POC Steps For AWS Co-sell

Last updated: October 24, 2024

Mapping

Field	Sample Value	Default / SFDC Field Mapping	Notes
Website	perplexity.ai	SFDC Field Mapping
Estimated AWS MRR	50000	SFDC Field Mapping	You can set the “Percentage of Field Value” by clicking the pencil icon in field mapping. Eg. Can set 50% of salesforce field value.
Target Close Date	Oct 31, 2024	SFDC Field Mapping
Project Description	Acme Corp is helping #{{customer_company_name}}-#{{customer_website}} for their database needs.	SFDC Field Mapping
Partner Need from AWS	No	SFDC Field Mapping
Marketing Originated	Yes	SFDC Field Mapping
Marketing Funds Used	Yes	SFDC Field Mapping	Conditionally mandatory field
Next Step	Will contact AWS if the deal moves forward.	SFDC Field mapping
Stage		SFDC Field Mapping	Useful only for updates not during creation
Customer Contact First Name		SFDC Field Mapping	Customer Contact Details section Set filter criteria for selecting the right contact associated with an opportunity in SFDC.
Customer Contact Last Name		SFDC Field Mapping
Customer Contact Email		SFDC Field Mapping
Customer Contact Phone		SFDC Field Mapping
Partner Contact First Name	John	SFDC Field Mapping & Default	Partner Contact Details section Add multiple AEs in default and select one of them. Default will be picked only if “Enable Default Values” is selected.
Partner Contact Last Name	Doe	SFDC Field Mapping & Default
Partner Contact Email	john.doe@acme.corp	SFDC Field Mapping & Default
Partner Contact Phone	+1234567890	SFDC Field Mapping & Default
Opportunity Type	Net New Business	SFDC Field Mapping & Default	If SFDC value is missing default will be picked
Solution Offered	Acme Corp Solution	SFDC Field Mapping & Default	If SFDC value is missing default will be picked
Project Title	#{{customer_company_name}} Growth Deal	Default
Partner specific Need from AWS	Co-Sell - Pricing Assistance;Co-Sell - Deal Support	Default
Sales Activity	Initialized discussions with customer	Default
Use Case	Big Data: Data Warehouse / Data Integration / ETL / Data Lake / BI	Default
Delivery Model	SaaS or PaaS	Default
Opportunity Owner Email	<empty>	Default	Needs to be an active Partner Central user. Will be defaulted to Alliance Lead if empty.

Success Test Cases:

Create an ACE Opportunity via SFDC Test Case - 1

Change the Website mapped field in SFDC to any valid website of your choice and try creating a new opportunity

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Create an ACE Opportunity via SFDC Test Case - 2

You can select the default for Partner Contact Details instead of SFDC field mapping and try creating a new opportunity.

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Failure Test Cases:

Create an ACE Opportunity Failure Test Case - 1

Set the Target Close Date mapped field in SFDC to a date in the past and try creating a new opportunity

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Create an ACE Opportunity Failure Test Case - 2

Change the postal code in the filled form to some random text like “74hd93jd” and try creating a new opportunity.

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Notes:

We support multiple #{{customer_company_name}} types of field replacements in Project Description & Project Title, just press “#{{“ while filling default.
We have a high success rate for fetching company details via a website, rarely it may fail to fetch it, in which case details have to be manually filled.
We also support other fields like AWS Products, APN Programs, Contract Start Date, Contract End Date, Customer Software Value, Procurement Type, etc.
Before performing new tests, make sure to unmap any existing opportunity of Clazar from SFDC opportunity via the widget.
Make sure to map all the possible picklist values in field mapping so that it doesn’t pick empty mapped value during field mapping.
These are sample test cases, choose the right way of mapping according to your needs in production