Preview feature
This feature is currently in preview and not yet accessible to all Tackle customers. For more information, contact [email protected].
This is the third article in a series guiding you through everything you need to know to set up, support, and succeed with the Tackle for Salesforce integration.
Map your Salesforce fields (You are here)
In this article, you’ll connect the fields from Amazon Web Services Marketplace (AWS) to your corresponding fields in Salesforce in the Field mapper. Once these fields are mapped, you’ll be able to create and manage your co-sells and offers directly from Salesforce using pre-populated data from AWS.
Who should map your Salesforce fields?
We recommend this guide be completed by your Alliance Leader or someone else in your business familiar with your cloud marketplace co-sell and offers data. It also may be helpful to consult with someone with knowledge of the Salesforce data model and make a plan for which data fields in AWS you want to import into Salesforce
Before you begin
Complete the steps in our articles Tackle for Salesforce — Preparing to install and Installation guide.
If you plan on using Salesforce to create and manage co-sell opportunities, connect your Tackle account AWS for Co-Sell.
If you plan on using Salesforce to create and manage offers, connect your Tackle account to AWS for Offers.
Get permissions in your Tackle account to access the Field Mapper. If you don’t already have these permissions, ask your Tackle Administrator.
Read our best practices for field mapping, including recommended mapping for co-sell and offers.
Map your AWS Co-Sell fields in Salesforce
Tip
If you added new fields in Salesforce and they’re not showing in Tackle, click Sync with Salesforce to manually sync the fields. Tackle auto syncs with Salesforce every two days.
Sign in to Tackle. In the left menu, click Account Settings, then click the Salesforce Field Mapper tab.
Click the Co-Sell tab, then select AWS.
In the Customer Fields section, you’ll see a list of all of the co-sell fields available to you in AWS. Click the tooltip next to any field to learn more about what data that field contains.
Choose any AWS field, then click the Salesforce field dropdown menu to view a list of all fields from your Salesforce Opportunity object, including all of your objects related to the Opportunity and their fields. You can type the name of your field to filter down the list of values and their paths to find it quickly.
Note: Not seeing a particular field or object? Make sure that your Integration User has ‘read’ permissions on all objects and fields that you want to pull in for the Field Mapper. At a minimum, that should include the Account, Opportunity and Quote objects.
Tip: If you added new fields in Salesforce and they’re not showing in Tackle, click Sync with Salesforce to manually sync the fields. Tackle auto syncs with Salesforce every two days.
Select the Salesforce field that you want to map to your AWS field.
Tip: Open a Salesforce opportunity in another tab to use as reference while you’re mapping fields. This can be a helpful reference to make sure that you’re selecting the correct fields!
In the Type column, you’ll see the type of data that your AWS field accepts. If your field is a Picklist type, click the Picklist icon next to the Salesforce Field drop-down menu to open the picklist mapper. From here you can map each value in that field to any value in the cloud’s corresponding list.
Warning: Mapping your Closed Won and Closed Lost Stage values will trigger an automation to auto-close lost or auto-close launch any co-sells that are in that stage.
If a field accepts default values, you can enter the value you want to return if this field receives no data from AWS or has no corresponding field in Salesforce. To prevent errors, we recommend setting default values for all required fields.
The AWS Co-Sell fields Partner Project Title and Custom Business Problem accept dynamic template values in addition to standard text. To add data from a Salesforce field to the value in one of these fields, type @ and choose a Salesforce field to populate this value. You can also enter static text along with your dynamic data.
Partner Project Title: Use templates to build a co-sell deal name that includes specifics from the deal, with standard text to add consistency at scale. This can help increase your co-sell acceptance rates.
Custom Business Problem: Build a dynamic description to explain the specific challenge or issue a company is facing within their operations that they are looking to solve by utilizing your product or service.
Continue this process until you’ve mapped all the required fields from AWS.
If you want to map optional fields from AWS as well, click Map optional customer fields. Then continue mapping each optional field that you want to track in Salesforce.
Once you are finished mapping your fields, click Publish at the bottom of the page, and your mappings will be live in the environment that you built them in (test/sandbox or production). You can also click Save as Draft to save your progress as you go if you aren’t ready to publish your mappings just yet.
Now that all your fields are mapped, test and make sure all your data is working correctly.
Create a test AWS co-sell
Sign in to your Salesforce sandbox org and access an opportunity you want to use for testing.
In the Tackle for Salesforce view, click the Co-Sell tab and then click Co-sell with AWS.
A Create a Co-Sell form from Tackle opens with data from each field that you mapped in the field mapper in the Customer Details section.
Review each field in the form to make sure that all the data matches the field it’s contained in. If something isn’t right, go back to Tackle and use the Field Mapper to make changes as needed.
Once all data looks correct, click Submit to cloud to submit your co-sell and create a test co-sell.
