How to Deploy Production User for AWS CRM Integration with APIs

Answer

To deploy the production user for AWS CRM Integration with APIs, you'll need to work with your organization's AWS Cloud admin team or internal IT department to deploy the CloudFormation template in your production AWS account. The complete step-by-step process is documented in the AWS CRM Integration Workshop.

About CloudFormation Templates

A CloudFormation template is an infrastructure-as-code solution that automatically creates and configures AWS resources. For the CRM integration, this template:

• Creates an IAM user specifically for Salesforce integration
• Sets up an IAM group with the necessary managed policies
• Creates event rules for handling AWS Marketplace notifications
• Sets up event API destinations and connections for Salesforce integration
• Establishes IAM roles for event bridge notifications

Process Overview

1. Your organization's AWS Cloud admin team will deploy the CloudFormation template in your production AWS account
2. The template includes parameters for both sandbox and production environments
3. For production deployment:
   • Ensure the Environment parameter is set to prod
   • Set the UserName parameter to clearly indicate it's a production user (e.g., crm-integration-prod-user)

Important Notes

• In most cases you will want to deploy the template and user into your AWS Marketplace account which is linked to your Partner Central account. This is crucial because:
  • The AWS Marketplace account is where your seller profile resides
  • It's already configured with the necessary OAuth credentials (Consumer key and secret)
  • It's where the Salesforce Admin has created the connected App
  • This ensures proper integration with your marketplace listings and notifications
• The same CloudFormation template is used for both sandbox and production environments, with the environment parameter creating appropriate resources for Sandbox or Pod when used.
• Always ensure the user name clearly indicates whether it's for sandbox or production use
• AWS Access Key and Secret Access Key can be generated for the resulting user once the template is deployed. These credentials will then be entered into to the credential section of the AWS CRM Connector as outlined in the Workshop document above.

For detailed step-by-step instructions and additional AWS infrastructure setup requirements, please refer to the official AWS workshop documentation.