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Labra Salesforce Canvas App: Mapping Manager Guide

Ana Medina
Updated

Table of Contents

  1. Prerequisites
  2. Access the Mapping Manager
  3. Create a Referral (Co-sell) Template
    1. Understanding the Co-sell Mapping Template
    2. Co-sell Mapping Fields
    3. Saving and Managing Co-sell Templates

  4. Create an Offer (Marketplace) Template

    1. Understanding the Marketplace Mapping Template
    2. Marketplace Mapping Fields
    3. Saving and Managing Marketplace Templates
  5. Additional Notes

 

Prerequisites

Before configuring Referral Templates, ensure the following steps are completed:

  1. Complete the Salesforce Canvas App onboarding process.
  2. Confirm the Salesforce connection is successfully established in: Settings → Integrations → CRM


    Fig. 1

🚀  Learn More! Salesforce Canvas App Onboarding Guide

 

 

Access the Mapping Manager

  1. Log in to Labra Platform
  2. From the left navigation menu, go to: Settings


    Fig. 2
     
  3. Next, navigate to Sync Configuration → The navigation path will vary depending on whether you are configuring Referral (Co-sell) or Offer (Marketplace) templates.


    Fig. 3

 

 

Create a Referral (Co-sell) Template

 

The Mapping Manager allows you to:

  • map Salesforce fields to AWS referral fields
  • automate referral form population
  • create multiple templates for different opportunity types and AWS programs

Examples include:

  • Net New Business
  • Expansion Opportunities
  • Renewals
  • WAFR referrals
  • ISV Accelerate referrals
  1. To access the Co-sell templates, navigate to Co-Sell and click Set up Mapping Template


    Fig. 3
     
  2. Click: Create New Template


    Fig. 4
     
  3. Enter a unique template name and click: Create


    Fig. 5
     

Your new template will now be available for configuration.

 

 

Understanding the Co-sell Mapping Template

The referral template form is divided into four sections:

  • Customer Details
  • Referral Details
  • AWS Details
  • Contacts


    Fig. 6

Each section contains AWS referral fields that can be mapped to Salesforce fields.

 

 

Co-sell Mapping Fields

 

🚀  Learn More! Click here for a full list of Labra Referral Fields in Salesforce: Required and Optional Data Points

 

Filter Required Fields

To simplify configuration, you can filter the form to display only required fields.

  1. Click the filter button located in the top-right corner and scroll to Field type. Select Required and Apply filters:


    Fig. 7
     

📒  Please note: Labra recommends mapping as many required fields as possible to minimize manual entry during referral creation.

If a field is not mapped:

  • the field will appear blank during referral creation
  • users must manually complete required fields before submitting the referral

 

Field Mapping Columns

Each row in the template contains the following columns:

Column Description
Fields to map The field shown on the AWS referral form
(Salesforce) Field Type The required Salesforce field type (Text, Picklist, etc.)
Salesforce Fields The Salesforce object and field mapped to the AWS field
Default Value A static value automatically applied to the field

Table 1

 

Fig. 8

 

📒  Please note: Users can configure either:

  • a Salesforce field mapping
    OR
  • a default value

A field cannot use both simultaneously.

 

Hidden and Read-Only Fields

The final columns in the template allow additional field controls:

Setting Description
Hidden Hides the field from the Labra referral creation page
Read Only Makes the field visible but non-editable during referral creation

Table 2
 

Fig. 9

 

📒  Please note: If a field is marked as Hidden, the Read Only option will automatically be disabled.

 

 

Saving and Managing Co-sell Templates

Once all desired mappings are configured, click Save


Fig. 10

 

All saved Co-Sell templates will appear under Settings → Sync Configuration → Co-sell. 

From this page, users can:

  • create new templates
  • edit existing templates
  • clone templates
  • delete templates
     


Fig. 11
 

📒  Please note: Templates can be updated at any time. Once saved, templates will appear when users select the Co-sell option from the Labra Control Center inside Salesforce.

 

 

Create an Offer (Marketplace) Template

 

The Marketplace Mapping Manager allows you to:

  • map Salesforce fields to AWS Marketplace Offer fields
  • automate Private Offer form population
  • configure pricing dimensions and installment schedules
  • define recipient sources for offer sharing
  • create multiple templates for different Marketplace workflows

Examples include:

  • Standard Private Offers
  • Multi-year Agreements
  • Installment-based Offers
  • Reseller Authorizations
  1. To access the AWS Offer templates, navigate to Settings → Sync Configuration → Marketplace.


    Fig. 12
     
  2. Click Create New Template


    Fig. 13
     
  3. Enter a unique template name, select the template type, (Offer (Private Offer) or Reseller Authorization), enter a unique template name, and click Create:


    Fig. 14
     

Your new template will now be available for configuration.

 

 

Understanding the Marketplace Mapping Template

The template form is divided into five sections:

  • Fields
  • Dimensions
  • Installments
  • Metadata
  • Recipient source


    Fig. 15

Each section contains AWS referral fields that can be mapped to Salesforce fields.

 

 

Marketplace Mapping Fields

 

🚀  Learn More! Click here for a full list of Labra Marketplace Offer Fields in Salesforce

 

Fields Tab

The Fields tab uses the same mapping structure as Co-Sell Referral templates.

 

Fig. 16

 

Field Mapping Columns

Each row in the template contains the following columns:

Column Description
Fields to map The field shown on the AWS private offer/resell authorization form
(Salesforce) Field Type The required Salesforce field type (Text, Picklist, etc.)
Salesforce fields The Salesforce object and field mapped to the AWS field
Default Value A static value automatically applied to the field

Table 3

 

Fig. 17

 

📒  Please note: Users can configure either:

  • a Salesforce field mapping
    OR
  • a default value

A field cannot use both simultaneously.

 

Hidden and Read-Only Fields

The final columns in the template allow additional field controls:

Setting Description
Hidden Hides the field from the Labra referral creation page
Read Only Makes the field visible but non-editable during referral creation

Table 4

 

Fig. 18

 

📒  Please note: If a field is marked as Hidden, the Read Only option will automatically be disabled.

 

 

Saving and Managing Marketplace Templates

Once all desired mappings are configured, click Save


Fig. 19

 

All saved Marketplace templates will appear under Settings → Sync Configuration → Marketplace. 

From this page, users can:

  • create new templates
  • edit existing templates
  • clone templates
  • delete templates


Fig. 20
 

📒  Please note: Templates can be updated at any time. Once saved, templates will appear when users select the Marketplace option from the Labra Control Center inside Salesforce.

 

 

Additional Notes

  • You can create custom Salesforce fields for mappings if needed, as long as the field type matches the required field type shown in the Mapping Manager.
  • Templates can be updated at any time as your sales processes evolve.
  • Multiple templates can be created to support different business workflows, opportunity types, AWS programs, or Marketplace motions, such as:
    • Net New Business
    • Renewals
    • Expansion Opportunities
    • ISV Accelerate
    • WAFR referrals
    • Standard Private Offers
    • Installment-based Offers
    • Reseller Authorizations

🎉  Once your templates are configured, your users will be able to create AWS referrals and Marketplace offers directly from Salesforce using pre-populated forms, helping streamline and standardize your AWS co-sell and Marketplace processes.

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