Legacy version
This feature is an older version of the Tackle for Salesforce integration (versions 1.49 and earlier) that will soon no longer be supported. If you have questions or want to upgrade to the latest version, contact [email protected].
Create AWS direct offers
You can either send it directly to the marketplace portal and your buyer, or send it to Tackle for review by your Marketplace team where it can then be edited and sent to the marketplace portal and to your buyer.
To create a direct private offer for AWS:
In Salesforce, go to the navigation bar and click Opportunities. A list of opportunities opens.
Click the opportunity you want to use to create the offer. The selected opportunity opens.
Click Create Offer.
A Create Offer pop-up form opens.Select a listing and an offer type (if applicable), and then click Next.
Note: Your listing election defines the form and information required to create an offer for the specific marketplace you select. If your company has one marketplace listing and one offer type, you can skip this item using the field mapper settings.Tackle will search the AWS Marketplace to determine if you have any active contracts for the listing and AWS Account Number provided. If any contracts are found, you can choose to create an amended offer (or agreement based offer, ABO). To amend, click the Amend button and follow the instructions. If no agreements exist, or if you want to create a new future dated agreement (FDA) offer that starts after the end of your existing agreement, create your direct offer. To create, click the Create Direct Offer button.
Note: AWS currently only allows buyers to have one contract with an active term for the same listing. If they have an existing contract, any new offers must either be amendments (ABOs) that modify the existing contract or be an future dated agreement that has a term outside of the current contract.Complete each section in the form. Each section in the form requires that you enter specific information for your buyer and the offer.
Tip: You can manually enter information, or pre-fill the form by mapping it to your Salesforce fields through the Map Data step in Setup assistant. If you decide to pre-fill the information, you can edit the information at a later time.
Form sections:
Direct offer details: Enter the AWS Account Number and Offer Expiration Date. Depends on how the Tackle - Salesforce integration was configured for your account.
Buyer Details: Enter buyer information. You can search contacts or enter a new name.
Pricing: Enter pricing based on the listing selected. Each marketplace has different terms and pricing. For example, AWS requires that you enter dimensions and unit-based pricing. Using a payment schedule is optional.
Select Enable Zero Dollar Prices as needed.
Select Pricing on Offer Email as needed
Contract Details: Enter your Marketplace fee. This is optional and is used to provide you with the correct Net Contract Value on any Tackle order notifications.
Select Renewal if you’re renewing an existing private offer/contract.
End User License Agreement: Select the preferred contract type. You can choose the EULA from your Public Listing, AWS Standard Contract, or upload a custom contract for this specific offer. The buyer is required to accept the terms of your contract to accept this private offer. Only a single document is supported for upload through Salesforce at this time. Files must be in TXT or PDF, and no larger than 6 MB total.
Notify User: Search or enter the names of stakeholders you want to inform about this offer. You can include people in or outside your company. Added email addresses will receive an email notification with details about the offer, including once it’s accepted. Notifications do not include communications sent to the buyer(s).
When you’re done completing the offer form, you can either submit your offer to Tackle for review by your marketplace team or send it directly to the marketplace portal and your buyer.
If you have permissions, you can click Create on marketplace to have your private offer sent directly to the marketplace and to your buyer via email.
Click Submit for review to have your private offer sent to Tackle for review by your marketplace team.
Once the offer is successfully submitted, in the opportunity, you can search for the Tackle Offers list, and then click the offer to view details and track progress. You can also set up a side panel on the Opportunity layout to display your offer status and click to view offer details.
After, you can go to Tackle to track your offer or edit information in case it was submitted incorrectly through Salesforce.
Once the offer is accepted, you can track progress in Salesforce.
Amend AWS direct private offers in Salesforce
Amend a direct private offer in Salesforce to create an agreement based offer (ABO) for the AWS Marketplace that includes custom pricing, packaging, terms, and conditions. After, you can send the offer either directly to the marketplace portal and your buyer, or send it to Tackle for review by your Marketplace team where it can then be edited and sent to the marketplace portal and to your buyer.
To amend a direct private offer for AWS:
In Salesforce, go to the navigation bar and click Opportunities. A list of opportunities opens.
Click the opportunity you want to use to create the offer. The selected opportunity opens.
Click Create offer. A Create offer pop-up form opens.
Select a listing and an offer type (if applicable), and your buyer’s AWS Account Number.
Note: Your listing election defines the form and information required to create an offer for the specific marketplace you select. If your company has one marketplace listing and one offer type, you can skip this item using the field mapper settings.Tackle will search the AWS Marketplace to determine if you have any active contracts for the listing and AWS Account Number provided. If any agreements are found, click the Amend button to create an amended offer (agreement based offer).
Note: AWS currently only allows buyers to have one contract with an active term for the same listing. If they have an existing contract, any new offers must either be amendments (agreement based offer) that modify the existing contract or be a Future Dated Agreement that has a term outside of the current contract.Complete each section in the form. Each section in the form requires that you enter specific information for your buyer and the offer.
Note: You can manually enter information, or pre-fill the form by mapping it to your Salesforce fields through the Map Data step in Setup assistant. If you decide to pre-fill the information, you can edit the information at a later time.
Form section to complete:
Basic Information: The AWS Account Number is carried over from the previous screen. Do not edit when creating an Amended Offer.
Buyer Details: Select a buyer from your Account’s contacts.
