To accept the invitation and proceed, partners should use the StartEngagementByAcceptingInvitationTask action. This is an asynchronous action that sequentially performs the following tasks:

  1. Accepts the Engagement Invitation.

  2. Creates a new opportunity in the partner's account using data from the AWS Opportunity.

  3. Includes additional details required to identify the customer in the partner's account.

Upon completion, an Opportunity Created event is triggered with the corresponding Opportunity ID. Partners can then use this ID in the GetOpportunity action to retrieve full details of the opportunity.

If the partner is not using events, they can call StartEngagementByAcceptingInvitationTask again with the same payload to check the latest status.

4. Managing the AWS Opportunity Post-Acceptance

Once the opportunity is in the partner's account, it can be managed and updated like any other opportunity in the system. Partners can use actions like UpdateOpportunity to make any necessary changes.

For more details on how to track AWS updates and manage opportunity updates, refer to the Working with Opportunity Updates section.