Note: Don’t worry –– you’re still in a test environment. None of this information is submitting data to the actual cloud.
To view your co-sell in Tackle, go to Tackle and navigate to the Tackle test account you used for your field mapper, if you aren’t in that environment already. To switch environments, click on your Account in the left menu, then use the account picker to select your account.
In the left menu, click Co-Sell, then use the slider in the top-right to enable Preview the new co-sell experience.
The test co-sell you created in Salesforce will now load in your list of co-sells. Click the test co-sell to view the details and verify that all the data is mapped as you expect.
Click Approve or Reject to test approving or rejecting your co-sell.
You can continue adjusting the Field Mapper and creating new test co-sells until everything is working as you expect. When you’re done with all of your field mapping, let your Salesforce Administrator know — all that’s left to do is push your integration live to production.
Map your AWS Direct Offers fields in Salesforce
Tip
If you added new fields in Salesforce and they’re not showing in Tackle, click Sync with Salesforce to manually sync the fields. Tackle auto syncs with Salesforce every two days.
Sign in to Tackle. In the left menu, click Account Settings and then click the Salesforce Field Mapper tab.
Click the Offers tab, then select AWS, and then Direct.
In the Buyer Fields section, you’ll see a list of all the offers fields available to you in AWS. Click the tooltip next to any field to learn more about what data that field contains.
Choose any AWS field and then click the Salesforce field dropdown menu to view a list of all fields from your Salesforce Opportunity object — including all of your objects related to the Opportunity, like CPQ Quotes, and the Opportunity fields. You can type the name of your field to filter the list of values and find it quickly.
Note: Not seeing a particular field or object? Make sure that your Integration User has read permissions on all objects and fields that you want to pull in for the Field Mapper. At a minimum, that should include the Account, Opportunity and Contact objects.
Tip: If you added new fields in Salesforce and they’re not showing in Tackle, click Sync with Salesforce to manually sync the fields. Tackle auto syncs with Salesforce every two days.
Select the Salesforce field that you want to map to your AWS field. For a list of all AWS Marketplace fields and how you can map them, see Recommended mapping for AWS direct offers.
In the Type column, you’ll see the type of data that your AWS field accepts. If your field is a Picklist type, click the Picklist icon next to the Salesforce Field drop-down menu to open the picklist mapper. From here you can map each value in that field to any value in the cloud’s corresponding list.
If a field accepts default values, you can click the Default value drop-down menu and enter the value you want to return if this field receives no data from AWS or has no corresponding field in Salesforce. To prevent errors, we recommend setting default values for all required fields.
Continue this process until you’ve mapped each field from AWS that you want to include.
Once you are finished mapping your fields, click Publish at the bottom of the page, and your mappings will be live in the environment that you built them in (test/sandbox or production). You can also click Save as Draft to save your progress as you go if you aren’t ready to publish your mappings just yet.
Now that all your fields are mapped, it’s time to test and make sure all your data is working correctly.
Next step: Create a test AWS direct or partner offer
Map your AWS Partner Offers fields in Salesforce
Tip
If you added new fields in Salesforce and they’re not showing in Tackle, click Sync with Salesforce to manually sync the fields. Tackle auto syncs with Salesforce every two days.
Sign in to Tackle. In the left menu, click Account Settings and then click the Salesforce Field Mapper tab.
Click the Offers tab, then select AWS, and then Direct.
In the Buyer Fields section, you’ll see a list of all the offers fields available to you in AWS. Click the tooltip next to any field to learn more about what data that field contains.
Choose any AWS field, then click the Salesforce field drop-down menu to view a list of all fields from your Salesforce Opportunity object — including all of your objects related to the Opportunity, like CPQ Quotes, as well as the Opportunity fields. You can type the name of your field to filter down the list of values and find it quickly.
Note: Not seeing a particular field or object? Make sure that your Integration User has read permissions on all objects and fields that you want to pull in for the Field Mapper. At a minimum, that should include the Account, Opportunity and Contact objects.Tip: If you added new fields in Salesforce and they’re not showing in Tackle, click Sync with Salesforce to manually sync the fields. Tackle auto syncs with Salesforce every two days.
Select the Salesforce field that you want to map to your AWS field. For a list of all AWS Marketplace fields and how you can map them, see Recommended mapping for AWS partner offers.
In the Type column, you’ll see the type of data that your AWS field accepts. If your field is a Picklist type, click the Picklist icon next to the Salesforce Field drop-down menu to open the picklist mapper. From here you can map each value in that field to any value in the cloud’s corresponding list.
If a field accepts default values, you can click the Default value drop-down menu and enter the value you want to return if this field receives no data from AWS or has no corresponding field in Salesforce. To prevent errors, we recommend setting default values for all required fields.
Continue this process until you’ve mapped each field from AWS that you want to include.
