In this article Prerequisites Next Step The purpose of this article is to explain the steps to configure SendGrid as a cloud-based SMTP Provider in SaaSify to send email notifications from your company domain. Prerequisites Create a SendGrid account If you don’t have an existing account, you can create a new one by accessing the link: https://signup.sendgrid.com/ If you already have an account, then you can login with your credentials by using the link: https://app.sendgrid.com/login Purchase SendGrid from cloud providers You can also purchase SendGrid directly from Cloud Marketplaces on AWS, Azure, and GCP using the following links: SendGrid From AWS: https://docs.sendgrid.com/for-developers/partners/amazon-marketplace SendGrid From Azure: https://docs.sendgrid.com/for-developers/partners/microsoft-azure-2021#create-anazure-subscription SendGrid From GCP: https://docs.sendgrid.com/for-developers/partners/google Next Step Follow …

Integrating Offers with Slack The purpose of this document is to explain the steps to integrate your Offers with Slack. You can receive the updates when any activity is done for your Offer and Plan in Slack . By integrating Slack to SaaSify you will receive purchase and leads notifications to your preferred Slack Channel.

In this Article Salesforce Known Issues Next Release These release notes provide information about new features and bug fixes in SaaSify Salesforce package 3.102 Salesforce : Mappings Feature Updates Introduced Formula Builder support under Mapping type for ACE & MS Co-sell   It is an upgraded version of Expression mapping type for handling formulas Resolved Issues Fixed an issue where users had to manually add mappings after making changes to any field from “ Validate Mappings ”. Now, users can automatically add all required mappings with a single click using the " Fix Mappings " button   The action button is now disabled when any field has a status of Update or New Fixed an issue where updates made through the mapping pop-up were not retained if the user closed the pop-up and saved without reloading. Now, users are prompted to save their changes before opening the Validate Mappings pop-up AWS Professional Service …

Insufficient Access Error in ACE Co-sell sync to Salesforce: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY Below error occurs during creation: the opportunity specified in the PartnerCRMUniqueIdentifier indicates that the integration user does not have access to opportunity object in salesforce. ["source=SalesForce, message=CRM sync failed, CoSell request to CRM failed, error : Update failed. First exception on row 0 with id aAkUW00002MHdhe0AD; first error: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY Resolution : SaaSify – Salesforce integration user must have ‘SaaSify Admin’ permission set assigned. Please follow the below steps to assign the Permission set to a User Navigate to Setup (Gear icon) and select Setup from the drop-down Under Quick Find, search for Users and click on it Search for the user to whom you want to assign permission and click on the email of the user Search for Permission Set Assignments and click on Edit Assignments Under Available Permission …

In this Article Salesforce Known Issues Next Release These release notes provide information about new features and bug fixes in SaaSify Salesforce package. Salesforce : Note: Below are the updates for Salesforce Package Version - 3.84 AWS Private Offer/ FDA/ ABO Feature Updates Added a section of Purchasing Options    a. Renamed Buyer can choose one or more options offered  with  Multiple dimensions per contract b. Renamed Buyer can choose One tier to multiple tier offered  with Single dimension per contract Support for retaining Usage dimensions pricing from Public offer for AWS PO/FDA Addition of API Name under Usage dimensions for PO/ FDA/ ABO   Support to show previous payment schedules under separate section called Payment Schedule of Replaced Agreement for ABO   a. Renamed Agreement ID with Replaced Agreement ID b. Added read-only field for Previous Private Offer ID c. Added a column of Remarks which will indicate that if payment …

In this Article Notifications sent to Teams Channel In this article, we will provide an information on different set of Notifications sent to Teams Channel. Notifications sent to Teams Channel We are currently sending the notifications to the Teams Channel for the following events: Subscription Purchased Subscription Activated Subscription Renewed Subscription Modified Subscription Cancelled Note: Leads notifications are sent only when the SaaSify Leads Webhook URL is used as the CRM endpoint. In this case, the Lead notification is sent to the Teams Channel as well as captured in the Leads section in the SaaSify platform.

