Important
Before you can create opportunities in bulk, you must have:
Field mapper completed and published to create opportunities in bulk from Salesforce
Connected to a cloud marketplace for which you want to bulk create co-sells
Salesforce permission Tackle for Salesforce - Full Access Co-sell to use this feature
When you have numerous co-sell opportunities to share with your cloud provider, you can create co-sells and share them all at once. Complete the prerequisite below to add a new Bulk Create Co-sell button to your Opportunities page and then use that button to create new co-sell opportunities in bulk from the Tackle for Salesforce experience.
Add a Bulk Create Co-sell button to your Opportunities list view in Salesforce
Important
You must be a Salesforce administrator to complete this prerequisite for any cloud marketplace.
In Salesforce, then click the gear icon to open the Setup menu, then click Setup.
Click the Object Manager tab, then use the Quick Find search bar to search for “Opportunity”. Select the Opportunity object from the search results.
In the left menu, click List View Button Layout. Click the ▾ arrow icon in the Buttons Displayed column, then click Edit.
In the Custom Buttons section, click Bulk Create Co-sell from the Available Buttons list, then click the ► Add arrow icon to add it to your Opportunity object.
When you’re finished, click Save.
Now when you return to your Opportunities object, you’ll see a new Bulk Create Co-sell button on your Opportunities list view.
Create AWS co-sell opportunities in bulk from Salesforce
Important
Before you can bulk create AWS co-sells, ensure you have met these prerequisites:
Completed and published the Field mapper to create opportunities in bulk from Salesforce
Connected to the AWS Marketplace
Salesforce permission Tackle for Salesforce - Full Access Co-sell to use this feature
In Salesforce, go to Opportunities.
Select the checkbox for all the AWS co-sell opportunities you want to create a co-sell for and click Bulk Create Co-sell.
Note: Salesforce allows you to select up to 200 opportunities at once.
A Select a cloud menu opens. Here you’ll see a tally for all the opportunities selected.
Tip: You can also click View all jobs to view a list of all bulk create jobs previously created. Click any job on the list to view results. Click < Back to opportunities at the top left to return to the Opportunities page.
Select AWS to bulk create co-sells and click Continue.
The Bulk create co-sells page opens. You can view your co-sells created in bulk and details, including the number of drafts open, co-sells already submitted, and any errors.
Note: The most common causes or errors can include missing or mismatched information required by ACE. If you encounter an error:Check the data used by Field mapper in Tackle to create the co-sell opportunity and edit any fields that may not align with ACE requirements.
If required, review or adjust your field mappings to ensure accuracy.
To review an opportunity created, click View co-sell. The co-sell details page opens.
Create Microsoft co-sell referrals in bulk from Salesforce
Preview feature
This feature is currently in Controlled Availability and only accessible to limited Tackle customers. To opt in or for more information, contact [email protected].
Important
Before you can bulk create Microsoft co-sells, ensure you have met these prerequisites:
Completed and published the Field mapper to create opportunities in bulk from Salesforce
Connected to the Microsoft commercial marketplace
Have the Salesforce permission Tackle for Salesforce - Full Access Co-sell to use this feature
Bulk create Microsoft co-sell referral drafts you can review and then submit to the Microsoft commercial marketplace when you’re ready.
In Salesforce, go to Opportunities.
Select the checkbox for all the opportunities you want to create a co-sell for and click Bulk Create Co-sell.
Note: Salesforce allows you to select up to 200 opportunities at once.
A Select a cloud menu opens. Here you’ll see a tally showing the number of opportunities you selected.
Tip: As an option, you can click View all jobs to view a list of all bulk jobs previously created. Click any job on the list to view results. Click Salesforce opportunities at the top of the page to return to the Opportunities page.
Select Microsoft to bulk create co-sell drafts and click Continue.
The Bulk create co-sells page opens. The job status appears at the top as Ready for review. You can view all referrals created for the job, including which are pending, need review, are submitted, and have any errors.
Click the co-sell referral draft you want to review. The draft opens to the co-sell form.
Review or edit the information, including customer details. When you bulk create Microsoft co-sell referrals, Tackle will automatically select the best customer match for you based on previous co-sell referral data used for the same customer and / or your mappings for Microsoft account ID in Field Mapper.
If the auto-match is incorrect, click Search again to manually search and select a different Microsoft account.
The Add customer menu opens. You can click the Microsoft managed or Microsoft unmanaged tabs to view any matches found and then click Add to replace the existing selection. The Best matches tab shows the auto-match that Tackle selected for you.
For a general search, click Search again and enter keywords. Tackle will provide results based on the information provided.
Note: If the initial search yields no match, click Add customer to manually search or enter customer information. You can search by company name or Microsoft Account ID, and / or filter by location. Click Add to select and add to customer details.
When you’re done reviewing, click Save draft to save any changes. If you’re ready to submit, click Submit to cloud.
After you submit to the Microsoft commercial marketplace, you’ll be redirected to the referral details page. You can review your submission, including complete the actions you can do when submitting individual co-sell referrals (except clone a referral), or click Bulk create co-sells to return to the Bulk create co-sells page.
On the Bulk create co-sells page, you can track your recent submission(s) and / or review and submit the rest of your bulk created co-sell referral drafts for that specific job. To continue reviewing and submitting, click the next co-sell referral draft on the list and repeat the review and submission process.
After you’ve reviewed and submitted all the drafts in the job, the job status at the top will show as Complete.
You can click Tackle jobs at the top of the Bulk create co-sells page to return to the Tackle Jobs page and track the status there.