Table of Contents

1. Request your Labra Salesforce installation link
2. Create the Labra Integration User
3. Create and Configure Permission Sets
4. Configure the External Client App
5. Connect Salesforce to Labra
6. Add the Labra Control Center to Opportunity Pages
7. Salesforce Automations

8. What's next?

    

1. Request your Labra Salesforce installation link

Before configuring the Labra Salesforce Canvas App, you'll need the appropriate installation link for your Salesforce environment.

For security purposes, Labra installation links are not published in our public documentation. Your Labra onboarding team will provide the appropriate installation link directly to your organization's Salesforce Administrator.

Once you receive your installation link, open it while signed in to Salesforce as a System Administrator and continue with the installation steps below.

Installation Steps

1. Open the appropriate installation link.
2. Log in to Salesforce using a System Administrator account.
3. When prompted to choose installation access, you will see two common options:

Install for Admins Only

• Only Salesforce Administrators will initially have access to the Labra package.
• Access for additional users can later be managed through Permission Sets and Profiles.
• This is the most secure and controlled setup method.

Install for All Users

• All users in the Salesforce org immediately receive access to the package.
• This option is faster for smaller teams, but provides less control over permissions and visibility.

4. Click Install. 
5. Wait for the installation to complete (typically 4–5 minutes).
6. Click Done.
   
   

2. Create the Labra Integration User

Why this step is required

It is best practice to have a separate dedicated user for Integration.

Using a dedicated integration user helps:

• prevent connection disruptions if an employee leaves the company
• isolate Labra permissions from other third-party applications
• improve security and auditability

Create the User

1. In Salesforce, go to Setup → Users.
2. Create a new user with the following recommended configuration:

3. Create and Configure Permission Sets

Create a Permission Set

1. Go to Setup → Permission Sets.
2. Create a new permission set named: Labra Custom Permissions
3. Click 'Save'.

Required Object Permissions

Configure the following object permissions for the permission set:

Assign Permission Sets and Permission Set Group

Assign the following to the integration user:

Required Assignments

• Permission Set: Labra Custom Permissions
• Permission Set Group: Labra Admin

Permissions Sets Assignment Guide:

Assign the following permissions to:

4. Configure the External Client App

Why this step is required

The External Client App controls how Labra securely connects to Salesforce.

This configuration is required to:

• enable secure OAuth authentication
• comply with Salesforce security best practices
• restrict access to approved users only

Configuration Steps

1. Go to: Setup → External Client App Manager
   
   
    
2. Open: Labra Salesforce App
3. Under Policies, click Edit.
4. Under OAuth Policies, set: Permitted Users = Admin-approved users are pre-authorized
   
   
    
5. Click OK on the confirmation message.
   
   
    

Add Permission Sets and Profiles

Under App Policies

1. Add Labra Custom Permissions to Selected Permission Sets
2. Click Save
   
   
    

Under Select Profiles

1. Add the profiles for users who should access Labra, including:
   1. System Administrator
   2. Any approved sales or operations profiles
2. Click Save.
    

5. Connect Salesforce to Labra

Connect the Integration

1. Log in to Labra Platform
   
   
    
2. Navigate to: Settings → Integrations → CRM → Salesforce and click Connect your Salesforce Production Environment
   
   
   
   
     
3. Log in using the Labra Integration user credentials.
4. Click Allow.
   
   
   
   Once completed, the Salesforce connection will be successfully established. 
   
   

6. Add the Labra Control Center to Opportunity Pages

Add the Component

1. Go to: Setup → Lightning App Builder
2. Open your desired Opportunity Record Page.
3. In the Components panel, search for: LabraControlCenter
   
   
    
4. Drag the component onto the Opportunity page layout.

5. Click Save.
6. Click Activate if required.

Your users can now access:

• AWS Co-Sell referrals
• AWS Marketplace actions
• Private Offer creation
  directly from Salesforce Opportunities.
  
  
   

7. Salesforce Automations

Labra also supports Salesforce automations to help streamline AWS co-sell workflows, including:

• Automatic AWS referral creation
• Automatic referral updates based on Opportunity changes
• Automatic Account and Opportunity creation from incoming AWS referrals

To configure and manage these automations, please refer to the dedicated guide below:

What’s Next?

At this stage:

• Salesforce is connected to Labra
• your users can access the Labra Control Center from Salesforce Opportunities
• AWS Marketplace and AWS Co-Sell workflows are enabled
• optional automation capabilities are available

Labra Mapping Manager

As a next step, the Labra onboarding team will work with you to configure your:

• ACE Co-Sell referral templates
• AWS Marketplace offer templates
• field mappings and default values

These configurations are managed through the Sync Configurations and Mapping Manager inside the Labra Salesforce application.

Available Actions After Setup

Once configuration is complete, your team will be able to:

• create ACE Co-Sell referrals directly from Salesforce
• create and manage AWS Private Offers
• track AWS referral statuses from Opportunity records
• automate referral workflows (optional)