In this article Fetch the API Key Complete Sender Authentication Next Step This document explains step by step process how you can configure SendGrid as a cloud-based SMTP Provider in SaaSify. Fetch API key API Keys authenticate your application, mail client, or website with Twilio SendGrid services. Unlike a username and password, API keys are scoped to provide access only to the services you select. You can also delete and create API keys without impacting your other account credentials. For these reasons, Twilio SendGrid requires You connect to its services using API keys. Here are the steps to create an API key in SendGrid: Navigate to Settings on the left navigation bar, and then select API Keys. Click Create API Key. Give your API key a name. Select Full Access, Restricted Access, or Billing Access. If you're selecting Restricted Access, or Billing Access, select the specific permissions to …

will not let user to create a private offer or rpop   SFDC- There is a validation issue where users are allowed to save when extending GCP RPOP with a date beyond the plan end date   SFDC- For GCP RPOP , the plan start and end dates are based on calendar dates in the PST time zone   SFDC- GCP Private offer : Validation is missing for invalid email addresses entered in the Sales Agent Primary Contact field   SFDC- GCP SaaS Amend offer : For the "existing end date" option, the amendment end date initially appears two days earlier than expected. However, modifying other fields such as offer duration resets the end date to the correct value.   SFDC- For AWS SaaS and Professional Services products under CPPO authorization, the end date does not allow selection of the current date   SFDC- Adding custom dimensions is not restricted for AWS CPPO Professional Services authorization Next Release July …

After Microsoft Private Offer purchase, changes made to the auto-renew setting in the Azure Portal will not be automatically synced in Salesforce (SF).   Next Release February, 2025.

In this Article Web Portal (SaaSify ) Known Issues Next Release These release notes provide information about new features and bug fixes in SaaSify web portal. Web Portal (SaaSify) : Slack Notifications Feature updates Support for Private offer ready to be shared and Purchase Order / Offer purchased Event for Private Offers (AWS / AMP/ GCP)   CPPO - Support for events - Channel Partner Private Offer is ready to be created and Purchase Order     AWS Public Offer Feature updates Addition of Description field under Usage dimensions - When a new offer is created and downloaded via ISV onboarding, the description field will be downloaded under usage dimensions.     AWS Private Offer/ Future dated Offer/ Agreement based Offer Feature updates Support to show previous payment schedules under separate section called Payment Schedule of Replaced Agreement for ABO in webapp   a. Renamed Agreement ID with Replaced Agreement ID   b. Added a column of Remarks which will indicate that if payment …

In this article Seller Data Feed Configuration Set up Customer Data Storage Next Step This article explains how to configure the Seller Data feed on the AWS Marketplace Management Portal. Seller Data Feed Configuration Before proceeding with the steps below, verify if the Customer Data Storage is already set up. Visit the following link: Set up customer data storage. If it already exists, keep the S3 bucket, KMS key, and SNS topic values handy for further use and move on to the next page . If these are not available, please follow the below steps to generate: Note: ISV/Seller must configure the environment to receive data feed to an encrypted Amazon S3 bucket and further access the seller data feed. AWS Marketplace provides an AWS CloudFormation template that can be used to simplify configuration.. Set up Customer Data Storage Configure the environment to receive data feed using the AWS CloudFormation …

Payment ($) with Payment Amount (USD) in details screen Fixed the issue under CPPO Stages Ribbon where Details shared with Partner stage was showing at last GCP Private Offer Feature updates Multiple Orders under single Billing Account ID We can now create multiple Private offers using same Billing Account ID and Product Combinations Introduced a new checkbox under SaaSify > Offers > Providers > Enable multiple orders for Flat fee plans (This should be enabled in GCP Portal also). To enable Multiple Orders Functionality from GCP Producer Portal , follow the steps mentioned below: Navigate to Private offers from side menu Navigate to Settings Click on Multiple Orders tab (It will be visible only if it is enabled by GCP for your project) Enable the Product for which you want Multiple Orders support Added a drop-down under Offer Term (Available Active Offers): This will show all the active order ids for Amendment. Added …

