New fields to make submission errors visible. Learn more about adding Submission Errors field to the co-sell fields to a page layout.

Stay up to date with auto-updates. You can now opt-in to push upgrades🔗 in the Tackle Setup Assistant. The marketplaces are constantly changing - co-sell and private offer programs change on a daily basis. You can have your Tackle Package Integration Manager opt-in to automatic upgrades so you can be sure your Salesforce app is always up to date.

Map fields from Opportunities for Tackle Offers pricing. Before this release, you could only map your Tackle Offers pricing to Opportunity Product Line Items in Salesforce. Now you can map Price Per, SKU and Quantity to a single field on the opportunity.

Bulk submit co-sell opportunities from Salesforce. Save time by submitting co-sell opportunities in bulk. If you are not ready for your Sales team to submit co-sell opportunities, then this bulk feature allows your Alliance team to create co-sells at scale. Configure bulk submission.

Resolved issue where close data validation would restrict updates on Co-Sell.

Resolved issue where Microsoft fields would be required for AWS Co-Sells.

Salesforce Winter '24 fix: When using the Winter 24' version of Salesforce, Tackle - Salesforce integration users encountered an "invalid authorization code" error in the Tackle Setup Assistant.

Create and track AWS partner private offers in Salesforce: You can now create, track, and book AWS Channel partner private offers (CPPO) directly from Salesforce. Create private offers for partners from Salesforce, and Tackle creates the offer for you in AWS Marketplace. Once your partner adds their markup and the buyer accepts the offer, you receive an acceptance notification from Tackle and a bookable receipt to book your CPPO the same way you book direct deals. Learn more about private offers for the Tackle - Salesforce integration.

Data mapper updates: Data mapper functionality of the Setup Assistant now includes the ability to preselect dropdown menu values, making it easier to select the correct information and minimize manual data entry.
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Resolved intermittent RegEx too Complex error in field mapper and setup assistant.

Resolved issue where you couldn’t submit Co-Sell due to website validation error.

Resolved intermittent Apex CPU Limit error in field mapper.

Resolved issue where you could not specify a decimal value for total revenue in the Microsoft Co-Sell form.

Resolved issue with new fields were not being included in object record pages for new installs.

Resolved issue where “Your Contact Details” were required for AWS Co-Sells.

Co-Sell with Microsoft: You can now submit co-sell opportunities to Microsoft Partner Center🔗.

Simplified Metadata Mapping for Private Offers: Adding metadata fields to private offers just became much easier! Anyone setting up the integration with the Tackle Setup Assistant can map metadata fields without having to rely on a Salesforce admin. Previously, admins had to create custom fields on the Tackle Offer custom object, but now you can map opportunity and account fields in Salesforce directly to the offer metadata. If you are using a previous version of the Tackle - Salesforce integration, your existing metadata mappings will automatically appear in this new data mapper.

Improved the performance of the AWS co-sell form.

Resolved an issue where batch retry scheduler would try to create offers and co-sells indefinitely.

Resolved an issue where “Customer Website” on the co-sell flow would always return a validation error.

Resolved an issue that resulted in the offers flow not surfacing errors to users.

Tackle Setup Assistant: Each step of the Tackle Setup Assistant now links to the related documentation to make the setup and maintenance process clearer and easier to complete.

Field mapping: With a new interface, you can map your Salesforce fields to Tackle Co-Sell and Offers, without having to rely on a Salesforce admin. Minimize data entry for the end users by:

Starting with version 1.30, our AppExchange Checkmarx scan results with corresponding false positive report will be uploaded to trust.tackle.io🔗.

You and your security teams can review the results of the Checkmarx scan with mitigations and explanations (if they are false positives).

When the Salesforce App was updated, the Client ID and Client Secret were erased from the Tackle Setup Assistant.

In certain scenarios, refresh tokens could not be revoked in the Tackle Setup Assistant.

In certain scenarios, batch retries were not included in retry queue.

In certain scenarios, pre-populated offer dimension details didn't persist to an offer.

Create New Tackle Co-Sell V3

Create New Tackle Offer V3