Partner Center Referrals Connector for Salesforce

avtor: Microsoft Partner Center

(6 ocene)

Automated solution for bi-directional synchronization of referrals between Partner Center & CRM

Microsoft Partner Center Referrals Power Automate solution is designed to help you synchronize Co-sell referrals between Partner Center and your lead management or sales CRM system. It enables you to work on the CRM of your choice without the need to visit Partner Center to manage your referrals.

The solution currently supports bi-directional synchronization of all co-sell (shared) referrals between Partner Center and Salesforce using the Microsoft Power Automate platform and the Partner Center APIs.

Here's what you need to do:

  1. Get started by deploying the solution
  2. Configure to activate workflows in Power Automate
  3. Customize to align field mapping to your customization
  4. Render synchronization with one-click from your Salesforce instance

Note: The solution is in preview state and available for guided deployment only. The solution should be widely available in January 2023.

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