In this Article SaaS pricing models Saas billing term and pricing models Next step SaaS offers are structured around one of two pricing models: flat rate or per user. Each offer must adhere to a consistent pricing model across all its plans. In simpler terms, you can't mix and match within an offer—every plan within it follows the same pricing approach. SaaS pricing models Pricing Model Description Flat Rate Enable access to your offer with a single monthly or annual flat rate price. With this pricing model, you can optionally define metered plans that use the marketplace metering service API to charge customers for usage that isn't covered by the flat rate. For more information on metered billing, see Metered billing for SaaS using the commercial marketplace metering service. Per User Enable access to your offer with a price based on the number of users who can …

In this Article Web Portal (SaaSify ) Known Issues Next Release These release notes provide information about new features and bug fixes in SaaSify web portal. Web Portal (SaaSify) : AWS CPPO Feature updates Support for CPPO-FDA Purchase Order Email on acceptance. Removed the ability to select multiple products for Percentage discount type.   Implemented the functionality under Renewal , if we select the Renewal as “ Yes ” then by default options should be selected in Renewal type and Previous agreement pricing model.   Removed Opportunity Start Date field from CPPO details screen.   Implemented Maximum Allowed Service Date field for Individual Discount type while creating the CPPO Opportunity.   Resolved Issues Fixed the issue under Legal terms, if we add multiple files under Custom EULA and Custom Contract then try to delete all uploaded files. Pop-up was not getting removed even if we remove all files. Fixed the issue under usage dimensions, if we provide …

prevent EULA processing errors. Package Installation Failure Problem: If you're facing a package installation failure error, such as: "Your request to install package 'SaaSify ver 3.120' was unsuccessful. None of the data or setup information in your salesforce.com organization was affected." Solution: Please enable the following settings in Salesforce: Content Deliveries feature can be enabled for users Public Links can be enabled for users (this requires Content Deliveries to be enabled) Steps to Enable: Click the Gear icon (top right) and select Setup . In the Quick Find search bar, type Content Deliveries and Public Links and click on it. Enable the following two options: Content Deliveries feature can be enabled for users Public Links can be enabled for users (Requires Content Deliveries) Click Save . Note: If they are not able to see these features, please ask them to create a ticket with the Salesforce team, they can …

discounts on the incurred charges.. Navigate to the GCP Producer Portal . Make sure the -public project is selected. Select Reports from the left menu. Click on Add a Test Billing Account and provide the billing account ID. Click on Done. Click on Save. This is subject to GCP approval and will take approximately 24 hours . Once the test billing account is approved, you can use the above billing account for public and private test purchases. Next Step Follow the steps on the next page to perform SaaSify GCP Product Configuration Setup .

In this Article Prerequisites ACE Stack Setup SaaSify Seller Account Configuration for ACE Next Step This article explains how to create an ACE Setup Stack and configure the AWS seller account in SaaSify for ACE Co-sell . Prerequisites Make sure the user should be an AWS Account Administrator with the below permissions assigned: AdministratorAccess AWSMarketplaceSellerFullAccess The CloudFormation template link will be shared as a part of onboarding guidance . ACE Stack Setup Follow the below steps to run CloudFormation template for ACE: Open the CloudFormation Quick Create URL for ACE in the browser and log in using your AWS credentials. Ensure the correct Region: N.Virginia (US-East-1) is selected. In this CFT (CloudFormation Template) , the following details will be automatically populated: Stack Name SaaSify Environment Name ACE Environment Name ACE EventBridge Target Destination IAM Role Trusted Entity Principal IAM Role Trusted Entity ExternalId Note: Ensure that ACE EventBridge Target …

In this Article Salesforce Known Issues Next Release These release notes provide information about new features and bug fixes in SaaSify Salesforce package 3.96 Salesforce : Note: Below are the updates for Salesforce Package Version - 3.96 Mappings Feature Updates Support of Date in Expression mapping type   Enabled picklist for Static Mapping type for below fields in AWS Private offer module:   Seller Account   Offer Type   Customer Country   Customer State   Product   Buyer Targeted Offer Type   Contract Duration Type   Duration Unit   Renewal Type   Is this offer intended to renew an existing paid subscription Enable fixed units and allow buyers to pay in instalments   EULA Type   Dimensions   Resolved Issues Resolved an issue in the AWS Co-sell module where the Private offer country picklist was displayed under the Customer country static mapping type Private Offers (All Cloud Providers) Resolved Issues Fixed the issue where refresh button was not visible under Offer Summary panel …