AWS has announced their latest version of ACE, which requires all customers to migrate to a new version of the Tackle Salesforce package by December 31, 2024 in order for your co-sell processes and programs to continue uninterrupted.
To learn more about ACE v14 and changes to AWS fields, read our Introducing ACE v14 article.
Phase 1: ACE Prerequisites
Set up your solutions in ACE.
You will need the following resources:
Partner Central Account Admin with “Alliance Lead” role
This step is required for everyone before moving on to the next setup phase.
AWS may refer to solutions as "offerings" in their documentation.
Link AWS Marketplace and Partner Central Account.
You will need the following resources:
Partner Central Account Admin with “Alliance Lead” role
MP seller Account Admin with access to AWS IAM Admin console and “Cloud Admin” role in Partner Central
This step is required for ISVs in a co-sell program that requires linking offers to co-sell opportunities, and Tackle highly recommends that all vendors complete this step now as it will soon be a universal requirement for AWS co-sell.
Phase 2: Tackle and Salesforce Prerequisites
Add your ACE Solutions to Tackle.
You will need the following resources:
User with Tackle Admin permissions
Partner Central Account Admin with “Alliance Lead” role
Adding your ACE solutions to Tackle is required to co-sell through Tackle. Solutions may be added individually or by bulk upload.
Set up your Salesforce sandbox for testing
You will need the following resources:
Salesforce Admin
User with Tackle Admin permissions
Setting up a fresh Salesforce sandbox copy is highly recommended and will enable you to test your Salesforce workflows from end-to-end in a sandbox environment.
Phase 3: Salesforce
Link your test environments.
You will need the following resources:
Salesforce Admin
User with Tackle Admin permissions
Linking a Salesforce sandbox and Tackle test account will enable you to test your Salesforce workflows from end-to-end in a sandbox environment.
Upgrade your test environments to the new ACE v14.
You will need the following resources:
Salesforce Admin
Alliance Lead
Upgrade the Tackle AppExchange package in your Salesforce sandbox to the latest version and set up your data mappings and workflows for testing.
Test your co-sell workflows.
You will need the following resources:
Alliance Lead
Salesforce Admin
You will want to test the following standard workflows at a minimum:
Creating and editing an outbound co-sell
Receiving, accepting and declining an inbound co-sell
Launching a co-sell as closed-won
Promote v14 changes to production environment in Salesforce.
You will need the following resources:
Salesforce Admin
Alliance Lead
When you have tested everything in your Salesforce sandbox and are ready to push your changes to production, you can do so through Salesforce.