Co-sell connector for Salesforce CRM - overview

Appropriate roles: Referrals admin | System admin or system customizer on the CRM

Partner Center co-sell connector enables your sellers to co-sell with Microsoft from within your CRM systems. They won’t have to be trained to use Partner Center to manage Co-sell deals. Using the Co-sell connectors, you can create a new Co-sell referral to engage a Microsoft seller, receive referrals from the Microsoft seller, accept/decline referrals, modify deal data such as deal value, and closing date. You can also receive any updates from the Microsoft sellers on these Co-sell deals. You can do all of your referrals work while working within the CRM of your choice rather than in Partner Center.

The solution is based on Microsoft Power Automate Solution and uses Partner Center APIs.

Before you install - pre-requisites

Topics Details Links
Microsoft Partner Network ID You need a valid MPN ID To join MPN
Co-sell ready Your IP/Services solution must be co-sell ready. Sell with Microsoft
Partner Center account The MPN ID associated with the Partner Center tenant must be same as the MPN ID associated with your Co-sell solution. Verify that you can see your co-sell referrals in Partner Center portal before deploying the connectors. Manage your account
Partner Center user roles The employee who will install and use the connectors must be a Referrals admin Assign users roles and permissions
Salesforce CRM The CRM user role is System admin or System customizer Assign roles in Salesforce CRM
Power Automate Flow Account An active Power Automate account for the CRM System admin or System customizer. That user should sign into Power Automate at least once before installation.

Installation of Salesforce Package for Microsoft Custom Fields

To synchronize the referrals across Partner Center and Salesforce CRM, the Power Automate solution needs to clearly identify Microsoft-specific referral fields. This demarcation provides partner seller teams with the ability to decide which referrals they want to share with Microsoft for co-selling.

  1. In Salesforce, activate Notes and add it to the opportunities related list. Reference

  2. Activate Opportunity teams by following the steps:

    • In Setup, use the Quick Find box to locate Opportunity Team Settings.
    • Define the settings as needed. Reference
  3. In Salesforce, install custom fields and objects using the package installer. Use this to install the package into any company.

Note

If you are installing into a sandbox, you must replace the initial portion of the URL with http://test.salesforce.com

  1. In Salesforce, add Microsoft Solutions to the Opportunity related list. Once added, select the wrench icon and update properties

Best Practice: Test before you go live

Before you install, configure, and customize the Power Automate solution on the production environment, be sure to test the solution on a staging CRM instance.

  • Install Microsoft Power Automate solution on a staging environment/CRM instance.

  • Make a copy of the solution and run your configuration and Power Automate flow customizations on the staging environment.

  • Test the solution on a staging/CRM instance.

  • On success, import as a managed solution to the production instance.

Install Partner Center Referrals Synchronization for Salesforce CRM

  1. Go to Power Automate and select Environments on the right top corner. This will show you the available CRM instances.

  2. Select the appropriate CRM instance from the drop-down on the right top corner.

  3. Select Solutions on the left navigation bar.

  4. Select the Open AppSource link on the top menu.

    Open AppSource

  5. Search for Partner Center Referrals Connectors for Salesforce in the pop-up screen.

    Salesforce

  6. Select the Get it now button and then Continue.

  7. This opens the page where you can select the Salesforce CRM environment to install application. Agree to terms and conditions.

    Available CRMS

  8. You're then directed to the Manage your solutions page. Navigate to "Partner Center Referrals" by using the arrow buttons on the bottom of the page. Installation scheduled should appear next to Partner Center Referrals solution. Installation will take 10-15 minutes.

  9. Once the installation is complete, navigate back to Power Automate and select Solutions from left navigation area. Notice that Partner Center Referrals Synchronization for Salesforce is available in the Solutions list.

