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Co-Sell field mapping best practices (Legacy)

Set up proper mapping and best practices.

Leslie avatar
Written by Leslie
Updated over a month ago

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].

Understand the charts

The field mappings are displayed below in three charts:

  1. Common field mappings

  2. AWS-specific field mappings

  3. Microsoft-specific field mappings

Each chart displays the following information:

  1. Tackle label - the name of the field in Tackle

  2. Required - shows if the field is required by the cloud provider. Values are:

    1. Required - this field must have a value

    2. Optional - this field can be left empty

    3. Conditional - this field may be displayed based on input in other fields

  3. Recommended mapping - indicates known best practices for mapping field values

  4. Cloud (AWS/Microsoft) label - the name of the field in the cloud marketplace

Common fields

These fields have common mappings across all clouds.

Tackle label

Required

Recommended mapping

AWS label

Microsoft label

Cloud Partner

Optional

Select the cloud you want to co-sell with. If more than one, then leave blank.

N/A - Tackle Only

N/A - Tackle Only

Target Close Date

Required

Opportunity > Close Date

Target Close Date

Estimated close date

Customer Company Name

Required

Account > Account Name

Customer Company Name

Customer name

AWS-specific fields

These fields are used specifically for AWS opportunities so you can map per cloud for competitive reasons..

Tackle label

Required

Recommended mapping

AWS label

Opportunity Name

Required

Opportunity > Name

Partner Project Title

Estimated AWS Monthly Recurring Revenue

Required

2 options:

1. Set default text if the number is always the same.

2. Create a formula field on the Opportunity object and map to that field.

Estimated AWS Monthly Recurring Revenue


Customer Business Problem

Required

Pre-populate with default text - 20 character minimum and 1,000 max. Upgrade to v1.41 if there is a character limit error. Create a formula field on the Opportunity object and map to that field if you want to combine existing text fields.

Customer Business Problem (Project description in v13 or older)

Primary Need from AWS

Required

Select a default from dropdown.

Partner Primary Need from AWS

Delivery Model

Required

Pre-populate with one of the following values based on your most common delivery model: 'SaaS or PaaS', 'BYOL or AMI', 'Managed Services', 'Professional Services', 'Resell', 'Other'.

Delivery Model

Industry

Required

2 options:

1. Select a default from the dropdown.

2. Map to the Account Industry field. If the values don't exactly match, then the field will not pre-populate. To match your industry values to the ACE industry values, create a formula field on your Opportunity object.

Industry Vertical

Country

Required

Account > Billing Country

Country

State

Conditional

Account > Billing State/Province
(required when Country = United States)

ACE now requires full spelling of states (no abbreviations)

State/Province

Postal Code

Required

Account > Billing Zip/Postal Code

Postal Code

Use Case

Required

Select a default from dropdown.

Use Case

Customer Website

Required

Account > Website

Customer Website

APN Registered Email

Required

Add a default value: recommend an email alias, must be registered in AWS Partner Central otherwise it will fail on submission.

Opportunity Owner

Buyer First Name

Optional

3 options:

1. Leave this field blank as this is an optional field.

2. Set default text and provide an internal contact.

3. Map to the primary buyer contact on the Opportunity.

Customer First Name

Buyer Last Name

Optional

2 options:

1. Leave this field blank as this is an optional field.

2. Set default text and provide an internal contact.

Customer Last Name

Buyer Phone

Optional

2 options:

1. Leave this field blank as this is an optional field.

2. Set default text and provide an internal contact.

Customer Phone

Buyer Email

Optional

2 options:

1. Leave this field blank as this is an optional field.

2. Set default text and provide an internal contact.

Customer Email

Your contact first name

Optional

3 options:

1. Leave this field blank as this is an optional field.

2. Set default text and provide an internal contact.

3. Map to the Owner on the Opportunity (User > First Name)

Primary Contact First Name

Your contact last name

Optional

3 options:

1. Leave this field blank as this is an optional field.

2. Set default text and provide an internal contact.

3. Map to the Owner on the Opportunity (User > Last Name)

Primary Contact Last Name

Your contact phone

Optional

3 options:

1. Leave this field blank as this is an optional field.

2. Set default text and provide an internal contact.

3. Map to the Owner on the Opportunity (User > Phone)

Primary Contact Phone

Your contact email

Optional

3 options:

1. Leave this field blank as this is an optional field.

2. Set default text and provide an internal contact.

3. Map to the Owner on the Opportunity (User > Email)

Primary Contact Email

Is Opportunity from Marketing Activity

Required

2 options:

1. Select a default from dropdown.

2. Map to a field on the Opportunity

Opportunity Source

AWS Marketing Salesforce Campaign Name

Conditional

2 options:

