AWS partner-central documentation change
Summary
Restructured upgrade documentation to focus on adding specific buttons, sync log details, and mapping values. Added detailed procedures for Import Resale Authorization/Offer/Agreement buttons, sync log configuration, and Closed Lost Reason mapping.
Security assessment
Changes focus on feature configuration and user workflow improvements without mentioning security vulnerabilities, access controls, encryption, or authentication mechanisms. The sync log details (error messages/status) could aid auditing but aren't explicitly security-focused.
Diff
diff --git a/partner-central/latest/crm/upgrading-from-previous-versions.md b/partner-central/latest/crm/upgrading-from-previous-versions.md index 38d184299..3a5a9af32 100644 --- a//partner-central/latest/crm/upgrading-from-previous-versions.md +++ b//partner-central/latest/crm/upgrading-from-previous-versions.md @@ -5 +5 @@ -# Upgrading from previous versions +Adding the Import Resale Authorization buttonAdding the Import Offer buttonAdding the Import Agreement buttonAdding sync log details to the ACE opportunity Record pageAdding mapping values to the Closed Lost Reason label @@ -7 +7 @@ -After upgrading to version 3.6, map the **Next Step History** field for the opportunity object in the **ACE Mappings** tab. For more information, see [ACE object mappings](./crm-connector-mapping.html). +# Upgrading the connector to the latest version @@ -9 +9 @@ After upgrading to version 3.6, map the **Next Step History** field for the oppo -After upgrading to version 3.5 or later, add the **Import Resale Authorization** button to the **Resale authorization** tab. +The following topics explain how to upgrade the AWS Partner CRM connector to latest version. Upgrading involves adding buttons, sync log details, and mapping values to your opportunity records. @@ -11 +11 @@ After upgrading to version 3.5 or later, add the **Import Resale Authorization** -###### To add the Import Resale Authorization button to the Resale authorization tab +###### Note @@ -13 +13 @@ After upgrading to version 3.5 or later, add the **Import Resale Authorization** - 1. Log in to your Salesforce organization as a system administrator. +For information about upgrading an Amazon S3 integration, refer to [Upgrading from a CRM with Amazon S3 integration to the Partner Central API](./upgrade-crm-api.html) later in this guide. @@ -15 +15 @@ After upgrading to version 3.5 or later, add the **Import Resale Authorization** - 2. Choose **Setup, Object Manager**. +###### Topics @@ -17 +17 @@ After upgrading to version 3.5 or later, add the **Import Resale Authorization** - 3. Choose **Resale authorization**. + * Adding the Import Resale Authorization button @@ -19 +19 @@ After upgrading to version 3.5 or later, add the **Import Resale Authorization** - 4. In the left navigation pane, choose **List View Button Layout**. + * Adding the Import Offer button @@ -21 +21 @@ After upgrading to version 3.5 or later, add the **Import Resale Authorization** - 5. Choose **Edit** to open the list view editor. + * Adding the Import Agreement button @@ -23 +23 @@ After upgrading to version 3.5 or later, add the **Import Resale Authorization** - 6. In the **Custom Buttons** section, in the **Available Buttons** column, choose **Import Resale Authorization**. + * Adding sync log details to the ACE opportunity Record page @@ -25 +25 @@ After upgrading to version 3.5 or later, add the **Import Resale Authorization** - 7. Choose the right-arrow button to add **Import Resale Authorization** to the **Selected Buttons** list. + * Adding mapping values to the Closed Lost Reason label @@ -27 +27,22 @@ After upgrading to version 3.5 or later, add the **Import Resale Authorization** - 8. Choose **Save**. + + + +## Adding the Import Resale Authorization button + +The following steps explain how to add the **Import Resale Authorization** button to the **Resale authorization** section of an opportunity. The button enables you to import resale authorizations from AWS Marketplace. + +###### To add the button + + 1. Sign in to your Salesforce organization as a system administrator. + + 2. Choose **Setup, Object Manager** , then choose **Resale authorization**. + + 3. In the left navigation pane, choose **List View Button Layout**. + + 4. Choose **Edit** to open the list view editor. + + 5. In the **Custom Buttons** section, in the **Available Buttons** column, choose **Import Resale Authorization**. + + 6. Choose the right-arrow button to add **Import Resale Authorization** to the **Selected Buttons** list. + + 7. Choose **Save**. @@ -41 +62,5 @@ After upgrading to version 2.2 or later, do the following: -###### To add the Import Offer button to the Private Offers tab +## Adding the Import Offer button + +The following steps explain how to add the **Import Offer** button. + +###### To add the button @@ -43 +68 @@ After upgrading to version 2.2 or later, do the following: - 1. Log in to your Salesforce organization as a system administrator. + 1. Sign in to your Salesforce organization as a system administrator. @@ -49 +74 @@ After upgrading to version 2.2 or later, do the following: - 4. In the left navigation pane, choose **List View Button Layout**. + 4. In the left navigation pane, choose **List View Button Layout** , then choose **Edit** to open the list view editor. @@ -51 +76 @@ After upgrading to version 2.2 or later, do the following: - 5. Choose **Edit** to open the list view editor. + 5. In the **Custom Buttons** section, in the **Available