[Salesforce] AWS Co-Sell Field Mapping

Last updated: April 1, 2026

What Is Field Mapping?

When you submit a co-sell opportunity to AWS through Clazar, AWS needs specific information about the deal — things like the customer’s name, the deal size, and the expected close date. Most of this information already lives in your Salesforce CRM.

Field mapping is simply telling Clazar which Salesforce field matches which AWS field. Think of it like connecting the dots — “Account Name in Salesforce = Customer Company Name in AWS.”

Once you set this up, Clazar does the heavy lifting. It automatically grabs the right data from Salesforce and fills in the AWS co-sell form for you — no copy-pasting needed.

How to Set It Up

Setting up field mapping takes just a few minutes. Here’s how:

  • Setting up field mapping takes just a few minutes. Here's how:

    1. Go to Field Mapping Settings — Log into Clazar and navigate to Settings > Integrations > Salesforce > Co-Sell > AWS > Field Mapping.

    2. You'll See Two Columns — The AWS fields on the left (what AWS needs) and your CRM fields on the right (where that data lives in your CRM).

    Screenshot 2026-04-02 at 12.36.40 AM.png
    1. Match the Fields — For each AWS field, pick the CRM field that contains the same information. For example, match "Customer Company Name" to your "Account Name" field.

    2. Save and Try It Out — Hit save, then try submitting a test opportunity to make sure everything looks right on the AWS side.

What Fields Need to Be Mapped?

The table below shows every field AWS needs for a co-sell submission, along with where that data typically lives in Salesforce.

Customer Company Information

ACE Opportunity Field

Related CRM Field

Description

Website

Buyer's website

Company Details

Company Name

Buyer's Company Name

Company Details

Industry

Buyer's Industry Name

Company Details

Industry Other

This field is required when the selected industry is 'Other'

Country

Buyer's Company Country

Company Details

Postal Code

Buyer's Company Postal Code

Company Details

Customer AWS Account ID

Buyer's Billing Account ID

Company Details

Opportunity Details

ACE Opportunity Field

Related CRM Field

Description

Stage

Sale Stage

The opp stage according to seller at which the sales process is. You can map these predefined stages given by AWS to your Salesforce stages using Clazar

AWS Stage

AWS STAGE

The sales stage as per AWS

Project Title

Opportunity Name

The Project Title in AWS co-sell is a brief, descriptive name summarizing the project’s scope, customer, and primary objectives.

Estimated AWS MRR

Amount

Target Close Date

Close Date

The target date to close the opportunity

Project Description

Description

The “Project Description” field in ACE should be a concise summary of the project, detailing the customer name, workload, and delivery. This provides a clear overview of the project’s scope and objectives.

Partner Need from AWS

Seller's AE primary ask

Partner Specific Needs from AWS

This field is mandatory at the time of creating an AWS co-sell opportunity if Co-Sell with AWS is selected in Partner Need from AWS.

Opportunity Type

Type

The Opportunity Type in AWS co-sell specifies whether the opportunity is new, an expansion of an existing contract, or related to an existing contract with no expansion.

Sales Activity

The Sales Activities field in ACE captures the specific sales actions taken with the end-customer, such as meetings, demos, and discussions, to advance the opportunity. This information helps AWS understand the level of engagement and progress made.

Other Solution Offered

In the ACE AWS program, “other solution offered” refers to describing a solution that doesn’t fit predefined categories in the dropdown menu. Partners must provide a detailed description of this unique solution to address the customer’s business problem

Use Case

The “Use Case” field in ACE specifies the type of workload or solution the partner is working on with the customer. It helps categorize the opportunity for better alignment with AWS services and solutions

Rejection Reason

The “rejection reason” field is used to specify why a submitted opportunity was not accepted. This could include reasons such as insufficient information, non-compliance with AWS guidelines, or the opportunity not meeting the required criteria Or rejection from Partner end

Next Step

Next Step

The Next Step field in ACE outlines the immediate actions planned to progress the opportunity, such as scheduling meetings, demonstrations, or further engagements with the customer. This helps maintain momentum and clarity on the progression of the deal.

