AWS partner-central documentation change
Summary
Complete restructuring of upgrade documentation, changing focus from ACE CRM integration to Amazon S3-based CRM integration. Removed detailed step-by-step instructions and replaced with topic links. Changed requirements context from ACE-specific to general integration prerequisites.
Security assessment
The changes primarily restructure documentation and update integration context without introducing new security content. While the text mentions removing integration user requirements (which could have security implications), this appears to be a continuation of existing functionality rather than addressing a new vulnerability. No specific security vulnerabilities or mitigations are mentioned in the diff.
Diff
diff --git a/partner-central/latest/crm/upgrade-crm-api.md b/partner-central/latest/crm/upgrade-crm-api.md index 7cc111bf6..4f5f8bd75 100644 --- a//partner-central/latest/crm/upgrade-crm-api.md +++ b//partner-central/latest/crm/upgrade-crm-api.md @@ -5,59 +5 @@ -Upgrade featuresSet up named credentialsAdd the Approval Status button to the Opportunity Lightning Record pageAdd the remaining buttonsRefresh the solutions on the Solution Offerings tab - -# Upgrading to the Partner Central API - -The steps in the following sections explain how to upgrade from the ACE CRM integration to the AWS Partner API. The upgrade removes the need for several ACE requirements, such as the need for an integration user, and the need to set up synchronization schedules. - -## Upgrade features - -The upgrade provides the following features: - - * You no longer need an ACE integration user. - - * You no longer need to create inbound and outbound synchronization schedules. - - * The CRM connector handles synchronous errors. - - * The API provides a set of buttons that enable the following actions on your **Opportunity Lightning Record** page: - - * **Approval Status** – Accept or reject AWS Referred Opportunities. - - * **Share with AWS** – Create and update opportunities. - - * **Associate or Disassociate** – Associate or disassociate an opportunity with Partner Solutions, AWS Products, and AWS Marketplace Offers throughout the opportunity lifecycle. - - * **Assign** – Reassign an opportunity to another user in your Partner Central account. - - - - -## Set up named credentials - -To upgrade to the AWS Partner API, you first set up named credentials. For more information, see [Partner Central API setup](./guided-setup-apis.html), in this guide. - -## Add the Approval Status button to the Opportunity Lightning Record page - -The following steps explain how to add the **Approval Status** button to the record page for your Lightning Experience. The button enables you to see the status of your opportunities as they go through the approval process. - -###### To add the button - - 1. Sign in to your Salesforce organization as a system administrator. - - 2. Navigate to the **Opportunity Lightning Record** page. - - 3. Choose the highlighted panel to open the properties pane. - - 4. Select **Upgrade now**. - - 5. Select **Migrate existing actions** , then select the page layout from which you want to migrate the actions. - -–or— - -Start from scratch and add the actions manually. - - 6. From the **Actions** list, choose **Approval Status**. - - 7. Choose **Save**. - - - +# Upgrading from a CRM with Amazon S3 integration to the Partner Central API @@ -67,30 +9 @@ Start from scratch and add the actions manually. - * You only need to complete steps 4 and 5 once. - - * The **Approval status** button only appears in the **Opportunity Lightning Record** page for AWS Referred opportunities. - - - - -## Add the remaining buttons - -You can add some or all of the buttons listed in the following steps. - -###### To add the buttons - - 1. Sign in to your Salesforce organization as a system administrator. - - 2. Navigate to the **Opportunity Lightning Record Page**. - - 3. Choose the highlighted panel to open the properties pane. - - 4. Choose **Assign from Actions** , then select some or all of the following items: - - * **Share with AWS** - - * **Associate or Disassociate** - - * **Assign** - -For more information about what each button does, see Upgrade features, earlier in this section. - - 5. Choose **Save**. +The topics in this section assume you've completed the prerequisites for an AWS Partner Central integration, an AWS Marketplace integration, or both. For more information, refer to [Integration prerequisites](./crm-integration-setting-up.html) and [Getting started](./crm-integration-getting-started.html) earlier in this guide. @@ -97,0 +11 @@ For more information about what each button does, see Upgrade features, earlier +The steps in the following sections explain how to upgrade from an earlier CRM with Amazon S3 integration to the AWS Partner Central API. Upgrading removes the need for several ACE requirements, such as the need for an integration user, and the need to set up synchronization schedules. @@ -98,0 +13 @@ For more information about what each button does, see Upgrade features, earlier +###### Topics @@ -99,0 +15 @@ For more information about what each button does, see Upgrade features, earlier + * [Upgrade features](./api-upgrade-features.html) @@ -101 +17 @@ For more information about what each button does, see Upgrade features, earlier -## Refresh the solutions on the Solution Offerings tab + * [Set up named credentials](./set-up-api-credentials.html) @@ -103 +19 @@ For more information about what each button does, see Upgrade features, earlier - 1. Sign in to your Salesforce organization as a system administrator. + * [Add the Approval Status button to the Opportunity Lightning Record page](./add-approval-status-button.html) @@ -105 +21 @@ For more information about what each button does, see Upgrade features, earlier - 2. Navigate to the **Solution Offerings** tab. + * [Add the remaining buttons](./add-remaining-buttons.html) @@ -107 +23 @@ For more information about what each button does, see Upgrade features, earlier - 3. Select **Refresh Solutions**. + * [Refresh the Solution Offerings tab](./refresh-the-solutions-from-the-solution-offerings-tab.html) @@ -118 +34 @@ To use the Amazon Web Services Documentation, Javascript must be enabled. Please -Release notes +Using an earlier CRM with Amazon S3 integration @@ -120 +36 @@ Release notes -Upgrading from previous versions +Upgrade features