AWS partner-central documentation change
Summary
Comprehensive restructuring of upgrade guide: changed title, added phased migration approach, sandbox recommendation, and reorganized topic links.
Security assessment
Restructures upgrade process documentation without referencing security fixes or vulnerabilities. Sandbox recommendation is general best practice but not explicitly security-focused.
Diff
diff --git a/partner-central/latest/crm/upgrade-crm-api.md b/partner-central/latest/crm/upgrade-crm-api.md index 433f20c6a..501ad86e4 100644 --- a//partner-central/latest/crm/upgrade-crm-api.md +++ b//partner-central/latest/crm/upgrade-crm-api.md @@ -7 +7 @@ -# Upgrading from a CRM with Amazon S3 integration to the Partner Central API +# Upgrading from Amazon S3 to API-based integration @@ -13 +13,8 @@ The topics in this section assume you've completed the prerequisites for an AWS -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. +This section walks you through upgrading your AWS Partner CRM Connector from Amazon S3-based to API-based integration. The migration involves three main phases: + + 1. **Complete prerequisites** – The Alliance Lead performs actions within Partner Central. + + 2. **Set up AWS infrastructure** – The IT Cloud Admin and the Salesforce Administrator perform activities in the AWS Management Console and in Salesforce to enable the API-based integration. + + 3. **Finalize setup and configuration within Salesforce** – The Salesforce Administrator finishes the configuration and setup within Salesforce. + @@ -15 +21,0 @@ The steps in the following sections explain how to upgrade from an earlier CRM w -###### Topics @@ -17 +22,0 @@ The steps in the following sections explain how to upgrade from an earlier CRM w - * [Upgrade features](./api-upgrade-features.html) @@ -19 +24,5 @@ The steps in the following sections explain how to upgrade from an earlier CRM w - * [Set up named credentials](./set-up-api-credentials.html) +###### Note + +We recommend that you complete these activities in a Sandbox environment first, test thoroughly, and then deploy to Production. + +###### Topics @@ -21 +30 @@ The steps in the following sections explain how to upgrade from an earlier CRM w - * [Add the Approval Status button to the Opportunity Lightning Record page](./add-approval-status-button.html) + * [Complete prerequisites](./upgrade-phase1-prerequisites.html) @@ -23 +32 @@ The steps in the following sections explain how to upgrade from an earlier CRM w - * [Add the remaining buttons](./add-remaining-buttons.html) + * [Set up AWS infrastructure](./upgrade-phase2-aws-infrastructure.html) @@ -25 +34 @@ The steps in the following sections explain how to upgrade from an earlier CRM w - * [Refresh the Solution Offerings tab](./refresh-the-solutions-from-the-solution-offerings-tab.html) + * [Finalize setup and configuration within Salesforce](./upgrade-phase3-salesforce-config.html) @@ -38 +47 @@ Using an earlier CRM with Amazon S3 integration -Upgrade features +Complete prerequisites