Table of Contents

• Automation Prerequisites
• Supported Automations
• Step-by-step Guide
  • Step 1: Check Automation Status
  • Step 2: Enable Automations in Salesforce
  • Auto Create Referral from Opportunity Criteria
  • Auto Create Accounts and Opportunities from Incoming Referrals
  • Auto Update Referral Records from Opportunity Changes
• Additional Support

Automation Prerequisites

Before configuring automations, the following must already be completed:

• Labra Salesforce Canvas App installed
• Salesforce connected to Labra
• Labra Control Center added to Opportunity pages
• Integration User configured with required permissions

Supported Automations

Labra currently supports the following Salesforce automations:

• Auto Create Referral from Opportunity Criteria
• Auto Create Accounts and Opportunities from Incoming Referrals
• Auto Update Referral from Opportunity Changes

Step-by-step Guide

Step 1: Check Automation Status

To verify whether automations are enabled:

1. Log in to Labra Platform
2. Navigate to: Settings → Integrations → CRM
3. Locate the section: How to configure Labra and Salesforce automations
4. Review the automation status:
   • Not Enabled
   • Enabled Successfully
     
     
     Fig. 1
     
     
     Fig. 2

Step 2: Enable Automations in Salesforce

1. Log in to Salesforce using a System Administrator account.
2. Open the Labra tab
3. Navigate to: Sync Configurations → Co-Sell
4. Locate the automation enablement banner.
5. Click: Enable
   
   
   Fig. 3
    
6. Wait approximately 5–7 minutes for enablement to complete.

Once enabled:

• the banner will disappear
• automation configuration options will become available
   

Auto Create Referral Based on Opportunity Field Criteria

This feature automatically creates an AWS referral when a Salesforce Opportunity matches specific criteria.

The automation uses an existing Referral Template where the trigger criteria is configured.

To configure the trigger criteria:

1. Open the desired Referral Template in the Sync Configuration and Mapping Manager.
2. Enable the: Automate referral creation toggle.
3. Select the Salesforce Opportunity field value that should trigger automatic referral creation.

Example:

• Opportunity Stage = Perception Analysis
  
  
  Fig. 5

Once the configured criteria is met:

1. A user updates an Opportunity in Salesforce.
2. The Opportunity matches the configured trigger criteria.
3. Labra automatically creates the AWS referral using the selected template configuration.

Auto Create Accounts and Opportunities from Incoming Referrals

This automation creates Salesforce records from incoming AWS referrals.


Fig. 6

How It Works

For every incoming AWS referral:

• an Account is created or matched
• an Opportunity is automatically created
• records are linked together inside Salesforce

Fig. 7

Field mappings can be configured using referral templates.


Fig. 8

Auto Update Referral Records from Opportunity Changes

This automation syncs Salesforce Opportunity updates back to AWS referral records.

Supported updates include:

• Opportunity Stage
• Next Steps
• Target Close Date

Stage Mapping

Salesforce Opportunity stages can be mapped to AWS referral stages.


Fig. 9

When configuring stage mappings, templates must contain all required AWS fields for:

• Launched
• Committed
• Closed Lost

This helps prevent referral update failures.

Fig. 10

Additional Support

Your Salesforce Canvas App and automation setup should now be fully configured.

If you experience any issues during setup or would like assistance reviewing your automation configuration, please reach out to the Labra onboarding team for support.