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Labra Salesforce Setup Guide (v 2.20) Marketplace + Co-sell

Sai Praveen Thoom
Updated

Table of Contents

  1. Prerequisites

  2. Package Installation

  3. Onboarding Setup

  4. Salesforce Field Mapping Templates

 

Prerequisites

  • System Admin access to your Salesforce instance.

  • Knowledge of creating and assigning permission sets.

     

 

Package Installation

Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tdN000000RjKP
Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tdN000000RjKP

  1. Log in to the Salesforce org (Production or Sandbox).

  2. Select installation option:

    • Recommended: Install for Admins Only (for controlled access).



    Fig. 1
     

  3. Approve third-party access and click Continue.


    Fig. 2
     

  4. Installation takes ~10–15 minutes. Salesforce sends confirmation email once complete.

 

 

Onboarding Setup

This flow is required to:

  • Establish connection between Salesforce and Labra.

  • Configure AWS Co-sell and Marketplace-specific settings.

  • Fetch the products/Resellers listed on the marketplace

 

➡️  Step 1: Connect Labra and Salesforce

  1. In an incognito window, log in to app.labra.io.

  2. Navigate to Settings → AppSettings → Labra Platform → CRM Settings.

  3. Click Connect your Salesforce Production Account.



    Fig. 3
     

  4. Log in with the Integration User credentials.

  5. Allow API access and click Done.


    Fig. 4
     

  6. You’ll be redirected to App Settings, where connection credentials appear — keep this tab open.



    Fig. 5
     

  7. In Salesforce, open the App Launcher and search for Labra Integration Setup.


    Fig. 6
     

  8. Copy Client ID, CRM ID & Secret Key from Labra into Salesforce.

  9. Under Purchased Module, select both modules:

    • Co-sell

    • Marketplace

  10. Check the authorization box:
    “I authorize Labra to assign the necessary Labra Custom Permission Set to my User Account.”

  11. Click Check connection with Labra.


    Fig. 7
     

 

➡️  Step 2: Permission Set Assignment

  1. Open Permission Sets Assignment tab.

  2. Click Manage Assignments.


    Fig. 8
     

  3. Select relevant users.

  4. Assign permission sets:

    • Labra Co-sell User


      Fig. 9
       

    • Marketplace permission sets  (based on the clouds you have subscribed to)


      Fig. 9
       

  5. Click Save.

  6. Confirmation message appears.


    Fig. 10
     

 

➡️  Step 3: Configuration Setup

Co-sell Configuration

  • Go to Configuration → Co-sell


    Fig. 11
     

  • Select Your Preferences: Check the boxes according to your business requirements and operational preferences

  • Labra provides the following functionality out of the box for Co-sell.

 

Labra Co-sell Features and Recommended Settings

Feature Description Recommended Setting
Auto Accept Referrals 
Best Practice 		Automatically accepts incoming referrals/leads from AWS. ✅ Enabled – reduces manual work.
Enable Labra Lead Sync 
Best Practice 		Syncs leads from the Labra app to AWS. ✅ Enabled – keeps AWS updated.
Enable Labra Referral Sync 
Best Practice 		Syncs referrals from the Labra app to AWS. ✅ Enabled – ensures data consistency.
Auto Update Opportunity from Referral 
Best Practice 		Updates the linked Salesforce opportunity whenever the referral record changes.
• Default fields: Target Close Date, Next Step.
• Custom fields can be added.		 ✅ Enabled – ensures opportunities stay current.
Auto Update Referral from Opportunity 
Best Practice 		Updates the linked referral record when the Salesforce opportunity changes.
• Default fields: Close Date, Next Step, Account Lookup.
• Custom fields can be added.		 ✅ Enabled – keeps referral data aligned.
Enable Products and Solution 
AWS Requirement 		Adds a screen during referral creation to include Products and Solutions.
• If disabled, defaults to Other.
• Solution must be updated before launch.		 ✅ Enabled – required for valid referral submissions.
Enable Description Section 
Optional 		Adds a screen for entering a description following AWS’ format.
• Optional section.		 ⚪ Optional – enable if business requires detailed descriptions.
Automatic Referral Creation 
Optional 		Automatically creates referrals when an opportunity reaches a defined stage.
• Users must select the stage when enabling.
• Configurable per business needs.		 ⚪ Optional – enable only if automation fits sales process.
In-app Notification 
Best Practice 		Notifies users about important updates and changes related to referral records within the app. ✅ Enabled – improves visibility and reduces missed updates.

 

Marketplace Configuration

  • Go to Configuration → Marketplace

  • Select Your Preferences: Check the boxes according to your business requirements and operational preferences
    • Fetch Resellers from Labra - will fetch all the resellers required to create Resale Authorization
    • Reseller Authorization Approval Flow

    • Offer Approval Flow


      📒  Please note: 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.
       

  • Verify products fetched and visible under Marketplace section

  • Save configuration

A confirmation message will display once the configuration is saved.

 

 

➡️  Step 4: Enable Labra Action Hub on Opportunity Page

  1. Go to Setup → Lightning App Builder.

  2. Open the desired Opportunity Record Page.

  3. In the components tab, search for the “Labra Opportunity Action Hub” component.


    Fig. 12
     

  4. Drag Labra Opportunity Action Hub to desired location.


    Fig. 13
     

  5. (Optional) Uncheck Show Related List if you don’t want the related records view.

  6. Save and activate.

 

 

➡️  Step 5: Add AWS Partner Central User

  1. Go to Setup → Object Manager → User → Page Layouts → User Layout.

  2. Drag AWS Partner Central User field into Additional Information Section.


    Fig. 13
     

  3. Go to Home → Users, and then go to the User who is the AWS Partner Central User.

  4. Check AWS Partner Central User box and Save.


    Fig. 14
     

 

➡️  Step 6: Add Action Buttons (Optional but Recommended)

  • Calculate Propensity Score (bulk scoring).

  • Bulk Referral Creation (AWS referrals in bulk).

Steps:

  1. From Object Manager → Opportunity → List View Button Layout → Edit.


    Fig. 14
     

  2. Add button(s) and Save.


    Fig. 15
     

 

➡️  Step 7: Enable Path

  1. In Salesforce Setup, search Path Settings. Click Enable.
    (Skip if already enabled in your org.)


    Fig. 15


    Fig. 16
     

 

Salesforce Field Mapping Templates

Use the Mapping Manager Template to define field mappings per cloud (AWS, Marketplace, GCP).

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