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 the cloud marketplace –– AWS Marketplace or Microsoft commercial marketplace –– to your corresponding fields in Salesforce in the Tackle field mapper. After these fields are mapped, you can create and manage your co-sells and offers directly from Salesforce using pre-populated data from the cloud marketplaces.
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 the cloud marketplaces 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 or Microsoft for Co-Sell.
If you plan on using Salesforce to create and manage offers, connect your Tackle account to AWS for Offers or Microsoft 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 field mapping best practices and recommended mapping to get the most out of your experience.
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 Microsoft 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 and then click the Salesforce Field Mapper tab.
Click the Co-Sell tab and then select Microsoft.
In the Customer Fields section, you’ll see a list of all of the co-sell fields available to you in Microsoft. Click the tooltip next to any field to learn more about what data that field contains.
Choose any Microsoft field and then click the Salesforce field dropdown menu. This shows you 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.
Select the Salesforce field that you want to map to your Microsoft 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 Microsoft field accepts.
If your field is a Picklist type, click the Picklist icon next to the Salesforce Field dropdown 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 enter the value you want to return if this field receives no data from Microsoft or has no corresponding field in Salesforce. Tip: To prevent errors, set default values for all required fields.
The Microsoft Co-Sell fields Deal Name, Customer Need, and Notes to Microsoft 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.
Continue this process until you’ve mapped all the required fields from Microsoft.
If you want to map optional fields from Microsoft as well, click Map optional customer fields. Then continue mapping each optional field that you want to track in Salesforce.
Once you are done mapping your fields, click Publish. 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.
Now that all your fields are mapped, test and make sure all your data is working correctly.
Create a test Microsoft 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, the Microsoft tab, and then click Co-sell with Microsoft.
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, return 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 the Tackle test account you used for your field mapper, if you aren’t in that environment already. To switch environments, click your Account in the left menu and then use the account picker to select your account.
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.
You can continue adjusting the field mapper in Tackle 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 Private 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.
In Tackle, go to the left menu and click Account Settings and then click the Salesforce Field Mapper tab.
Click the Offers tab, select the tab for the cloud marketplace you want, and then click the tab for the offer type you want. You’ll see a list of all the offers fields available to you for your selected cloud and offer type.
Tip: Hover over any field for a tooltip to learn more about what data that field contains.
Select any private offer field and then click the Salesforce field dropdown menu to view a list of all fields from your Salesforce Opportunity object, including all of the objects related to the Opportunity, like CPQ Quotes, and the Opportunity fields. Type the name of your field to filter the list of values and find it quickly. Note that nothing will appear until you start typing.
Note: If you're 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 private offer field. For a list of all private offer fields available to map and how you can map them, see recommended mapping.
In the Type column, you’ll see the type of data that your private offer 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 this field accepts default values, click the Default value dropdown menu and enter the value you want to return when this field has no corresponding field in Salesforce. To prevent errors, set default values for all required fields.
Continue this process until you’ve mapped each private offer field that you want to include.
When you're done mapping your fields, click Publish. Your mappings will then 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're not yet ready to publish your mappings.
After your fields are mapped, test and make sure all your data is working correctly.
Next step: Create a test direct or partner offer
Create a test direct or partner offer
Before you begin, you should have at least one listing in your Tackle production account that is eligible for private offers in the cloud you want and in a Published or Preview status.
Sign in to your Salesforce sandbox connected to your Tackle test account 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 or Create Microsoft Offer depending on the cloud marketplace you want.
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 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 these actions are submitting data to the actual cloud.
You can continue adjusting the field mapper and creating new test offers until everything is working as you expect. 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.