1. Leave this field blank as this is an optional field.

2. Map to a field on the Opportunity

Marketing Campaign

Marketing Activity Channel

Conditional

3 options:

1. Leave this field blank as this is an optional field.

2. Select a default from dropdown

3. Map to an existing field on Opportunity.

(optional when Is Opportunity from Marketing Activity = Yes)

Marketing Activity Channel

Marketing Activity Use-Case

Conditional

3 options:

1. Leave this field blank as this is an optional field.

2. Select a default from dropdown

3. Map to an existing field on Opportunity.

(optional when Is Opportunity from Marketing Activity = Yes)

Marketing Activity Use-Case

Were marketing development funds used?

Conditional

3 options:

1. Leave this field blank as this is an optional field.

2. Select a default from dropdown

3. Map to an existing field on Opportunity.

(required when Is Opportunity from Marketing Activity = Yes)


Marketing development funds

Is this for Marketplace?

Required on Launch

Select a default from dropdown.

Is this for Marketplace?
(deprecated in ACE v14)

Is this supported by AWS rep?

Required on Launch

Select a default from dropdown.

Is this supported by AWS rep? (deprecated in ACE v14)

Is this referral net new business?

Required on Launch

Select a default from dropdown.

Is this referral net new business? (deprecated in ACE v14)

Closed Lost Reason

Required on Closed Lost

Select a default from dropdown.

Closed Reason

Optional Notes

Optional

2 options:

1. Leave this field blank as this is an optional field.

2. Add a default text value.

Additional Comments

Contains national security information?

Optional

Set this field to 'Yes' if the Opportunity Type is Government and the Country is United States.

Does this opportunity contain classified National Security information?
(available in ACE v14 only)

Customer Data Universal Number System (DUNS)

Optional

2 options:

1. Leave this field blank as this is an optional field.

2. Map to an existing field on Account.

Customer Data Universal Number System (DUNS)
(available in ACE v14 only)

Opportunity Type

Required

3 options:

1. Leave this field blank as this is an optional field.

2. Select a default from dropdown.

3. Map to an existing field on Opportunity.

Opportunity Type

(available in ACE v14 only)

Sales Activities

Required

2 options:

1. Select a default from dropdown.

2. Map to a field on the Opportunity

Sales Activities
(available in ACE v14 only)

Microsoft-specific fields

These fields are used specifically for Microsoft opportunities so you can map per cloud for competitive reasons.

Tackle label

Required

Recommended mapping

Microsoft label

Opportunity Name

Required

Opportunity > Name

Deal Name

Expected Value

Required

Opportunity > Amount

Estimated value

City

Required

Account > Billing City

City

Country

Required

Account > Billing Country

Country

Postal Code

Optional

Account > Billing Zip/Postal Code

Postal Code

Buyer First Name

Conditional

Set default text and provide an internal contact.

(Not required if "No help required at this time" selected)

Customer contact first name

Buyer Last Name

Conditional

Set default text and provide an internal contact.

(Not required if "No help required at this time" selected)

Customer contact last name

Buyer Phone

Conditional

2 options:

1. Set default text and provide an internal contact.

2. Set a generic value e.g. 555-555-5555.

(Not required if "No help required at this time" selected)

Customer contact phone number

Buyer Email

Conditional

Set default text and provide an internal contact.

(Not required if "No help required at this time" selected)

Customer contact email

Your contact first name

Required

3 options:

1. Leave this field blank as this is an optional field.

2. Set default text and provide an internal contact.

3. Map to the Owner on the Opportunity (User > First Name)

Team member first name

Your contact last name

Required

3 options:

1. Leave this field blank as this is an optional field.

2. Set default text and provide an internal contact.

3. Map to the Owner on the Opportunity (User > Last Name)

Team member last name

Your contact phone

Required

3 options:

1. Leave this field blank as this is an optional field.

2. Set default text and provide an internal contact or set a generic value e.g. 555-555-5555

3. Map to the Owner on the Opportunity (User > Phone)

Team member phone number

Your contact email

Required

3 options:

1. Leave this field blank as this is an optional field.

2. Set default text and provide an internal contact.

3. Map to the Owner on the Opportunity (User > Email)

Team member email

The type of help you'd like from Microsoft

Required

Select a default from dropdown.

Identify the type of help you would like from Microsoft

Would you like Microsoft sellers to view this deal?

Required

Set default text either 'Yes' or 'No'

Would you like Microsoft sellers to view this deal?

Optional Notes

Optional

2 options:

1. Leave this field blank as this is an optional field.

2. Add a default text value.

Notes

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