  10. Select Partner Center Referrals Synchronization for Salesforce. The following Power Automate flows and entities are available:

    Salesforce flows

Configure the solution

  1. Once you have installed the solution in your CRM instance, navigate back to Power Automate.

  2. From the Environments drop-down on the right top corner, select the CRM instance where you installed the Power Automate solution.

  3. You will need to create connections that associate the three user accounts:

    • Partner Center user with referrals admin credentials
    • Partner Center Events
    • CRM admin with the Power Automate flows in the solution.
  4. Select Connections from the left navigation bar and select the "Partner Center Referrals" solution from the list.

  5. Create a connection by clicking Create a connection.

Create connection

  • Search for Partner Center Referrals (preview) in the search bar on the top-right corner.

  • Create a connection for your Partner Center user with the credentials role of Referrals admin.

  • Next, create a Partner Center Events connection for your Partner Center user with the credentials of Referrals admin.

  • Create a connection for Salesforce for the CRM administrator user.

  • Once you have all the Connections added, you should see the following Connections in your environment:

Observe connections

Edit the connections

  1. Return to the Solutions page and select Default Solution. Select Connection Reference (preview) by clicking All.

Begin connector edit

  1. Edit each of the Connections individually by selecting the three dots icon. Add the relevant connections.

Edit connectors

  1. Turn on the flows in the following sequence:
  • Partner Center Webhook Registration (Insider Preview)
  • Create Co-sell Referral - Salesforce to Partner Center (Insider Preview)
  • Partner Center Microsoft Co-sell Referral Updates to Salesforce (Insider Preview)
  • Partner Center to Salesforce (Insider Preview)
  • Salesforce to Partner Center (Insider Preview)
  • Salesforce Opportunity to Partner Center (Insider Preview)
  • Salesforce Microsoft Solutions to Partner Center (Insider Preview)

Use Webhook APIs to register for resource change events

The Partner Center Webhook APIs allow you to register for resource change events. These change events are sent to your url as HTTP posts.

  1. To register your url, select Partner Center Webhook Registration (Insider Preview) Power Automate flow.

  2. Add connections for (a.) Partner Center user with referrals admin credentials (b.) Partner Center Events as highlighted below

    Trigger

  3. When you make these updates, you'll see

    Webhooks

  4. Save your changes and select Turn on.

    To enable Partner Center webhooks to listen to event changes, perform the following steps:

  5. Select Partner Center to Salesforce CRM (Insider Preview).

  6. Select the Edit icon and select When a HTTP request is received.

  7. Select the Copy icon to copy the provided HTTP POST URL.

    Copy URL

  8. Now select the "Partner Center Webhook Registration (Insider Preview)" Power Automate flow and select Run.

  9. Ensure that the "Run Flow" window opens on the right-hand pane and select Continue.

  10. Enter the following details:

    1. Http Trigger Endpoint: URL copied from earlier step

    2. Events to Register: "referral-created" and "referral-updated"

    3. Overwrite existing trigger endpoints if present: Yes (This overwrites any existing endpoints.)

  11. Select Run and then select Done.

The webhook can now listen to create and update events.

Customize synchronization steps

When Co-sell referrals are synced between Partner Center and your CRM system, the fields that are synced on Partner Center PC are listed here.

Often CRM systems are highly customized. You can customize the Power Automate flows. Follow the field mapping guide, and if necessary, make appropriate changes in the steps of the Power Automate flows. Microsoft Partner Centers to CRM mappings are provided, but based on your CRM environment, you can choose to further customize the fields.

Multiple steps of each of the Power Automate flows can be customized based on your needs. The following are examples of available customizations:

  1. To customize the fields for the create or update events in the Partner Center to CRM referral synchronization:

    1. Select Partner Center to Salesforce CRM (Insider Preview).

    2. Select Edit to edit/customize the Power Automate flow.

    3. Select (Scope) Synchronize the lead or opportunity.

  2. To customize CRM field mappings for create events, select If it’s new Shared opportunity, then. Select the sub-step if yes and then expand Creating a new opportunity in the CRM. You can edit the mappings in this section using the Field Mapping Guide.

