Adding your ACE solutions to Tackle is required to co-sell through Tackle. Solutions may be added individually or by bulk upload.
Before you begin
You will need the following resources:
Partner Central Account Admin with “Alliance Lead” role
Tackle Admin
Before starting the steps below, watch this video guide to familiarize yourself with the expected process.
What is a solution?
As a part of the newest version of ACE (v14), AWS now requires all partners to add solutions to their ACE portal and include solutions with their co-sell opportunities. A solution can be viewed as an offering. For example, one or more AWS Marketplace listings can be included in a solution.
If you have already set them up in ACE, then great! Take this time to ensure that they are correct in AWS Partner Central and accurately reflect what you’re selling. If you have not set them up in ACE yet, follow this AWS documentation🔗 before proceeding.
Why do I need to set these up in Tackle?
These solutions must be set up in ACE first before you can set them up in Tackle.
Solutions must also be set up in Tackle to ensure correct syncing between ACE, Tackle and the Tackle Salesforce integration (if you use it). All customers that co-sell with AWS from Tackle or the Tackle Salesforce integration must set up their solutions in Tackle.
As a part of this new ACE version, we will need you to input your current co-sell solutions in Tackle to allow you to easily select your solutions when entering new co sell opportunities. You can add your solutions to Tackle manually or via a bulk import.
You can select a default solution to be applied to co-sell opportunities. If you do not specify a default, the Tackle Platform will select the first solution on the list in our backend. Selecting a default solution is a requirement for bulk co-sell and an optional tool to reduce lift when manually submitting co-sell opportunities.
Add your solutions manually
In the Tackle Platform, navigate to your Tackle Account Settings to begin.
Important: If you are trying to add your solutions to your Tackle test account, be sure to check that you are doing so in your test environment and not in your production environment.
Scroll down to section 6: Solutions offered.
First, you must answer the question “Do you complete the SaaS documentation tab when launching a deal?”. If you don’t know what this means, then select “No”. This is what triggers the required fields for special programs to show when closing a co-sell.
Add your solutions by filling out the required fields for each solution that you have. You will be able to reference ACE for the information as needed, such as co-sell solution ID. To find the Co-sell solution ID for a solution, log into ACE and navigate to Build → Offerings. You will see the list of all of your solutions. Click on the one that you want to pull the ID for, and it will be located under the field name “Offering ID” on the “Offering overview” section.
Click the Save icon for each solution that you add. This will save that solution to your Tackle account and a new set of fields will appear if you wish to add another solution.
If you use the Tackle Salesforce integration, you will need to install the latest version into your full copy Salesforce sandbox to see your solutions synced to your Solutions table in Salesforce (see Set up your Salesforce sandbox for testing).
Bulk upload your solutions
You first need to export your solutions from ACE. To do that:
Login to AWS Partner Central and navigate to “View Opportunities”.
Under the Opportunities “Bulk Actions” drop down, click “Import Opportunities".
Scroll all the way down and click the “Start import” button.
Scroll to the “Products and Offering” section. There is a sentence at the bottom that reads “Your offered solutions and AWS products can be viewed here”. Click the hyperlink, and a file of your solutions and AWS products will be generated and automatically downloaded.
In the Tackle Platform, navigate to Account Settings.
Scroll down to section 6: Solutions offered.
First, you must answer the question “Do you map to SaaS documentation tab?”. If you don’t know what this means, then select “No”. This is what triggers the required fields for special programs to show when closing a co-sell.
Then add your solutions by clicking the “Bulk upload” button and uploading the file of solutions that you had exported from ACE.
Your solutions will be uploaded and displayed here after the upload has been processed.
If you use the Tackle Salesforce integration, you will need to install the latest version into your Salesforce sandbox to see your solutions synced there (see Set up your Salesforce sandbox for testing).
If you only co-sell through the Tackle Platform, then your migration process ends here. Tackle will be upgrading your account to ACE v14 for you during your selected schedule slot.
Next step: Set up your Salesforce sandbox for testing