Once you are finished mapping your fields, click Publish at the bottom of the page, and your mappings will be live in the environment that you built them in (test/sandbox or production). You can also click Save as Draft to save your progress as you go if you aren’t ready to publish your mappings just yet.
Now that all your fields are mapped, it’s time to test and make sure all your data is working correctly.
Next step: Create a test AWS direct or partner offer
Create a test AWS direct or partner offer
Create a new listing in your AWS production account🔗 to use for your test, and set the status to either Preview or Published.
Sign in to Salesforce and access an Opportunity you want to use for testing.
In the Tackle for Salesforce view, click the Offers tab and then click Create AWS Offer.
Click the radio button for a Direct or Partner offer and click New offer. Then click Continue. A Create direct offer form from Tackle opens with data from AWS mapped into each field. Review each field in this section to make sure that all the data matches the field it’s contained in. If something isn’t right, go back to Tackle and use the Field Mapper to make any adjustments necessary.
Once all the data looks correct, click Save to draft to create a test offer. Because this is a test environment, clicking Submit to cloud will not work.
Note: After the test offer is created, you'll still be in a test environment. None of this is submitting data to the actual cloud.
You can continue adjusting the Field Mapper and creating new test offers until everything is working exactly like you want. When you’re done with all your field mapping, let your Salesforce Administrator know — all that’s left to do is push your Tackle - Salesforce integration live to production.
Field mapping best practices
The field mapping experience is different for Co-Sell and Offers, but you can use best practices that work for both. Below are key practices and recommended mapping to keep in mind as part of getting started.
General mapping practices
Test your work before going live
We recommend you configure the field mapper in your test environment first. Then create a test co-sell and/or offer after you publish your mappings to verify that all the fields you mapped have accurate opportunity data and auto-fill as you expect before you push these updates to production.
Map as many fields as you want
Map any cloud Co-Sell or Offers field from AWS to any opportunity or related object field in Salesforce. To find a Salesforce field for a mapping, you can type the field name and select it in the dropdown list.
Unsure what a field is for or what you should map it to in Salesforce? Click the tip icon next to the field label to learn more.
Set default values in your required fields to prevent errors
To prevent errors if a field has empty data for an opportunity, set default values for all required fields. You can set a default data in two ways:
Map a field and then set a default value. In this case, Tackle will use the default value as a fallback if no data is found in your mapped field.
Set a default value without mapping the field. In this case, Tackle will fill the field with the default value every time.
Use list mapping for your picklist and multipicklist fields
For picklist fields that can only accept certain pre-defined values, such as Country, Industry, or Stage, map the values of your list in Salesforce to align to the values in the AWS field list and help make your data match.
Any time you select a field in Salesforce that is either a picklist or multipicklist, click the list mapping icon to the right of your Salesforce field to open list mapping.
From here you can map each value in that field to any value in the cloud’s corresponding list.
Define patterns with dynamic field templates
To help enforce consistency and quality across your co-sell and offers operations, build a template that includes both static text and dynamic data from one or more Salesforce fields.
This feature is limited to specific co-sell and offers fields. Some examples include Co-Sell Partner Project Title, Customer Business Problem, and Offer Name.
To add plain text, type it out.
To add a dynamic value from a Salesforce field to your template, click the dropdown and type @, and then select from a list of Salesforce fields. Any Salesforce fields that you add will be shown using standard template markup:
`{{ Opportunity.OpportunityType }}`
Automate the creation of your co-sells and offers by mapping your Salesforce fields to any cloud-specific fields.
Recommended mapping
Here are some examples of common field mapping practices you can use to set up mapping for AWS co-sell, AWS direct offers, and AWS partner offers.
