Prerequisites

• Clazar Salesforce App Version 1.43 or later.
• Complete the Setup Process inside the Clazar Salesforce App with Salesforce M2M Credentials.
• [Optional] Field Mapping for AutoFill the data, mapping AWS fields to Salesforce fields.

1. Accept/Reject AWS Co-Sell Inbound Opportunity

The "Accept AWS Co-Sell Inbound Opportunity" action enables you to accept incoming opportunities from AWS and streamline the process of integrating them into your Salesforce pipeline.

Steps to Use the “Accept/Reject AWS Co-Sell Opportunity” Action

1. Create a New Flow:
   • Navigate to the Flows tab in Salesforce and click on "New Flow".
   • Select "Record-Triggered Flow".
2. Configure the Trigger:
   • Set the object to "AWS Co-Sell Opportunity".
   • Choose "A record is updated" as the trigger condition.
   • Set entry conditions to trigger the flow:
     • clazar__opportunity_ownership__c equals "AWS Referral"
     • clazar__target_close_date__c is changed.
3. Accept Co-Sell AWS Referred Opportunity:
   • Add an “Apex Action” element.
   • Set the label to "Accept Co-Sell AWS Referred Opportunity".
   • Select the appropriate Apex class (apex-clazar__AcceptOpportunity).
   • Set input values:
     • Accept Opportunity: Set to "True" to accept the opportunity, Set to "False" to reject the opportunity.
     • Clazar Opportunity Id: Map to the Clazar Id from the AWS Co-Sell Opportunity Object.
     • Cloud: Set to "aws".
     • Reject Opportunity Reason: Required if Accept Opportunity is set to "False"
       • Possible Values:
         • Customer problem unclear
         • Next steps unclear
         • Unable to support
         • Duplicate of Partner Referral
         • Renewal opportunity
         • Other
4. Create New SFDC Opportunity:
   • Add another action (if needed) to handle the creation of a new Salesforce Opportunity based on the accepted AWS Co-Sell Opportunity.
   • Configure this action according to your specific requirements.
5. Save and Activate the Flow:
   • Save the flow and activate it to start accepting or rejecting AWS Co-Sell Opportunities automatically when the specified conditions are met.

2. Create AWS Co-Sell Opportunity

The "Create AWS Co-Sell Opportunity" action enables users to create a new opportunity in AWS using Salesforce Opportunity data. This action streamlines the process of adding Salesforce opportunities to AWS.

Steps to Use the “Create AWS Co-Sell Opportunity” Action

1. Create a New Flow:
   • Navigate to the Flows tab in Salesforce and click on “New Flow”.
   • Select “Record-Triggered Flow”.
2. Configure the Trigger:
   • Set the object to “Opportunity”.
   • Choose “A record is created” as the trigger condition.
   • Set entry conditions to trigger the flow when the CloseDate and Amount fields are not null.
3. Get SFDC Opportunity to AWS Opportunity Mapped Data:
   • Add an “Apex Action” element.
   • Set the label to “Get SFDC Opp to AWS Opp Mapped Data”.
   • Select the appropriate Apex class (apex-clazar__GetOpportunityMappedData).
   • Set input values:
     • Cloud: Set to “aws”.
     • Salesforce Opportunity: Set to the triggering Opportunity.
     • Update Existing Opportunity: Set to “False”.
4. Create Co-Sell AWS Opportunity:
   • Add an “Apex Action” element.
   • Set the label to “Co-Sell Create AWS Opportunity”.
   • Select the appropriate Apex class (apex-clazar__CreateOpportunity).
   • Set input values:
     • Cloud: Set to “aws”.
     • Opportunity Data: Set to the mapped data retrieved in the previous step.
     • Salesforce Opportunity: Set to the triggering opportunity.
     • Submit to Cloud: Set to “True” to submit the opportunity to AWS, or “False” to create a draft opportunity in Clazar.
5. Save and Activate the Flow:
   • Save the flow and activate it to start creating AWS Co-Sell Opportunities automatically when the specified conditions are met.

3. Update AWS Co-Sell Opportunity

The "Update AWS Co-Sell Opportunity" action enables users to modify existing Salesforce opportunities within AWS. This action ensures that the most up-to-date information from Salesforce is synchronized with AWS.

Steps to Use the “Update AWS Co-Sell Opportunity” Action

1. Create a New Flow:
   • Navigate to the Flows tab in Salesforce and click on “New Flow”.
   • Select Record-Triggered Flow.
2. Configure the Trigger:
   • Set the object to Opportunity.
   • Choose A record is updated as the trigger condition.
   • Set entry conditions to trigger the flow.
     • Example: when the StageName equals “Proposal”.
3. Get Related AWS Opportunity (Written Back Clazar Custom Object):
   • Add a “Get Records” element.
   • Set the object to “AWS Co-Sell Opportunity”.
   • Filter records
     • clazar__mapped_object_id__c equals the Salesforce Opportunity ID
     • clazar__mapped_object_type__c equals Opportunity.
   • Only the first record.
   • Automatically store all fields.
4. Update AWS Co-Sell Opportunity:
   • Add an “Action” element.
   • Choose the “Update Co-Sell Opportunity” action.
   • Set the input values:
     • Clazar Opportunity Id: Map to the retrieved AWS Co-Sell Opportunity Clazar Id.
     • Cloud: Set to "aws".
     • Opportunity Data: Map to the retrieved AWS Opportunity Record.
5. Save and Activate the Flow:
   • Save the flow and activate it to start updating AWS Co-Sell Opportunities automatically when the specified conditions are met.