Pricing: Enter pricing based on the listing selected. For AWS, you must select a service end date for this amendment, add or modify any dimensions, and, if configured on your listing, usage based pricing. Using a payment schedule is required for an amended offer. Any payments remaining from your previous contract will be pre-populated. Learn more about pricing and payment models for AWS marketplace.
Select Pricing on Offer Email as needed
Contract Details: Enter your Marketplace fee. This is optional and is used to provide you with the correct Net Contract Value on any Tackle order notifications.
Select Renewal if you’re renewing an existing private offer/contract.
End User License Agreement: Select the preferred contract type. Choose the Legal Terms of the Current Agreement, EULA from your Public Listing, the AWS Standard Contract, or upload a custom contract for this specific offer. The buyer is required to accept the terms of your contract to accept this private offer. Only a single document is supported for upload through Salesforce at this time. Files must be in TXT or PDF, and no larger than 6 MB total.
Offer Validity Period: Set the offer acceptance deadline for the last date that your buyer has to accept this offer.
Notify User: Search or enter the names of stakeholders you want to inform about this offer. You can include people in or outside your company. Added email addresses will receive an email notification with details about the offer, including once it’s accepted. Notifications do not include communications sent to the buyer(s).
When you’re done completing the offer form, you can either submit your offer to Tackle for review by your marketplace team or send it directly to the marketplace portal and your buyer.
If you have permissions, you can click Create on marketplace to have your private offer sent directly to the marketplace and to your buyer through email.
Click Submit for review to have your private offer sent to Tackle for review by your marketplace team.
Once the offer is successfully submitted, in the opportunity, you can search for the Tackle Offers list, and then click the offer to view details and track progress. You can also set up a side panel on the Opportunity layout to display your offer status and click to view offer details.
After, you can also go to Tackle to track your offer or edit information in case it was submitted incorrectly through Salesforce.
Once the offer is accepted, you can track progress in Salesforce.
Create AWS partner private offers in Salesforce
Create AWS channel partner private offers (CPPO) reseller authorizations in Salesforce. When creating a partner private offer, you can either send it directly to the marketplace portal or send it to Tackle for review by your Marketplace team where it can then be edited and sent to the marketplace portal. You can then view, track, and book that offer once it’s accepted by your end customer in Salesforce.
To create a partner private offer for AWS:
In Salesforce, go to the navigation bar and click Opportunities. A list of opportunities opens.
Click the opportunity you want to use to create the offer. The selected opportunity opens.
Click Create Offer. A Create Offer pop-up form opens.
For Listing Name, select a listing. For Offer Type, select Partner. Then click Next.
Note: Your listing election defines the form and information required to create an offer for the specific marketplace you select. If your company has one marketplace listing and one offer type, you can skip this item using the field mapper settings.
Complete each section in the form. Each section in the form requires that you enter specific information for your buyer and the offer.
Tip: You can manually enter information, or pre-fill the form by mapping it to your Salesforce fields through the Map Data step in Setup assistant. If you decide to pre-fill the information, you can edit the information at a later time.
Form sections:
Partner offer Details: Enter the AWS Account Number, Partner AWS Account Number, and Offer Expiration Date.
Pricing: Enter pricing based on the listing selected. Each marketplace has different terms and pricing. For example, AWS requires that you enter dimensions and unit-based pricing. Using a payment schedule is optional.
Select Enable Zero Dollar Prices as needed.
Select Pricing on Offer Email as needed
Contract Details: Enter your Marketplace fee. This is optional and is used to provide you with the correct Net Contract Value on any Tackle order notifications.
Select Renewal if you’re renewing an existing private offer/contract.
End User License Agreement: Select the preferred contract type. You can choose the EULA from your Public Listing, AWS Standard Contract, or upload a custom contract for this specific offer. The buyer is required to accept the terms of your contract to accept this private offer. Only a single document is supported for upload through Salesforce at this time. Files must be in TXT or PDF, and no larger than 6 MB total. Upload up to five documents. Files must be in TXT or PDF, and no larger than 6 MB total.
Reseller agreement: Optionally, you can select your preferred reseller agreement type. Choose the standard Reseller contract for AWS marketplace (RCMP) or upload a custom contract for this specific offer. Only a single document is supported for upload through Salesforce at this time. Files must be in TXT or PDF, and no larger than 6 MB total.
Offer Validity Period: Set the offer acceptance deadline for the last date that your buyer has to accept this offer.
Notify User: Search or enter the names of stakeholders you want to inform about this offer. You can include people in or outside your company. Added email addresses will receive an email notification with details about the offer, including once it’s accepted. Notifications do not include communications sent to the buyer(s).
When you’re done completing the offer form, you can either submit your offer to Tackle for review by your marketplace team or send it directly to the marketplace portal and your buyer.
If you have permissions, you can click Create on marketplace to have your private offer sent directly to the marketplace and to your buyer via email.
Click Submit to review to have your private offer sent to Tackle for review by your marketplace team.
Once the offer is successfully submitted, in the opportunity, you can search for the Tackle Offers list, and then click the offer to view details and track progress. You can also set up a side panel on the Opportunity layout to display your offer status and click to view offer details. Details also include a CPPO Opportunity ID for partner offers.
After, you can also go to Tackle to track your offer or edit information in case it was submitted incorrectly through Salesforce.
Once the offer is accepted, you can track progress in Salesforce.