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.