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].
Use the field mapper to define field mappings between your Salesforce Objects (like Opportunities, Accounts, and Opportunity Products) and the corresponding fields in Tackle for Offers and Co-Sell.
Important
You need Tackle Integration Manger permissions in order to update and test your field mappings between Salesforce and Tackle without involving your Salesforce Administrator. Ask your Salesforce administrator to create the System Perms permission sets in the Tackle AppExchange package and assign the Tackle Integration Manager permissions.
In the Salesforce Tackle Setup Assistant, click Start to display the field mapper. (If you are returning to make changes, click Edit.)
Use the tabs at the top to select Co-Sell. Here you can map the co-sell fields between Tackle and Salesforce.
The field mapper displays four columns:
Tackle Label Name:The name of the field in Tackle
Salesforce Object Name: These are the database tables for storing related types of data. For example: accounts, contacts, or opportunities.
Field Name or Default Value: These are the fields containing the data within the object. For example, the Accounts object might contain these fields: first close date, opportunity name, and amount.Required:A blank checkbox indicates a field that is not required. A checkbox with a check indicates a field that is required for your users. For fields that are required under all circumstances, the checkbox will be disabled.
For the Name shown, select the Salesforce Object Name that has the field you want to map.
Under Field Name or Default Value, click Select an option and in the field below start typing to search available fields. Alternatively, click Add as default text to add default text that you want to display.
Check the box in the Required column if you want this field to be required for your Salesforce users who are creating a co-sell opportunity.
Check your mapping by going to an Opportunity and clicking Create Co-Sell. (This button was added during the setup process.) You should see fields pre-populated with your default text or content from the mapped fields. You can go back and make changes anytime.
Next, use the tab to select Private Offers. Here you can map the offers fields between Tackle and Salesforce.
The field mapper displays four columns:
Tackle Label Name:The name of the field in TackleSalesforce Object Name:These are the database tables for storing related types of data. For example: accounts, contacts, or opportunities.Field Name or Default Value:These are the fields containing the data within the object. For example, the Accounts object might contain these fields: first close date, opportunity name, and amount.Required:A blank checkbox indicates a field that is not required. A checkbox with a check indicates a field that is required for your users. For fields that are required under all circumstances, the checkbox will be disabled.
For the Name shown, select the Salesforce Object Name that has the field you want to map.
Under Field Name or Default Value, click Select an option and in the field below start typing to search available fields. Alternatively, click Add as default text to add default text that you want to display. If you have custom Industry fields already configured, you may need to create an Industry formula field to map values to the supported Industry values.
Check your mapping by going to an Opportunity and clicking Create Offer. (This button was added during the setup process.) You should see fields pre-populated with your default text or content from the mapped fields. You can go back and make changes anytime.