Co-sell for AWS Marketplace - recommended mapping
Section | AWS field | Type | Required | Default value | Definition | Recommended mapping |
Customer Fields | Customer company name | Text | Required | not available | Name of the target customer company for an opportunity. Required by AWS. A default value is not supported for this field due to the specific nature of each deal. | Map this to the Account Name field in the Salesforce account object. |
Customer Fields | Industry vertical | Picklist | Required | available | Industry that aligns to a target customer in an opportunity. Required by AWS. When "Other" is selected, you must also map or set a default value for the Industry other field to avoid co-sell creation errors; when "Government" is selected, you must also map or set a default value for the National Security field to avoid co-sell creation errors. | Map this to the Industry field in the Salesforce account object. You should also map your industries in Salesforce to AWS industries. To do that, select the icon to the right of the selected Salesforce field. When not mapped to a Salesforce field or to prevent errors when a mapped Salesforce field is empty, select a default value. |
Customer Fields | Does opportunity belong to Nat Sec | Picklist | Conditionally required | available | Conditionally required by AWS on co-sells when Industry is Government. Set the default value to YES if all of your opportunities are related to customers who are with National Security / Intelligence Community. | Set the default value to YES if all of your opportunities are related to customers who are with National Security / Intelligence Community. |
Customer Fields | Customer website | URL | Required | not available | Website of a customer company on an opportunity. Required by AWS except when the opportunity is related to national security. Accuracy is crucial to identify the customer within AWS systems. A default value is not supported in this field due to the unique nature of each opportunity. | Map this to the Website field in the Salesforce account object. |
Customer Fields | Country | Picklist | Required | available | Country where a customer company on an opportunity is located. Required by AWS. | Map this to the Billing Country field in the Salesforce account object. You should also map your countries in Salesforce to AWS countries. To do that, select the icon to the right of the selected Salesforce field. When not mapped to a Salesforce field or to prevent errors when a mapped Salesforce field is empty, select a default value. |
Customer Fields | Postal Code | Text | Required | not available | Mailing or post code of a customer company on an opportunity. Required by AWS. A default value is not supported for this field due to the unique nature of each opportunity. | Map this to the Billing Zip/Postal Code field in the Salesforce account object. |
Customer Fields | State/province | Picklist | Conditionally required | not available | State or province of the customer company on an opportunity. Required by AWS when the country is in the US. A default value is not supported for this field due to the unique nature of each opportunity. | Map this to the Billing State/Province field in the Salesforce account object. You should also map your states/provinces in Salesforce to AWS states/provinces. To do that, select the icon to the right of the selected Salesforce field. |
Customer Fields | City | Text | Not required | not available | City of the customer company on an opportunity. Optional. A default value is not supported for this field due to the unique nature of each opportunity. | Map this to the Billing City field in the Salesforce account object. |
Customer Fields | Street Address | Text | Not required | not available | Physical address of the customer company on an opportunity. Optional. A default value is not supported for this field due to the unique nature of each opportunity. | Map this to the Street field in the Salesforce account object. |
Customer Fields | Customer DUNS
| Text | Not required | not available | Nine-digit identification number system issued by Dun & Bradstreet (D&B) for the customer company on an opportunity. Optional. The number is unique to each site. For example different numbers may be assigned to different branches, divisions, or headquarters of an organization. A default value is not supported for this field since no two companies have the same DUNS number. | Map this to the D-U-N-S field in the Salesforce account object. |
Project Fields | Partner primary need from AWS | Picklist | Required | available | Type of support your organization needs from AWS on an opportunity. Required by AWS. This helps AWS understand the role they will play in advancing opportunities. | If you don't have a corresponding field in your Salesforce CRM for mapping, select a default value to prevent errors when co-sells are created. |
Project Fields | Partner needs from AWS | Picklist | Required | available | Specific type of support your organization needs from AWS on a co-sell opportunity. Required by AWS when Partner Primary Need from AWS is Co-sell. | If you don't have a corresponding field in your Salesforce CRM for mapping, select a default value to prevent errors when co-sells are created. |
Project Fields | Partner project title | Text | Required | available | Name of a co-sell opportunity. Required by AWS. This field supports mapping to an individual Salesforce field, or creating a custom template with data from one or more of your Salesforce fields and custom text you add to achieve dynamically generated titles that accurately describe each deal. | Create a custom template to ensure all co-sells have partner project titles from Salesforce opportunity data following the pattern you define. |
Project Fields | Opportunity type | Picklist | Required | available | Unique type of opportunity (renewal, new, or expansion). Required by AWS. | Map this to the Type field in the Salesforce opportunity object. You should also map your opportunity types in Salesforce to AWS opportunity types. To do that, select the icon to the right of the selected Salesforce field. When not mapped to a Salesforce field or to prevent errors when a mapped Salesforce field is empty, select a default value. |
Project Fields | Sales activities | Picklist | Required | available | Sales activities related to an opportunity that are either completed or in progress. Required by AWS. | If you don't have a corresponding field in your Salesforce CRM for mapping, select a default value to ensure co-sells are created. |
Project Fields | Solutions offered | Picklist | Required | available | Solutions offered to address the customers' business problem on an opportunity. Required by AWS. If a solution is not on the list, add it in AWS Partner Central. | If you don't have a corresponding field in your Salesforce CRM for mapping, set the default value to your organization's most frequently offered solution or solutions. |
