Labra provides a set of features designed to streamline your co-sell workflows. These can be enabled or disabled at any time by following two simple steps:
In Salesforce, search for Labra Onboarding Quick Setup in the App Launcher.
Under the OppSync Specific section, check the boxes for the features you wish to enable.
The table below outlines the available features, their purpose, and our 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. |