Preview feature
This feature is currently in preview and not yet accessible to all Tackle customers. For more information, contact [email protected].
You must link your co-sell opportunities to your Salesforce opportunities to ensure your AWS Marketplace co-sells are in sync with your Salesforce opportunities through unique IDs.
Note
If you're migrating to the new Tackle for Salesforce experience, relinking is necessary to ensure your co-sells align to the latest updates from Tackle and AWS. Once this process is finished you will see your co-sell opportunity information aligned to your salesforce opportunities.
Export existing IDs linking Salesforce opportunities to co-sells from Legacy Salesforce
You'll need to export existing IDs that link your Salesforce opportunities to your co-sell opportunities from the Legacy Salesforce app. Tackle recommends creating a report with Salesforce Report builder on the Tackle Co-Sell object with the following filters and fields:
Filters:
Cloud Partner = AWSCloud ID != ""Opportunity Id != “”
Fields:
Cloud ID
Opportunity ID
Bulk link or relink co-sell opportunities
When you're ready to upload your CSV file and start bulk linking or relinking:
Sign in to Tackle and go to Account Settings > Co-Sell > AWS: Bulk Link co-sell opportunities to Salesforce opportunities.
Drag and drop your CSV file or upload it from your computer.
Once you submit the file, the linking will occur automatically. You can track the progress of it in the table beneath the gray upload box.
Note: If an error occurs during bulk linking, Tackle will provide a link to an error report.
Once the process is finished, all existing co-sells will be linked again and the linked co-sells will show in the Tackle Widget in Salesforce.