Project Fields | Customer business problem | Text | Required | available | The specific issue or challenge affecting the customer's operations or goals on an opportunity. Required by AWS. This field supports mapping to an individual Salesforce field, or creating a custom template with data from one or more of your Salesforce fields and custom text you add to achieve dynamically generated business problems that accurately describe each opportunity. | Create a custom template to ensure all co-sells have business problems from Salesforce opportunity data following the pattern you define. Alternatively, you can just copy and paste an existing customer business problem that your organization already uses. |
Project Fields | Use case | Picklist | Required | available | Type of work related to your customer's business problem (e.g. AI/ML, Business Applications, Security). Required by AWS. | If you don't have a corresponding field in your Salesforce CRM for mapping, select a default value to ensure co-sells are created. |
Project Fields | Delivery models | Picklist | Required | available | Deployment or consumption model for solutions or services offered in an opportunity (e.g. SaaS or PaaS). Required by AWS. | If you don't have a corresponding field in your Salesforce CRM for mapping, select a default value to ensure co-sells are created. Use "SaaS or PaaS" as the default value. |
Project Fields | Stage | Picklist | Required | available |
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Project Fields | Target close date | Date | Required | not available | Date an opportunity is expected to launch. Required by AWS. A default value is not supported for this field due to the unique nature of each opportunity. Tackle will keep this field in sync with AWS as deals progress. | Map this to the Close Date field in the Salesforce opportunity object. |
Project Fields | Amount | String | Required | available | The estimate of AWS monthly recurring revenue (MRR). Required by AWS. This helps inform AWS Sellers about the expected monthly usage of AWS on an opportunity. The amount should approximate the monthly service fees to AWS at standard catalog pricing at 3 months post-launch. To be used as an approximation only. Tackle will keep this field in sync with AWS as deals progress. | Map this to the Amount field in the Salesforce opportunity object, or ARR or TCV if those fields exist in your Salesforce. When not mapped to a Salesforce field or to prevent errors when a mapped Salesforce field is empty, enter a default value. |
Project Fields | Parent Opportunity ID | Text | not required | not available | Identifier for an opportunity's parent opportunity in AWS. Optional. This field applies to renewals and expansions. A default value is not supported for this field due to the unique nature of each opportunity. |
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Project Fields | AWS products | Picklist | not required | available | AWS products or services offered as part of an opportunity. Optional. |
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| APN programs | Picklist | not required | available | APN (Amazon Partner Network) Program that influenced the opportunity. APN Programs refer to specific partner programs or initiatives that can impact the opportunity. Optional. |
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Project Fields | Next steps | Long text | not required | not available | Subsequent actions or tasks to take and communicate to your AWS cloud partner on an opportunity. Optional. A default value is not supported for this field due to the unique nature of each opportunity. | Map this to Next Step field on the opportunity object. |
Project Fields | Competitor Name | Picklist | not required | available | Competitor on an opportunity. Optional. When "Other" is selected as a default value, you must also map or set a default value for Other Competitors to ensure co-sell creation. |
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Project Fields | Other Competitors | Text | conditionally required | available | see Competitor Name for notes |
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Project Fields | AWS account ID | Text | not required | not available | Your target customer's 12-digit AWS account number. Optional. A default value is not supported for this field due to the unique nature of each opportunity. |
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Project Fields | Additional comments | Text | not required | not available | Additional comments or information not captured in other fields for an opportunity. Optional. A default value is not supported for this field due to the unique nature of each opportunity. |
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Marketing Fields | Opportunity source | Picklist | required | available | Indicates if an opportunity originated from a marketing campaign. Required by AWS. When "Marketing activity" is selected, marketing campaign, use case, and activity channel are requested although not required by AWS. | If you don't have a corresponding field in your Salesforce CRM for mapping, select a default value to ensure co-sells are created. |
Marketing Fields | Were marketing development fund used | Picklist | conditionally required | available | Indicates if an opportunity is the result of marketing development fund (MDF) activities. Conditionally required by AWS when Opportunity Source is "Marketing Activity". | If you don't have a corresponding field in your Salesforce CRM for mapping, select a default value to ensure co-sells are created. |
Marketing Fields | Marketing campaign | Text | not required | not available | Name of a campaign or marketing effort for an opportunity. Optional. If you don't have this information, contact your point of contact at AWS to request a campaign code. Example name: EMEA-Partner-FY22-MKT-PPL-Nordic-June. A default value is not supported for this field due to the unique nature of each opportunity. |
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Marketing Fields | Marketing activity use case | Picklist | not required | available | Intent or goals of a marketing campaign on an opportunity (e.g. AI/ML, Business Applications, Security). Optional. |
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Marketing Fields | Marketing activity channel | Picklist | not required | available | Channels used for a marketing campaign on an opportunity (e.g. Email, Social, Virtual Event). Optional. |
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Contact Fields | Customer first name | Text | not required | not available | First name of the customer contact on an opportunity. Optional. A default value is not supported for this field due to the unique nature of each opportunity. | Map this to the related Contact object's First Name field on an opportunity. |
