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Guide for Package Upgrade to v2.20

Sai Praveen Thoom
Updated

 

Prerequisites

  • System Admin access to your Salesforce instance.

  • Knowledge of creating and assigning permission sets.

 

Upgrade URLs 

 

Steps to Upgrade

  1. Click on the link above to upgrade the package.

  2. The upgrade process for the Labra Salesforce package version 2.19 (may take 5-10 minutes.)
    Steps to Verify Package Version:

    • Navigate to Salesforce Setup.

    • In the Quick Find search bar, type and select Installed Packages.

    • Locate the Labra package in the list and confirm the version is 2.19 (User also gets notification on Email from Salesforce once package gets installed in the ORG)

  3. Click the App Launcher and search for "Labra Integration Setup."
    • Click the button upgrade to see the latest changes for Onboarding

    • Verify the details of Onboarding (Partner ID, CRM ID and Secret Key

Select Your Module:  Under Purchased Module, select the option you have paid for (e.g., Co-sell or Marketplace).      

  1. Check the authorization box that states: "I authorize Labra to assign the necessary Labra Custom Permission Set to my User Account."

  2. Note: Checking this box automatically enables the specific custom permissions for the module you purchased.

    Click the "Check connection with Labra" button. This automatically enables the required callouts in the Labra credentials.

    If connection is success, then user gets a message - ✅ Connected to Labra successfully.

Once completed, this integration setup will finalize the customer's onboarding process.

 

Steps needed to perform if using package below 2.15

To perform an upgarde from the package that is of version lower than 2.15, follow this link here and finish the steps for setup

 

Updates Required in your Custom Flow on Labra Referral (if you have any) - Optional

As part of this release, we have replaced the field 'Last Updated by' with a new field to improve functionality and performance. While the managed package flows included in our package will update automatically, any flows you have created will require manual updates to reference the new field.

To assist you, we have outlined the steps below and created a helpful video to make this process as simple as possible. Watch the video here.

  • Go to Setup > Object Manager > Labra Referrals > Field and Relationships.

  • Locate the field 'Last Updated By' and open the field.

  • Click the 'Where is this used?' button to find all flows where this field is referenced.

Note: The list includes managed package flows, deactivated versions of managed package flows as well as your custom flows. Our focus are the flows that are created by you.

  • In a separate tab, open the list of flows. Sort the flows by ‘Namespace’. 

  • Copy the name of flow one by one and search in the list.

  • Search for flow in the list to check if it’s part of Labra’s package or your custom flow.

  • If you find any custom active flow, open the flow.

  • Create a New Resource called ‘TimeStamp’ of ‘Formula’ of Number type with formula as UNIXTIMESTAMP(Now())

  • Check for references to the field 'Last Updated by' in the flow components (Get Records, Assignment Components or Update Records).

  • Replace any references to 'Last Updated by Equals AWS' with the new field ‘Labra__Backend_Validation_Date_Time__c Equals TimeStamp’.

  • After making the changes, click Save As to create a new version of the flow. Click Activate to enable the updated flow.

  • Repeat the above steps for any custom flow you created to create or update the Labra Referral object.

 

Add “Calculate Propensity Score” button to Opportunity for bulk calculation - Optional

  1. From object manager , in quick find search & open “Opportunity”

  2. Click on “List View Button Layout” and click on dropdown available for list view layout and select edit

  3. Add Calculate Propensity Score button and click on Save button 

 

Add “Bulk Referral Creation” button to Opportunity for bulk calculation for Referrals - Optional

  1. From object manager , in quick find search & open “Opportunity”

  2. Click on “List View Button Layout” and click on the dropdown available for list view layout and select edit.

  1. Add Bulk Referral creation button and click on Save button.

 

 

Add “Update Expiration Date” button to Labra Offer for Bulk expiration update

  1. From object manager , in quick find search & open “Labra Offer”

  2. Click on “List View Button Layout” and click on the dropdown available for list view layout and select edit.

  1. Add Update expiration Date button and click on Save button.

 

Creating and adding “CPPO ACCEPTED” picklist in Authorization status - Optional

  1. Open any record of Resale Authorization and click on setup and select edit object .

  2. Select “Fields & Relationships” from details column available in left side and then click on “Authorization Status”

  3. Scroll down and then click on ‘New’ in values

  1. Copy this value “CPPO Accepted” and paste it in the box and select the checkbox AWS record type and click on save.

  2. After saving, click on edit for the newly created value and change the API name from CPPO Accepted to channel_offer_accepted and click on save .

  3. Click on reorder available beside new and move the status after Completed.
    And click on save.

 

Steps to allow for enabling “Allow reports” for Labra Resale Authorization & Labra Subscription Lines - Optional

  1. From object manager , in quick find search & open “Resale Authorization”

  2. In details tab , click on edit

  3. And select the checkbox for “Allow Reports” and click on save.

  4. Again from object manager , in quick find search & open “Labra Subscription Line”

  5. Go for details and click on edit
    And select the checkbox for “Allow Reports” and click on save.

New Features Guide:

 

Salesforce Field Mapping Templates

This Feature allows users to create a template based on a specific cloud. For more information on the Co-sell Mapping Manager template, click here.

 

Labra Integration Setup (Revamp)

Onboard faster with a guided Salesforce–Labra setup flow—with automated credentials, early connection validation, and in-app permission management.

