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Co-Sell + Marketplace Onboarding - Salesforce Setup Guide (v 2.18.2)

Sai Praveen Thoom
Updated

Table of Contents:

 

Prerequisites

  • System Admin access to your Salesforce instance.
  • Knowledge of creating and assigning permission sets.

Package Installation

  1. Click on the link below to install the package.

    Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ4000000cCPX

    Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tJ4000000cCPX

  2.  This redirects to the Salesforce login page, log in to your Salesforce instance where you want to install the package.

     Login page
  3. Once logged in, it will display three options for installation. Select an Option and Click on Install.
    Recommended: Select the Install for Admins Only option during the package installation to maintain better control over access and permissions.

     
  4. Allow third-party access and click “Continue" to install.

     
  5. Installation might take 10-15 mins. After the installation process is completed, you will receive an email from Salesforce confirming the installation of the Labra package.

Onboarding Setup

This onboarding flow is required to run -

  • To establish a connection from Salesforce to Labra
  • Setting up AWS and Oppsync Specific Settings
  • Setting up Flyout Specific Settings
  • Fetch the products/Resellers listed on the marketplace
     
  1. Click on the App launcher(9 dots) icon.

  2. Type Labra Onboarding Quick Setup in the search bar and click on Labra Onboarding Quick Setup.

      

  3. Once the Onboarding page is opened, Labra creates Named Credentials in the backend.

  4. To proceed further, you should have access to the credentials. Keep this tab open.

  5. Steps to Configure 'Custom Permission Set':

    • Navigate to Setup in Salesforce.
    • Click on Permission Sets.
    • Create a new Permission Set named 'Labra Custom Permissions' and click on Save.

    • Assign the following permission in this permission set. For help on creation and assignment, click here.

      Permission Name Type 
      Allows users to modify Named Credentials and External Credentials System Permission
      Read access to the ‘User External Credential’ object Object Permission
      Labra_Credentials - auth. External Credential Principal Access
      Run Flows System Permission
    • Once the above permissions are added to the permission set, assign this permission set to all the users (including you) who will be using Labra.

      Note: Please don’t proceed further until you have the above permission set assigned.

  6. Steps to connect Labra and Salesforce

    • In a new incognito window, Log in to app.labra.io .
    • Navigate to 'CRM Settings' under 'Labra Platform' tab.
    • Click on 'Connect your Salesforce Production Account' if you are connecting with Salesforce production environment.

    • It will open the Salesforce Login page. Enter the credentials of the Integration User or the user with whom you want to establish a connection. Allow the API access and click Done.
    • You will be directed to 'App Settings' where credentials will be displayed for connection.
    • Keep this tab open and go back to Salesforce 'Labra Onboarding Quick Setup' tab opened in step 4.
    • Copy the details Client ID , CRM ID & Secret Key and paste them into Salesforce.
  7. If Flyout Endpoint is blank, add https://api.labra.io/crm/v1/partners  in Flyout Endpoint.
  8. Under Callout Configurations, Click on the link ‘here’ to enable callout using Named credentials.

  9. Enable the Callouts from the Named Credentials.

  10. Click on Save and come back to the onboarding page.
  11. Check the relevant checkbox under AWS Specific Settings and click on the Next Button.
  12. Under 'OppSync Specific Settings', check only relevant boxes for your business needs (Details of each checkbox can be found here) and click on the Next Button.

  13. It will open the Flyout Specific Configuration Screen. Check if all your products are successfully fetched from the Marketplace.
  14. If approval flow checkboxes are selected, then there should be an approval process for the sync of the Offer / Resale Auth. If approval flow checkboxes are not selected, then Offer / Resale Auth. will be directly sent to Marketplace whenever created. For more details on how to create an Approval flow, click here.

  15. Check the ‘Fetch Resellers from Labra’ (It will fetch all the resellers required to create Resale Authorization) and click Next.


     
  16. This completes your onboarding and connections.

Permissions Setup

  • Assign Labra Custom Permissions , Labra OppSync User, and  Labra AWS Flyout User / Labra Microsoft Flyout User / Labra GCP Flyout User (based on the cloud marketplace they will be using) Permission Set to all users who will be using Labra.
  • Permissions required for Integration User (User used for connecting Labra to Salesforce in this Step):
    • If the license of the User is 'Salesforce', assign Labra Custom Permissions, Labra OppSync User, and  Labra AWS Flyout User / Labra Microsoft Flyout User / Labra GCP Flyout User (based on the cloud marketplace they will be using) Permission Set.
    • If the license of the User is 'Salesforce Integration', follow the steps below:
      • Create a New Permission Set - “Labra Integration User” having Salesforce API Integration License

      • Go to Object Settings -> User External Credentials -> Assign Read access to this object
      • Assign Labra_Credentials - auth to External Credentials Principal Access.
         
      • Assign this permission set, Labra OppSync User, and  Labra AWS Flyout User / Labra Microsoft Flyout User / Labra GCP Flyout User to the Integration User.

Add AWS Partner Central User for creating Referrals in AWS 

  • Go to Setup -> Object Manager
  • Go to User Object -> User Page Layouts -> User Layout
  • Drag and drop the AWS Partner Central User from the Fields to the Additional Information Section, and Save.


     
  • Click on Home and navigate to Users, and then go to the User who is the AWS Partner Central User.
  • Click on edit and check the box of AWS Partner Central User and Save.

 

Labra Mapping Manager

Once the onboarding flow is done, click on the App Launcher at the top right corner and search for Labra Mapping Manager. Follow this Link for complete setup and knowledge on the Mapping Manager.

 

Enable the Labra Action Hub on the Opportunity Lightning Page

  1. ​Edit the Opportunity Lightning Record Page.
  2. In the components tab, search for the 'Labra Opportunity Action Hub' component.
     

  3. Drag and drop the 'Labra Opportunity Action Hub' component to the desired location on the page. You can optionally configure the component to show or hide the related list. To hide the enhanced related records view, simply uncheck the 'Show Related List' checkbox.


  4. Click 'Save' once done.


Enable Path

Click on Setup and Search “Path setting” in the Quick find box, Click on Enable button. (Note: If Path settings is already enabled in your org then you can skip this step)


 
 

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