Contact Fields | Customer last name | Text | not required | not available | Last name of the customer contact on an opportunity. Optional. A default value is not supported for this field due to the unique nature of each opportunity. | Map this to the related Contact object's Last Name field on an opportunity. |
Contact Fields | Customer title | Text | not required | not available | Job or role title of the customer contact on opportunity. Optional. A default value is not supported for this field due to the unique nature of each opportunity. | Map this to the related Contact object's Title field on an opportunity. |
Contact Fields | Customer email | Text | not required | not available | Email address of the customer contact on an opportunity. Optional. |
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Contact Fields | Customer phone | Text | not required | not available | Phone number of the customer contact on an opportunity. Optional. A default value is not supported for this field due to the unique nature of each opportunity. | Map this to the related Contact object's Business Phone field on an opportunity. |
Contact Fields | Primary sales contact first name | Text | not required | available | First name of the primary sales contact in your organization for an opportunity. Optional. | If you don't have a corresponding field in your Salesforce CRM for mapping, enter a default value to ensure co-sells are created. It should align to the primary contact in your organization's co-sell operations. |
Contact Fields | Primary sales contact last name | Text | not required | available | Last name of the primary sales contact in your organization for an opportunity. Optional. | If you don't have a corresponding field in your Salesforce CRM for mapping, enter a default value to ensure co-sells are created. It should align to the primary contact in your organization's co-sell operations. |
Contact Fields | Primary contact title | Text | not required | available | Job or role title of the primary sales contact in your organization for an opportunity. Optional. | If you don't have a corresponding field in your Salesforce CRM for mapping, enter a default value to ensure co-sells are created. It should align to the primary contact in your organization's co-sell operations. |
Contact Fields | Primary sales contact email | Text | not required | available | Email address of the primary sales contact in your organization for an opportunity. Optional. | If you don't have a corresponding field in your Salesforce CRM for mapping, enter a default value to ensure co-sells are created. It should align to the primary contact in your organization's co-sell operations, ideally a co-sell desk email alias. |
Contact Fields | Primary sales contact phone | Text | not required | available | Phone number of the primary sales contact in your organization for an opportunity. Optional. | If you don't have a corresponding field in your Salesforce CRM for mapping, enter a default value to ensure co-sells are created. It should align to the primary contact in your organization's co-sell operations. |
Launch and Close Fields | Offer ID | Text | not required | not available | Identifier for the AWS Marketplace private offer for a launched opportunity. Optional. A default value is not supported for this field due to the unique nature of each opportunity. |
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Launch and Close Fields | Procurement Type | Picklist | conditionally required | available | Specifies the customer's intended payment type agreement or procurement method to acquire the solution or service outlined in an opportunity (e.g. Contract, Pay-Go, Subscription). Conditionally required on launch for special programs. |
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Launch and Close Fields | Amount | Currency | required | available |
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Launch and Close Fields | Contract start date | Date | conditionally required | not available | Start date of the contract between you and your target customer for a launched opportunity. Conditionally required on launch for special programs. A default value is not supported for this field due to the unique nature of each opportunity. |
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Launch and Close Fields | Contract end date | Date | conditionally required | not available | End or final date of service related to the accepted offer on a launched opportunity. Conditionally required on launch for special programs. A default value is not supported for this field due to the unique nature of each opportunity. |
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Launch and Close Fields | Closed reason | Picklist | required | available | Reason for closing an opportunity as lost. Required by AWS when closing an opportunity as lost. Accurate reasons for closing aid in accurate reports and analysis of opportunity outcomes. |
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Launch and Close Fields | Rejection reason | Picklist | required | available | Reason for rejecting an inbound invitation to co-sell. Required by AWS when rejecting an invitation. Accurate reasons for rejecting aid in accurate reports and analysis of shared opportunity quality and outcomes. |
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Direct offers for AWS Marketplace - recommended mapping
Section | AWS field | Type | Default value | Definition | Recommended mapping |
Buyer fields | AWS Account ID | Text | not available | This is the AWS Account ID that your buyer will purchase your offer from. | Create a custom field called "AWS Account Number" in your Salesforce Account object
Custom field recommended: Opportunity > Account > AWS Account Number
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Buyer fields | Company name | Text | not available | The name of your buyer’s company. | Map to the Account Name field in your Salesforce Account object.
Opportunity > Account > Account Name |
Buyer contact fields | Salesforce object for buyer contact | Text | not available | Buyer contact fields (Full name, email, title) must first have a Salesforce object selected before the fields can be mapped. | Map to the Contact field in your Salesforce Opportunity.
Opportunity > Contact |
Buyer contact fields | Full name | Text | not available | This is the name of the person who will accept your private offer. | Map to the Full Name field in your Salesforce Contact object.
Contact > Full Name |
Buyer contact fields | Text | not available | The email for the person who will accept your private offer. You can send this email detailed purchase instructions to accept their offer. | Map to the Email field in your Salesforce Contact object.
Contact > Email | |
Buyer contact fields | Title | Text | not available | The title for the person that will accept your private offer. | Map to the Title field in your Salesforce Contact object.
