When creating a referral in Salesforce through Labra, certain fields must be completed to ensure successful sharing with AWS. This guide breaks down all required fields and optional fields, with clear descriptions of what each field means and when it’s useful.
Required Fields
| Field | Description |
|---|---|
| AWS Partner Central User | The person who owns the opportunity (must be registered in AWS Partner Central). |
| Country | The primary country where your customer’s company operates. |
| Customer Company Name | The official name of your customer’s company. |
| Customer Website | The company’s website URL. |
| Delivery Model | How your solution is delivered (e.g., SaaS, on-premises, hybrid). |
| Description | A short summary of the opportunity and your role. |
| Estimated AWS Monthly Recurring Revenue | The monthly AWS revenue you expect from this opportunity. |
| Industry | The industry your customer operates in. |
| Is from Marketing Activity? | Whether the opportunity came from a marketing campaign. |
| Labra Referral Name | A short title for the referral or project. |
| Postal Code | The company’s postal or ZIP code. |
| Sync to Cloud Partner | Sends the referral immediately to AWS when using the Co-Sell button. |
| Target Close Date | The expected date when the opportunity will close or go live. |
| Use Case | A short explanation of the customer’s challenge or goal. |
Optional Fields
| Field | Description |
|---|---|
| Account | The customer’s 12-digit AWS account ID. |
| APN Programs | AWS Partner Network program(s) influencing the opportunity. |
| AWS Products | AWS product(s) tied to the opportunity. |
| AWS Marketing Campaign Name | Identifier for the related marketing campaign. |
| AWS Partner Central User Email | Email of the opportunity owner. |
| AWS Partner Central User Name | Name of the opportunity owner. |
| City | The city where the company is located. |
| Competitive Tracking | Competing cloud providers involved. |
| Contract Effective Date | Contract start date. |
| Contract Expiration Date | Contract end date. |
| Currency | Currency used in the contract. |
| Customer DUNS Number | Dun & Bradstreet nine-digit identifier. |
| Customer Email | Main contact’s email address. |
| Customer First Name | Main contact’s first name. |
| Customer Last Name | Main contact’s last name. |
| Customer Software Value (TVC) | Total documented contract value. |
| Has Classified NatSec Information? | Indicates if related to national security. |
| Marketing Activity Channel | Channel used in the campaign (webinar, event, etc.). |
| Marketing Activity Use Case | Description of the campaign initiative. |
| Next Step | Planned follow-up actions for AWS. |
| Offer ID | AWS Marketplace Private Offer identifier. |
| Opportunity Type | Categorizes the opportunity (New, Renewal, Expansion). |
| Other Competitive Tracking | Other competing providers if “Other” selected. |
| Other Industry | Industry name if “Other” selected. |
| Other Solution Offered | Solution proposed if “Other” selected. |
| Parent Opportunity ID | APN CRM unique ID of the parent opportunity. |
| Partner Contact Title | Job title of your main sales contact. |
| Partner Sales Contact Email | Sales contact’s email address. |
| Partner Sales Contact First Name | Sales contact’s first name. |
| Partner Sales Contact Last Name | Sales contact’s last name. |
| Partner Sales Contact Phone | Sales contact’s phone number. |
| Primary Need from AWS | Type of AWS support requested (technical, marketing, sales). |
| Procurement Type | Payment terms (e.g., one-time, subscription). |
| Referral Stage | Stage of the business lifecycle. |
| Sales Activities | Sales engagements completed with the customer. |
| Sales Territory | Assigned region or territory. |
| Solution Offered | AWS solution(s) proposed (multiple allowed). |
| State | State or province where the company is located. |
| Street Address | Company’s street address. |
| Was MDF Used? | Indicates if Marketing Development Funds were used. |