AWS Products

when submitting an opportunity, partners need to specify which AWS products will be utilized to solve the customer’s business problem. This involves selecting relevant AWS services from a dropdown menu in the submission form

APN Programs

The “APN Programs” field in the ACE submission form requires partners to specify the relevant APN program(s) their opportunity is associated with, such as APN Customer Engagements (ACE) or APN Marketing Central

Additional Comments

Closed Lost Reason

Lost Reason

The Closed Lost Reason field in ACE specifies the primary reason why a submitted opportunity was not won, providing insight into the factors that led to the loss. This helps in analyzing and improving future engagements.

Private Offer ID

Partner CRM Unique Identifier

Partner CRM Unique Identifier is required to create an AWS co-sell opportunity. If not provided by the CRM, Clazar will automatically generate it.

Solutions Offered

ACE Opportunity Field

Related CRM Field

Description

Solution Offered

The Solution Offered field in ACE describes the partner’s solution provided to address the end-customer’s business problem. If the solution is unique or not listed, it should be specified in detail.

Delivery Models

ACE Opportunity Field

Related CRM Field

Description

Delivery Model

The “delivery model” field requires partners to specify how their solution will be delivered to the customer. This includes selecting from options such as on-premises, cloud, hybrid, or other relevant delivery methods from a dropdown menu

Marketing Details

ACE Opportunity Field

Related CRM Field

Description

Marketing Originated

It indicates whether the opportunity originated from a marketing initiative or campaign.

Marketing Fund Used

AWS co-sell indicates whether the opportunity has received financial support from AWS’s Marketing Development Funds (MDF) to assist with co-marketing activities.
This field is mandatory at the time of creating an AWS co-sell opportunity if Marketing Originated is Yes.

Marketing Campaign

The name or identifier of the AWS marketing initiative or partner-led campaign that generated or influenced the opportunity (e.g., "AWS Migration Campaign Q2").

Marketing Activity Use Case

Specifies the type of use case promoted during the marketing activity — such as Analytics, Databases, Containers, IoT, etc.
It helps AWS align the opportunity with relevant customer needs and partner strengths.

Marketing Activity Channel

Indicates the marketing channel through which the opportunity was generated — for example:

  • Email

  • Webinar

  • Social Media

  • AWS Event

  • Partner-led Workshop
    This helps AWS understand the origin and effectiveness of different channels.

Customer Contact Details

ACE Opportunity Field

Related CRM Field

Description

Customer Contact First Name

Contact First Name

Customer Details

Customer Contact Last Name

Contact Last Name

Customer Details

Customer Contact Email

Contact Email

Customer Details

Customer Contact Phone

Contact Phone

Customer Details

Partner Contact Details

ACE Opportunity Field

Related CRM Field

Description

Partner Contact First Name

Sales Rep First Name

Seller's AE Details

Partner Contact Last Name

Sales Rep Last Name

Seller's AE Details

Partner Contact Email

Sales Rep Email

Seller's AE Details

Partner Contact Phone

Sales Rep Phone

Seller's AE Details

Opportunity Owner Details

This needs to be a Partner Central user and if not provided, defaults to Partner Alliance Lead.

ACE Opportunity Field

Related CRM Field

Description

Opportunity Owner First Name

Alliance Lead First Name

Opportunity Owner

Last Name

Alliance Lead Last Name

Opportunity Owner

Email

Alliance Lead Email

SaaS Details

Only applicable for SCB Eligible Sellers

ACE Opportunity Field

Related CRM Field

Description

Contract Start Date

Start Date

The date when the customer’s contract for the software or service is set to begin. This marks the official start of the billing or service period.

Contract End Date

End Date

The date when the customer's contract is scheduled to end. This defines the duration of the agreement.

Customer Software Value

Amount/ACV

The total dollar value of the software being sold to the customer under this opportunity. It helps AWS understand the deal size and potential impact.

Procurement Type

Indicates the type of listing that the Buyer will purchase. Example:

  • Contract

  • PayG

  • Subscription