Configuration
Configure field mappings and templates to automate your co-sell flow.
Overview
Once you have completed integrations with your CRM and the cloud partners, you will need to configure the field mappings, templates, and other options before starting making referrals.
- Visit Integration to find supported partners.
- Configurations affect both Suger Console and Suger Connector on Salesforce.
Create a new configuration
- Go to Suger Settings
- Click on the "cosell" tab, and click
Create
button.
- Choose the CRM partner and Cloud Partner to proceed.
Salesforce <> AWS
The configuration includes 5 sections:
- Opportunity
- Account
- Contact
- Field Mapping
- Template
- We provide a default minimal configuration to start with.
- You don't need to complete all boxes, but the more you do, the better we automate.
Opportunity
In the "Opportunity" tab, you can configure:
-
Stage Sync Mode: how would you sync stage between Salesforce and AWS.
- Inbound: when AWS stage changes, also make changes in Salesforce.
- Outbound: when Salesforce stage changes, ask AWS to change as well.
- Bidirectional: changes on either side will trigger an update on the other side.
-
Stage mappings.
- Inbound: when accepting an incoming referral from AWS, how would you map the AWS stage to your Salesforce stage.
- Outbound: when sharing with AWS, how would you map your Salesforce stage with an AWS stage.
-
Amount Ratio: how to transform between your Salesforce opportunity amount and AWS Expected Monthly Revenue.
For outbound referrals, your Salesforce opportunity amount will be multiplied by this value. For inbound ones from AWS, the Expected Monthly Revenue will be divided by this factor.
Account
In the "Account" tab, you can configure:
-
Industry mapping.
Similar to stage mappings. In the case you have a large number of industries, you can map the most common ones only.
-
Address type - choose shipping vs billing.