Automating your AWS Marketplace co-sell workflows helps take your manual updates to "set it and forget it," enhancing your sales process. Complete the steps below to enable auto creation, auto syncing data, and auto closing for all your AWS co-sell opportunities.
Auto-create AWS co-sell opportunities from Salesforce
Automatically create AWS co-sell opportunities in the APN Customer Engagements (ACE) program when a Salesforce opportunity hits a stage you select. You’ll need to first enable auto-create in Tackle before you can use it.
To enable auto-create:
In Tackle, go to the left menu and click Account Settings.
Click the Co-Sell tab. The Co-Sell page opens to your cloud partners.
In the AWS section, go to Auto create and click the toggle to ON to enable auto-create.
The Auto create rules menu opens.
Select the sales stage you want to use to trigger an AWS co-sell. You can only select one.
When you’re done, click Save.
Tip: After you've saved, if you need to update the sales stage, click Manage rules. The Manage rules option is only accessible after selecting a sales stage.
Once you enable auto-create, any opportunity that hits your defined stage will auto-create an AWS co-sell opportunity in ACE.
Auto-sync Salesforce opportunity data to co-sell opportunities
Sync stages and important fields between Salesforce and AWS co-sell opportunities, keeping records up to date and error-free.
What’s synced automatically:
Sales stage
Target close date
Expected customer spend amount
To auto-sync data:
In Tackle, go to the left menu and click Account Settings.
Click Field mapper. The field mapper opens.
For Tackle objects, click Co-Sell and then click the AWS tab.
Map your Salesforce fields to the corresponding AWS fields.
Map your Salesforce stages to the corresponding AWS stages.
When all edits to the field mapper are complete, publish your mapping. Once the mapping is published, the stages and important fields will update on your co-sell automatically when changed.
Note
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
Instantly launch AWS co-sell opportunities in ACE when Salesforce deals move to Closed Won.
To set up auto-launch:
In Tackle, go to the left menu and click Account settings.
Click the Field mapper tab. The Field mapper page opens.
Map your Close Won opportunity stages in the Field mapper to the AWS Launched Sales stage to enable the automation.
Map any fields required for launching co-sells in the field mapper to ensure auto-launch automation works as expected (for example, ISVA/SRRP Close Won requirements; procurement type, customer software value, currency, contract date).
After you publish this mapping, the automation will be on and operational.
Auto-close AWS co-sell opportunities as Closed Lost from Salesforce
Automatically close AWS co-sell opportunities as Closed Lost when Salesforce opportunities move to Closed Lost.
To set up auto-close:
In Tackle, go to the left menu and click Account Settings.
Click Field mapper. The field mapper page opens.
Map your Closed Lost sales stage in the field mapper to the AWS Closed Lost sales stage for the automation to work.
Map any required fields (for example, Closed Lost reason).
After you publish, the AWS co-sell will close automatically when a Salesforce opportunity moves to Closed Lost.
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.