Buttons** column, choose **Import Offer**. @@ -53 +78 @@ After upgrading to version 2.2 or later, do the following: - 6. In the **Custom Buttons** section, in the **Available Buttons** column, choose **Import Offer**. + 6. Choose the right-arrow button to add **Import Offer** to the **Selected Buttons** list. @@ -55 +80 @@ After upgrading to version 2.2 or later, do the following: - 7. Choose the right-arrow button to add **Import Offer** to the **Selected Buttons** list. + 7. Choose **Save**. @@ -57 +81,0 @@ After upgrading to version 2.2 or later, do the following: - 8. Choose **Save**. @@ -60,0 +85 @@ After upgrading to version 2.2 or later, do the following: +## Adding the Import Agreement button @@ -62 +87 @@ After upgrading to version 2.2 or later, do the following: -###### To add the Import Agreement button to the Agreements tab +The following steps explain how to add the **Import Agreement** button to the **Agreements** section of an opportunity record. @@ -64 +89 @@ After upgrading to version 2.2 or later, do the following: - 1. Log in to your Salesforce organization as a system administrator. +###### To add the button @@ -66 +91 @@ After upgrading to version 2.2 or later, do the following: - 2. Choose **Setup, Object Manager**. + 1. Sign in to your Salesforce organization as a system administrator, choose **Setup** , then **Object Manager**. @@ -68 +93 @@ After upgrading to version 2.2 or later, do the following: - 3. Choose **Agreement**. + 2. Choose **Agreement** , and in the **Details** section, choose **Edit**. @@ -70 +95 @@ After upgrading to version 2.2 or later, do the following: - 4. In the **Details** section, choose **Edit**. + 3. Choose **Allow Search**. @@ -72 +97 @@ After upgrading to version 2.2 or later, do the following: - 5. Choose **Allow Search**. + 4. Choose **Save**. @@ -74 +99 @@ After upgrading to version 2.2 or later, do the following: - 6. Choose **Save**. + 5. In the left navigation pane, choose **List View Button Layout**. @@ -76 +101 @@ After upgrading to version 2.2 or later, do the following: - 7. In the left navigation pane, choose **List View Button Layout**. + 6. In the **Custom Buttons** section, in the **Available Buttons** column, choose **Import Agreement** , then choose the right-arrow button to add **Import Agreement** to the **Selected Buttons** list. @@ -78 +103 @@ After upgrading to version 2.2 or later, do the following: - 8. In the **Custom Buttons** section, in the **Available Buttons** column, choose **Import Agreement**. + 7. Choose **Save**. @@ -80 +104,0 @@ After upgrading to version 2.2 or later, do the following: - 9. Choose the right-arrow button to add **Import Agreement** to the **Selected Buttons** list. @@ -82 +105,0 @@ After upgrading to version 2.2 or later, do the following: - 10. Choose **Save**. @@ -84,0 +108 @@ After upgrading to version 2.2 or later, do the following: +## Adding sync log details to the ACE opportunity Record page @@ -85,0 +110 @@ After upgrading to version 2.2 or later, do the following: +The following steps explain how to add sync log details to an ACE Opportunity Record page. @@ -87 +112 @@ After upgrading to version 2.2 or later, do the following: -###### To add sync log details to the ACE Opportunity Record page +###### To add the log details @@ -89 +114 @@ After upgrading to version 2.2 or later, do the following: - 1. Log in to your Salesforce organization as a system administrator. + 1. Sign in to your Salesforce organization as a system administrator. @@ -103 +128 @@ After upgrading to version 2.2 or later, do the following: - 8. Customize related lists for **Sync Log Details** and add **Created Date** , **Error Messages** , and **Status** fields to **Related Lists**. For more information, refer to [Customize Related Lists](https://help.salesforce.com/s/articleView?id=sf.customizing_related_lists.htm). + 8. Customize related lists for **Sync Log Details** and add **Created Date** , **Error Messages** , and **Status** fields to **Related Lists**. For more information, refer to [Customize Related Lists](https://help.salesforce.com/s/articleView?id=sf.customizing_related_lists.htm) in the Salesforce help. @@ -112 +137,5 @@ After upgrading to version 2.2 or later, do the following: -Version 2.2 of the CRM connector features a path for the AWS delivered ACE Opportunity object. To view the path on the ACE Opportunity page, refer to [Enable Paths](https://help.salesforce.com/s/articleView?id=sf.emergency_response_create_paths.htm). +Version 2.2 of the CRM connector features a path for AWS-delivered ACE opportunities. For information about viewing that path, refer to [Enable Paths](https://help.salesforce.com/s/articleView?id=sf.emergency_response_create_paths.htm) in the Salesforce help. + +## Adding mapping values to the Closed Lost Reason label + +The following steps explain how to add automatic field mapping values to the **Closed Lost Reason** label of ACE opportunity objects. @@ -114 +143 @@ Version 2.2 of the CRM connector features a path for the AWS delivered ACE Oppor -###### To add field mapping values to Closed Lost Reason label of ACE opportunity objects +###### To add the mapping values @@ -116 +145 @@ Version 2.2 of the CRM connector features a path for the AWS delivered ACE Oppor - 1. Log in to your Salesforce organization as a system administrator. + 1. Sign in to your Salesforce organization as a system administrator. @@ -141 +170 @@ To use the Amazon Web Services Documentation, Javascript must be enabled. Please -Upgrading to the Partner Central API +Installing the connector