Table of Contents
- Install the Labra Salesforce Package
- Create the Labra Integration User
- Create and Configure Permission Sets
- Configure the External Client App
- Connect Salesforce to Labra
- Add the Labra Control Center to Opportunity Pages
- Salesforce Automations
-
1. Install the Labra Salesforce Package
Installation Links
Sandbox Environment
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tVw000000FArtIAG
Production Environment
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tVw000000FArtIAG
Installation Steps
- Open the appropriate installation link.
- Log in to Salesforce using a System Administrator account.
- 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.
๐ Salesforce Recommended Approach: Salesforce recommends selecting Install for Admins Only and then granting access to users intentionally through permission assignments.
- Click Install.
- Wait for the installation to complete (typically 4โ5 minutes).
- Click Done.
2. Create the Labra Integration User
Why this step is required
Labra requires a dedicated Salesforce integration user for the connection.
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
- In Salesforce, go to Setup โ Users.
- Create a new user with the following recommended configuration:
| Field | Recommended Value |
| Name | Labra Integration |
| User License | Salesforce Integration |
| Profile | Any appropriate API-enabled profile |
๐ Please note: Salesforce provides the Salesforce Integration license free of charge in most Salesforce orgs.
3. Create and Configure Permission Sets
Create a Permission Set
- Go to Setup โ Permission Sets.
- Create a new permission set named: Labra Integration User Permission (Previously called Labra Custom Permissions)
- Make sure to select License as 'Salesforce API Integration'.
- Click 'Save'.
Required Object Permissions
Configure the following object permissions for the permission set:
| Object | Required Access |
| Account | Read access to all fields (Create, Edit is required if you are using automations) |
| Opportunity | Read access to all fields (Create, Edit is required if you are using automations) |
| Contact | Read access to all fields |
| Opportunity Contact Role | Read access |
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:
| Permission Set Name | Permission Set Description |
| Labra AWS Co-sell Read-Only | Users who need read access to AWS Co-Sell records. |
| Labra AWS Co-Sell Write | Users who need write access to AWS Co-Sell records. |
| Labra AWS Marketplace Read-Only | Users who need read access to AWS Marketplace records. |
| Labra AWS Marketplace Write | Users who need write access to AWS Marketplace records. |
| Labra Propensity Read-Only | Users who need read access to Propensity Scores. |
| Labra Propensity Write | Users who need write access to Propensity Scores. |
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
- Go to: Setup โ External Client App Manager
- Open: Labra Salesforce App
- Under Policies, click Edit.
- Under OAuth Policies, set: Permitted Users = Admin-approved users are pre-authorized
- Click OK on the confirmation message.
Add Permission Sets and Profiles
Under App Policies
- Add Labra Custom Permissions to Selected Permission Sets
-
Click Save
Under Select Profiles
- Add the profiles for users who should access Labra, including:
- System Administrator
- Any approved sales or operations profiles
- Click Save.
5. Connect Salesforce to Labra
Connect the Integration
- Log in to Labra Platform
- Navigate to: Settings โ Integrations โ CRM โ Salesforce
- Enable the Salesforce Canvas integration toggle.
- Click Connect your Salesforce Production Environment
- Log in using the Labra Integration user credentials.
- Click Allow.
Once completed, the Salesforce connection will be successfully established.
6. Add the Labra Control Center to Opportunity Pages
Add the Component
- Go to: Setup โ Lightning App Builder
- Open your desired Opportunity Record Page.
- In the Components panel, search for: LabraControlCenter
- Drag the component onto the Opportunity page layout.
๐ Please note: The component can be placed anywhere on the page based on your teamโs preference.
- Click Save.
- 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:
๐ Learn More! Labra Salesforce Canvas App: Automations Guide
Whatโs Next?
๐ Your initial Salesforce Canvas App onboarding is now complete.
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.
๐ Learn More! Labra Salesforce Canvas App: Mapping Manager Guide
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)
๐ Learn More! Labra Salesforce Guide: Co-Sell Referrals and Private Offers