Labra Mapping Manager: Key to Your Salesforce Integration

When managing referrals through Labra’s Salesforce package, automation and accuracy are key. That’s where the Labra Mapping Manager comes in. It’s a powerful configuration tool that ensures key referral fields are automatically populated, saving your team time and minimizing manual errors.

What Is the Labra Mapping Manager?

The Labra Mapping Manager is a feature in Labra's Salesforce integration that lets you define how data flows into your referral records. Specifically, it controls which fields are auto-filled when a referral is created — for example, pulling data from your Salesforce Opportunity object directly into the referral form.

This is especially helpful when dealing with complex processes, like syncing solutions and products for AWS ACE program requirements.

Key Features and Functionality

🔁  Field Mapping

The Labra Mapping Manager allows you to:

• Map fields from Salesforce (like the Opportunity object) to the referral object.
• Ensure that required fields are pre-filled during referral creation.
• Avoid manual data entry for values such as city, industry, or partner contact.

Example:
If you want the "City" field in a referral to be auto-filled from your Opportunity's "Billing City," you can map it directly — and it will populate automatically every time a referral is created.

🧩  Solutions and Product Auto-Assignment

There are two ways to attach Solutions and Products to a referral:

1. Interactive Selection Screen Enabled
   • When enabled, users select a solution and product manually during the referral creation process.
   • The platform enforces AWS requirements — for example, requiring at least one solution to be attached.
2. Interactive Selection Screen Disabled
   • If you disable the selection screen (a setting during onboarding), the Labra Mapping Manager lets you configure default solutions and products.
   • These defaults are automatically attached to every referral to meet AWS requirements.

This ensures you stay compliant — even when streamlining your workflow.

🧰 Filtering and Visibility

You can filter within the Labra Mapping Manager to:

• View unmapped fields that may still need configuration.
• Quickly identify what data will or won’t auto-populate.

• Customize mappings depending on your business process or data structure.

   

When and Why to Use the Labra Mapping Manager

• You want to reduce human error in referral creation.
• You’re onboarding new team members who may not know which values to select.
• You want to ensure consistency across all referral records.
• You’re required to attach at least one AWS solution per referral — and want to automate it.
   

Bonus: Visuals Through Dashboards and Reports

While not part of the Labra Mapping Manager directly, Labra’s Salesforce package also comes with:

• A pre-built dashboard that visually summarizes incoming and outgoing referrals.
• A set of reports for detailed data (like number of referrals, status, revenue, etc.).

These tools help you monitor your performance and maintain visibility across your AWS co-sell motion.

Final Notes

The Labra Mapping Manager is a behind-the-scenes hero — it brings automation, consistency, and control to your referral creation process. By configuring it thoughtfully during onboarding, you save your team time, meet AWS requirements effortlessly, and ensure clean, actionable data flows through your CRM.