Enable Tackle to auto launch or close your AWS Marketplace co-sell opportunities from Salesforce for you. Once you turn on this capability in Tackle, automatic updates occur when you close a Salesforce opportunity. This eliminates manual updates and ensures that every co-sell opportunity is always updated for your cloud partner seller.
Important
Currently, the following fields are automatically updated for AWS Co-Sell:
Target close date
Sales stage
Expected customer spend amount (amount in the Tackle field mapper)
Note: These three fields must be mapped in the field mapper for the automatic updates to work.
Tackle will only make automatic updates when AWS allows edits to the co-sell opportunity. If a change has been made while the AWS co-sell opportunity is not editable, Tackle will queue the change and update the co-sell opportunity once it’s in a state that AWS allows edits. For example, you cannot edit the co-sell opportunity when it is in Cloud review status.
You can view the last date the co-sell was updated in the Tackle for Salesforce view in the Salesforce opportunity.
Auto launch AWS co-sell opportunities from Salesforce
Enable Tackle to auto launch AWS co-sell opportunities from Salesforce when the attached Salesforce opportunity is moved to Closed Won.
Before you enable auto launch
Before you can enable auto launch, you must:
Map your Closed Won sales stage in the field mapper to the AWS Launched sales stage for the automation to work.
Map any fields required for launching co-sells in the field mapper to ensure auto-launch automation works as expected.
Note: If you complete the ISVA/SRRP fields when launching co-sells, you must map procurement type, customer software value, currency, and contract start and end dates in the field mapper or these fields will not be submitted automatically to ACE.
Auto launch a co-sell opportunity
Note: You must map your Closed Won sales stage in the field mapper to the AWS Launched sales stage for the automation to work.
In Tackle, go to the left menu and click Account settings.
Click the Field mapper tab.
Scroll down to the Stages field and click on the picklist icon.
Map your Close Won opportunity stage to the AWS launch stage.
ISVA/SRRP: ensure the required fields are mapped to ensure the automation runs successfully
Procurement type
Customer software value
Currency
Contract start and end dates
After you publish this mapping the automation will be on and operational.
Auto close AWS co-sell opportunities as Closed Lost from Salesforce
Enable Tackle to auto close AWS Marketplace co-sell opportunities as Closed Lost from Salesforce when the attached Salesforce opportunity is moved to Closed Lost.
Important
You must map your Closed Lost sales stage in the field mapper to the AWS Closed Lost sales stage for the automation to work.
To auto close an AWS co-sell opportunities as closed lost:
In Tackle, go to the left menu and click Account settings.
Click the Field mapper tab.
Scroll down to the Stages field and click on the picklist icon.
Map your Close Lost opportunity stage to the AWS Close Lost stage.
ISVA/SRRP: ensure the required fields are mapped to ensure the automation runs successfully
Close lost reason
After you publish this mapping, the automation will be on and operational.
Automation FAQs
When do co-sell automatic updates happen?
Tackle automatically looks for changes to any Salesforce co-sell opportunity that is linked to an AWS co-sell opportunity on an hourly basis. When a change is detected, Tackle will automatically queue a change for the AWS co-sell opportunity. If the AWS co-sell is in a mutable state, the update on the AWS co-sell opportunity will occur immediately. If the AWS co-sell is not in a mutable state, the change will be placed on a queue, and executed when the co-sell changes to a mutable state.