Whenever there is an upgradable version of SaaSify Package, we will notify you of the same. You can follow the below steps to upgrade the package. Steps to upgrade Open the SaaSify listing in Salesforce AppExchange and click on Get It Now Note: Latest SaaSify Salesforce package version is SaaSify@3.102, Please reach out to the PSM to inquire about how to add this version. Click on Log in under Log in with Trailblazer.me Log in to Salesforce with your production credentials by selecting Continue with Salesforce option and ensure that the user is a Salesforce Administrator Click on “ Install in Production ” or your Sandbox Salesforce Organization on the pop-up “ Where do you want to install this package? ” Review the installation details and check the box next to I have read and agree to the terms and conditions Click on Confirm and Install You will be prompted …

In this Article Create Cloud Storage Bucket in GCP Assign Permissions to Cloud Storage Bucket Add Cloud Storage Bucket as a Destination Reference Next Step This article explains how to integrate SaaSify with GCP Marketplace for reporting. You need to ensure that the below steps are completed: Create a Cloud Storage Bucket in GCP (Optional). Assign permissions to the Cloud Storage Bucket in GCP . Add the Cloud Storage Bucket as a Destination in the GCP Producer Portal. Note: To perform all the steps mentioned below, the required role on the GCP should be Storage Admin Role and Editor permission on the project level. Create Cloud Storage Bucket in GCP Note: Only required if you need to create a new Bucket for reporting purposes. You must be a storage admin to create a Cloud Storage Bucket in GCP. You can refer to the steps mentioned in the following link to create …

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 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) : ISV Onboarding Feature Updates Support for pulling AWS Professional Service Product in WebApp   Email Notifications Feature Updates Support for Marketplace Purchase Order Email for Professional Service Private offer   This event can be configured from Settings > Notifications > Professional Service Purchased Successfully ( ProfessionalServiceActivationSuccess ) Seller Account Feature Updates Removed S3 option from ACE Co-sell seller account configuration   Added explanatory content about organizational ID requirements for GCP Seller Feed   Enhanced GCP Co-sell configuration options in Seller Accounts   Resolved Issues Fixed tooltip content in GCP Seller Account section Integrations Feature Updates Added helpful tooltips for HubSpot External Integration section   ACE Co-sell Feature Updates Support for multi-partner co-sell opportunities in ACE Co-sell   Track whether a partner accepted or rejected an invite within …

In this article SaaSify GCP Project Configuration SaaSify GCP Product Configuration SaaSify GCP Cloud Storage Bucket for Reporting Setup SaaSify GCP Marketplace Configuration SaaSify GCP RPOP Configuration Setup Next Step In this article, learn how to create a Service Account for GCP , set up a Custom Role , grant access to the Service Account and assign roles, enable programmatic access to the GCP Producer Portal , and configure test accounts. Technical Billing Integration Setup and Technical Frontend Integration Setup are also included. Both of which are performed at the product level. Later, one can learn how ISVs integrate SaaSify with the GCP Marketplace Management Portal and configure the required capabilities. Purchase and Subscription Management For the same capabilities, it assumes that the ISV is already a seller with GCP Marketplace. Next Step Follow the steps on the next page to learn more about SaaSify GCP Project Configuration Setup .

In this Article Prerequisites Configuring HubSpot App Creds in SaaSify Creating SaaSify Deal in HubSpot Adding SaaSify HubSpot App as a Card This article describes the steps that are required to establish a connection between HubSpot CRM and SaaSify platform. Prerequisites PSM will provide the environment-specific SaaSify URL. Please use that URL to proceed with the HubSpot integration. Note: The SaaSify HubSpot App is created in the HubSpot Developer Account of SaaSify and is fully managed by SaaSify. Configuring HubSpot App Creds in SaaSify Please follow the below steps to update the details in SaaSify :   Login to SaaSify using the Publisher Admin credentials   Navigate to Settings --> Integrations Select HubSpot from the left-hand panel Enable Allow Write-Backs to HubSpot Enter the HubSpot Account ID (You can find the HubSpot Account ID in the URL of the HubSpot Account or under the Profile)   Click on Save . You should see …

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 Gather GCP Project Details SaaSify GCP Seller Account Configuration Next Step This article explains how to gather GCP project details and configure the SaaSify GCP seller account. Gather GCP Project Details We need to get the values of Provider ID, Pub/Sub topic , Project ID , and Project Numbe r from the GCP Producer Portal. Click on the Technical Integration in the GCP Producer Portal for the product. Copy and take note of the Provider ID value from the Provider Identifier field in the Partner Procurement API integration section. Copy and take note of the Pub/Sub topic string value from the Pub/Sub topic string field under the Cloud Pub/Sub integration section. Copy and take note of the Project ID and Project Number as mentioned below: Navigate to the GCP Portal . Select the GCP marketplace project from the project list. Take note of the Project Number …

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 …

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 …

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 …