    1. To customize CRM field mappings for update events, select the step "(Scope) Synchronize the lead or opportunity".

    2. Select If it’s an update to an opportunity, then. Select the sub-step if yes and then expand If difference between the opportunity objects in Partner Center and CRM, then.

    3. Select If yes followed with Update existing opportunity

  3. To customize the fields for CRM to PC referral synchronization for update events:

    1. Select Edit to edit/customize the Power Automate flow.

    2. Select (Scope) Synchronize the opportunity.

    3. For customizing CRM field mappings (based on field mappings guide) for update events, select If there is difference between the lead objects in Partner Center and CRM, then.

    4. Select the sub-step if yes and then expand the step Update a referral with opportunity data.

    You can edit the mappings in this section based on the Field Mapping Guide.

  4. To customize the fields for CRM to PC referral synchronization for create events?

    1. Select Edit to edit/customize the Power Automate flow.

    2. Select (Scope) Synchronizing Referrals.

    3. For customizing CRM field mappings (based on field mappings guide) for create events, select Create Microsoft Referral.

You can edit the mappings in this section based on the Field Mapping Guide.

End-to-end bi-directional co-sell referral synchronization

Once you have installed, configured, and customized the Power Automate solution, you can test for Co-sell referrals synchronization between Salesforce CRM and Partner Center.

Pre-requisites

To synchronize the referrals across Partner Center and Salesforce CRM, the Power Automate solution needs to clearly demarcate Microsoft-specific referral fields. This identification provides your seller teams with the ability to decide which referrals they want to share with Microsoft for co-selling.

A set of custom fields is available as part of Partner Center Referrals Synchronization for Salesforce CRM solution Opportunity entity. A CRM admin user will need to create a separate CRM section with the Opportunity custom fields.

The following custom fields should be part of the CRM section:

  • Sync with Partner Center: Whether to sync the opportunity with Microsoft Partner Center

  • Referral Identifier: A read-only identifier field for Microsoft Partner Center referral

  • Referral Link: A read-only link to the referral in Microsoft Partner Center

  • How can Microsoft help: Help required from Microsoft for the referral

  • Products: List of products associated with this opportunity

  • Audit: A read-only audit trail for syncing with Partner Center referrals

SCENARIOS:

  1. Referral synchronization when referral is created or updated in CRM and synced in Partner Center:

    1. Sign into your Salesforce CRM environment with user who has visibility in the Opportunity section of the CRM.

    2. Ensure that the following section is present when you create a "New Opportunity" in Salesforce CRM environment

      Salesforce environment

    3. To synchronize this opportunity with Microsoft Partner Center, ensure that you set the following fields in the card view:

      • "Sync with Partner Center": Yes
      • "How can Microsoft help?": Select from the following options:
      • Products: Solution IDs of the product
    4. Once you have set the opportunity Sync with Partner Center option to Yes, wait 10 minutes, sign into your Partner Center account. Your referrals will be synchronized with Salesforce CRM.

    5. When the "Sync with Partner Center" option is set to "Yes", if you update the opportunity in Salesforce CRM, the changes will synchronize with your Partner Center account.

    6. Opportunities that are synchronized successfully with Partner Center will be identified with ✔icon in Salesforce CRM.

  2. Referral Synchronization when referral is created or updated in Microsoft Partner Center and synchronized in Salesforce CRM environment:

    1. Sign into your Partner Center dashboard.

    2. Select Referrals from the left-hand menu.

    3. Create a new Co-sell referral from Partner Center by clicking "New deal" option.

    4. Sign into your Salesforce CRM environment.

    5. Navigate to Open Opportunities. The referral created in Microsoft Partner Center is now synchronized in Salesforce CRM.

      Salesforce opportunity screen

    6. When you select a synchronized referral, the card view details are populated.

Next steps