Contact > Title |
Offer fields | Offer name | Text | not available | The name for your private offer on the marketplace. | Write a string that includes custom text and <Salesforce objects>: Offer for <Account Name> for quote <Quote Number> <Account Name> Map to this field in your Salesforce Account object. <Quote Number> Map to this field in your Salesforce Primary Quote object. |
Offer | Offer description |
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| Description for your offer. This is not visible to your buyer. | ‘Offer for ‘ Opportunity > Account > Account Name ‘ and account number ’ Opportunity > Account > Account Number ‘ for quote ‘ Opportunity > Primary Quote > Quote Number |
Offer | Renewal |
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| Indicates if this offer is for a renewal or not. Private offers for renewal receive a lowered marketplace fee rate. |
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Offer | Renewal type |
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| Indicates whether your renewal is for an ‘Existing customer moving to AWS marketplace’ or an ‘Existing customer on AWS marketplace’ |
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Offer | Offer acceptance deadline |
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| The last date that your buyer can accept your private offer. This is UTC time in AWS. | Opportunity > Target Close Date |
Product and pricing | Listing |
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| The product listing that will be used for this private offer. Listings must be in a limited or published status to be selected for a private offer. |
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Product and pricing | Payment model |
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| Indicates if this offer will use a ‘Payment schedule’ or be paid ‘Upfront’. When using ‘Upfront’ pricing, your buyer may choose the quantity that they want for each dimension offered. |
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Product and pricing | Contract start |
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| Indicates if this offer will ‘Start on acceptance’ or will be ‘Future dated’. |
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Product and pricing | Currency |
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| The currency that this offer will be created in. AWS only supports certain currencies and only for certain listing types. You must have a disbursement profile configured for a currency before an offer can be created in that currency. Learn more about currency on AWS here. |
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Product and pricing | Offer duration |
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| Set the duration of your agreement (in months). Applicable when 'start on acceptance' is selected as the contract start |
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Product and pricing | Start date |
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| Set the date when your agreement will begin. Applicable when 'Future dated' is selected as the contract start |
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Product and pricing | End date |
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| Set the date when your agreement will end. Applicable when 'Future dated' is selected as the contract start |
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Product and pricing | Salesforce object for payment schedule fields |
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| Payment schedule fields (Invoice date, payment) must first have a Salesforce object selected before the fields can be mapped | Opportunity > Primary Quote > Order > Invoice > Invoice Line Item |
Product and pricing | Invoice date |
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| The dates on which your buyer will be invoiced by AWS for your private offer. | Invoice Line Item > Invoice Line Start Date |
Product and pricing | Payment date |
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| The amounts that corresponds with the dates for when your buyer will be invoiced by AWS for your private offer. | Invoice Line Item > Charge Amount |
Additional fields | Marketplace fee |
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| Optional: Used by Tackle in order notifications and reporting to provide you with accurate gross and net total contract value amounts. |
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Product and pricing | Salesforce object for dimension fields |
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| Dimension fields (Invoice date, payment) must first have a Salesforce object selected before the fields can be mapped. | Opportunity > Primary Quote > Quote Line Item |
Product and pricing | Dimension |
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| The name of the contract dimension representing products or features from this listing that are included in this private offer. |
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Product and pricing | API name |
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| The unique API name of the contract dimension representing products or features from this listing that are included in this private offer. |
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Product and pricing | Quantity |
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| The quantity of the dimension included in this private offer. |
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Product and pricing | Price Per |
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| The price for each unit of each dimension in this private offer. Only used when the pricing model is Upfront. |
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Usage only | Usage end date |
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| The end date of the private pricing for usage on Paygo private offers. |
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Amendments | New service end date |
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| For amendments, the new end date of the modified contract. |
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End user license agreement | EULA version |
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| The type of EULA for this private offer before any additional documents are uploaded. Options are: Public Offer EULA, Standard for AWS marketplace, or Custom contract. For Amendments, Legal terms from previous agreement is also an option. |
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Additional fields | Additional fields |
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| Custom fields and values to help with booking and operations. | Opportunity > Primary Quote > Quote Number |
Notify users | Notify users |
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| Contacts that will receive updates on the status of your private offers | Opportunity > Opportunity team > Email address |
Partner offers for AWS Marketplace - recommended mapping
Section | AWS field | Type | Default value | Definition | Recommended mapping |
Partner fields | Partner name | Text | not available | The name of the resale partner that you will be working with for this private offer. |
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Partner fields | Partner AWS account number | Text | not available | The AWS account number of the resale partner that you will be working with for this offer. |
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Buyer fields | AWS Account ID | Text | not available | This is the AWS Account ID that your buyer will purchase your offer from. | Create a custom field called "AWS Account Number" in your Salesforce Account object
Custom field recommended: Opportunity > Account > AWS Account Number |
Buyer fields | Company name | Text | not available | The name of your buyer’s company. | Map to the Account Name field in your Salesforce Account object.
