Important
Before you can create opportunities in bulk, you must have the
Field mapper completed first to create opportunities in bulk from Salesforce.
Salesforce permission Tackle for Salesforce - Full Access Co-sell to use this feature.
When you have a lot of co-sell opportunities to share with your cloud provider, you can use Tackle to share them all at once. This article will walk you through adding a new Bulk Create Co-sell button to your Opportunities page, then walk through the steps to use that button to create new co-sell opportunities in bulk.
Add a Bulk Create Co-sell button to your Opportunities list view
Important
You must be a Salesforce administrator to follow this section.
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 co-sell opportunities in bulk
In Salesforce, go to Opportunities.
Find the opportunities you want to share. You can use the filters for specific search results.
To select all the opportunities you want to create a co-sell for, click the checkbox to the right of the opportunity.
Click Co-sell: Bulk Submit to the Clouds.
A view will pop-up and ask you to confirm the number of opportunities and to which cloud.
Click Bulk create co-sells to submit. Tackle will begin sharing the selected opportunities with the cloud provider.
While the job is processing, you’ll be able to see which opportunities were successful and which ones encountered an error.
The most common causes or errors are the same as with single co-sell creation––they're usually missing or have mismatched information required by ACE. If you encounter an error:
Check the data used by Field mapper 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.