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
Note
This feature is currently available for AWS Marketplace only.
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.
Tip: You can search or filter opportunities to select.
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 the cloud you want to use 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.