Opportunity > Account > Account Name |
Offer fields | Offer name | Text | not available | The name for your private offer on the marketplace. | Write a string that includes custom text and <Salesforce objects>: Offer for <Account Name> for quote <Quote Number> <Account Name> Map to this field in your Salesforce Account object. <Quote Number> Map to this field in your Salesforce Primary Quote object. |
Offer fields | Offer description | Text | not available | Description for your offer. This is not visible to your buyer. | Write a string that includes custom text and <Salesforce objects>: Offer for <Account Name> and account number <Account Number> for quote <Quote Number> <Account Name> Map to this field in your Salesforce Account object. <Account Number> Map to this field in your Salesforce Account object. <Quote Number> Map to this field in your Salesforce Primary Quote object. |
Offer fields | Renewal | Text | available | Indicates if this offer is for a renewal or not. Private offers for renewal receive a lowered marketplace fee rate. |
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Offer fields | Renewal Type | Picklist | available | Indicates if this offer is for a renewal or not. Private offers for renewal receive a lowered marketplace fee rate. |
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Offer fields | Offer acceptance deadline | Picklist | not available | The last date that your buyer can accept your private offer. This is UTC time in AWS. | Opportunity > Target Close Date |
Product and pricing | Listing |
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| The product listing that will be used for this private offer. Listings must be in a limited or published status to be selected for a private offer. |
|
Product and pricing fields | Payment model | Picklist | available | Indicates if this offer will use a ‘Payment schedule’ or be paid ‘Upfront’. When using ‘Upfront’ pricing, your buyer may choose the quantity that they want for each dimension offered. |
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Product and pricing fields | Contract start | Picklist | available | Indicates if this offer will ‘Start on acceptance’ or will be ‘Future dated’. |
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Product and pricing fields | Currency | Picklist | available | The currency that this offer will be created in. AWS only supports certain currencies and only for certain listing types. You must have a disbursement profile configured for a currency before an offer can be created in that currency. |
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Product and pricing fields | Offer duration | Picklist | available | Set the duration of your agreement (in months). Applicable when 'start on acceptance' is selected as the contract start. | For contracts starting when your buyer accepts the private offer. |
Product and pricing fields | Start date | Text | not available | Set the date when your agreement will begin. Applicable when 'Future dated' is selected as the contract start. | For contracts starting and ending on the dates you define in the private offer. |
Product and pricing fields | End date | Text | not available |
| For contracts starting and ending on the dates you define in the private offer. |
Product and pricing fields | Salesforce object for payment schedule fields |
| not available | Payment schedule fields (Invoice date, payment) must first have a Salesforce object selected before the fields can be mapped. | Map to the Invoice Line Item field in your Salesforce Invoice object.
Opportunity > Primary Quote > Order > Invoice > Invoice Line Item |
Product and pricing fields | Invoice date | Text | not available | The dates on which your buyer will be invoiced by AWS for your private offer. | Choose a field based on the object selected for the payment schedule fields.
Invoice Line Item > Invoice Line Start Date |
Product and pricing fields | Payment model | Text | not available |
| Choose a field based on the object selected for the payment schedule fields |
Additional fields | Marketplace fee | Text | available | Optional: Used by Tackle in order notifications and reporting to provide you with accurate gross and net total contract value amounts. |
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Partner fields | Partner name | Text | not available |
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Product and pricing | Salesforce object for dimension fields |
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| Dimension fields (Invoice date, payment) must first have a Salesforce object selected before the fields can be mapped. |
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Product and pricing | Dimension |
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| The name of the contract dimension representing products or features from this listing that are included in this private offer. |
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Product and pricing | API name |
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| The unique api name of the contract dimension representing products or features from this listing that are included in this private offer. |
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Product and pricing | Quantity |
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| The quantity of the dimension included in this private offer. |
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Product and pricing | Price Per |
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| The price for each unit of each dimension in this private offer. Only used when the pricing model is Upfront. |
|
Usage only | Usage end date |
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| The end date of the private pricing for usage on Paygo private offers. |
|
End user license agreement | EULA version |
|
| The type of EULA for this private offer before any additional documents are uploaded. Options are: Public Offer EULA, Standard for AWS marketplace, or Custom contract. For Amendments, Legal terms from previous agreement is also an option. |
|
End user license agreement | Reseller agreement version |
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| The type of Reseller agreement for this private offer. Options are: No Thanks, Reseller contract from AWS Marketplace (RCMP), or Custom Contract. |
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Additional fields | Additional fields |
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| Custom fields and values to help with booking and operations. | Opportunity > Primary Quote > Quote Number |
Notify users | Notify users |
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| Contacts that will receive updates on the status of your private offers | Opportunity > Opportunity team > Email address |