 You can now:

  • Follow a clear, guided setup flow
  • Validate your Salesforce–Labra connection early in the process
  • Let backend automation handle complex credential setup
  • Assign permissions directly within the setup page

  • Assign a Single Permission Set:

    • From the Permission Set Assignments section, users can click on a specific permission set, such as "Labra Custom Permission."
    • Clicking it opens a modal titled "Users Added to Labra Custom Permission Set."

    • From this window, you can assign or remove this permission set for other users.

  • Bulk Assign Multiple Permission Sets:
    • The Permission Set Assignments section lists all permission sets related to the Purchase Module.
    • Clicking the "User Assignment" button opens a modal titled "Managed Assignment for Selected Permission Sets."
    • This powerful tool allows you to assign multiple different permission sets to multiple users simultaneously.

 

Configuring OppSync Features

Based on the Purchased Module (Co-Sell or Marketplace), configure the following OppSync features to automate your workflow with AWS.

Core Synchronization Settings

  • Auto-Accept Referrals: When enabled, incoming referrals from AWS are automatically accepted in Salesforce, saving you manual effort.
  • Labra Lead Sync: Allows the Labra app to synchronize lead records from Salesforce to AWS.
  • Labra Referral Sync: Allows the Labra app to synchronize referral records from Salesforce to AWS.

Automated Updates & Mapping

Keep your Salesforce Opportunities and AWS Referrals in perfect sync.

  • Auto-Update Opportunity from Referral: Any change to an AWS referral automatically updates its linked Salesforce Opportunity. By default, this includes the 'Target Close Date' and 'Next Step' fields. You can customize which fields are mapped.
  • Auto-Update Referral from Opportunity: Any change to a Salesforce Opportunity automatically updates the linked AWS referral. By default, this includes 'Close Date', 'Next Step', and 'Account'. You can customize which fields are mapped.

Referral Creation Enhancements

Control the information captured when creating new referrals.

  • Enable Products and Solutions: Adds a screen to select Products and Solutions during referral creation.
    • Recommendation: Keep this enabled. You must select a valid Solution before launching a referral. If disabled, "Other" will be used as a default.
  • Enable Description Section: Adds an optional screen for a detailed description, formatted to meet AWS requirements.

Advanced Automation

  • Automatic Referral Creation: Automatically generates an AWS referral when a Salesforce Opportunity reaches a specific stage you define (e.g., "Value Proposition"). Requires one-time configuration.
  • In-App Notifications: Keeps users informed with real-time alerts about important updates to their referral records.

 

Configuring  MarketPlace features

  1. Check this boxes if you want to enable approval flow for offer or Reseller Authorization.
  2. On the configuration screen:
    • Verify Product Sync: First, check that all your products have been successfully fetched from the Marketplace.
    • Fetch Reseller Data: Check the box for ‘Fetch Resellers from Labra’ to retrieve the list of resellers needed for creating Resale Authorisations.
  3. Click Save to continue.

 

Microsoft Reseller Authorization (MPPO) in Salesforce

Manage MPPOs end-to-end inside Salesforce—with pricing, installments, lifecycle tracking, and revenue insights—for a seamless multi-cloud selling experience.  This includes:

  • Creating, pricing, sending, and tracking MPPOs
  • Full lifecycle tracking (Draft → Sent → Viewed → Pending → Accepted/Expired/Failed)
  • Custom installment payment schedules
  • Contracts, invoices, disbursements, and revenue insights in one dashboard
  • Real-time notifications via email

Creating a Microsoft Reseller authorization

  1. Navigate to Marketplace Offer.
  2. From the dropdown, select Reseller Auth for Channel Partner.
  3. Click the Create New Reseller Auth button.

Configure Basic Details
A modal window titled Create a Reseller Authorization will open.

  1. Select Cloud Provider: Choose Microsoft from the list.
  2. Select Product: Choose the relevant product for this authorization.
  3. Click the Next button to proceed.

Complete the Multi-Party Private Offer (MPPO) Details
A new modal window titled Create a Reseller Authorization (Multi-Party Offer) will appear.

  1. Fill in all the required details carefully, following the sections provided in the form.
  2. Ensure all information is accurate for the Microsoft Multi-Party Private Offer (MPPO) process.
  3. Click Submit or Create to finalize the Reseller Authorization.

 

Improvements in Microsoft Private Offer

  1.  Flexible payment schedules—configure installment-based plans to match diverse deal needs.

Select Microsoft Private offer : we have introduced new features to add multiple plans at a time

1. Absolute Pricing

Use this when you want to set a fixed price for a service or product.

  1. Plan Selection: You can apply this pricing to multiple plans at once.
  2. Billing Options: Choose how the customer pays:
    1. Yearly: The customer pays the entire amount once per year.
    2. Flexible Schedule: Break the payment into installments. You can generate installments based on:
      1. Monthly
      2. Quarterly
      3. Annually
      4. Custom: Set your own installment dates and amounts for maximum flexibility.

2. Discount Pricing

Use this to apply a percentage discount to a plan's standard price.

  1. Payment Terms: The discounted amount must be paid in a single, one-time payment. Installment plans are not available for discounted pricing.

  2. Precision pricing—Microsoft PO pricing now supports up to 5 decimal places for greater accuracy.

    We support precision up to five decimal points for all payment amounts. This enhances financial accuracy, ensuring that calculations for installments, currencies, and discounts are handled with utmost precision.

 

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