About these releases
Tackle has two separate managed packages and general releases for Salesforce. Learn more about release types and to know which package you’re currently using.
General releases
June 01, 2025
Microsoft Co-sell for Salesforce (Controlled Availability): Create, update, and close Microsoft co-sell opportunities directly from Salesforce. Benefits include:
Real-time data sync to ensure all co-sell pipeline activity reflects changes made in Microsoft Partner Center.
Updated Field Mapper to map any Salesforce field to Microsoft Co-sell records.
Automatic updates to your Estimated Revenue and Estimated Close Date Co-sell as you make updates to its associated Salesforce opportunity. Learn more about creating offers in Salesforce.
AWS Bulk Create Co-sells: Tackle for Salesforce (version 2.1 and higher) now supports bulk creation of AWS co-sell opportunities from within Salesforce. Create dozens (or hundreds) of co-sells at once without manual entry, ensure all your deals have the right information, and keep your co-sell data fresh and accurate as volume grows. Learn more about creating co-sell opportunties in bulk.
AWS Attribute Syncing Improvements: Tackle will queue changes for execution even if your co-sell is in a locked state, ensuring that these updates make it into ACE once your co-sell is ready to accept those changes. Tackle also now automatically moves your co-sell to its correct stage if it’s beyond the Prospect stage when you create it. Learn more about AWS attribute syncing.
Collaborate externally for your field mappings: You can now export all your Salesforce field mappings to a worksheet, making it easy to share and plan with your team before inputting them into Tackle. Access this new Export button in Account Settings > Field Mapper for any tab. Learn more about field mapping and best practices.
Easily see your version of Tackle for Salesforce: If you have Tackle for Salesforce installed and connected, you can navigate to the connection details page in either the Tackle platform Integrations page or Tackle for Salesforce to see the new Package version column.
May 01, 2025
Tackle for Salesforce General Availability now accessible for all customers.
Map your fields for AWS Partner Offers: You can now map additional fields in your Salesforce account related to AWS Partner Offers. The field mapper is accessed through your Tackle Platform.
Sync Salesforce field changes to Tackle: Manually trigger a sync of any field updates made to your Salesforce data by clicking the ‘Sync with Salesforce’ button at the top of the field mapper page in Tackle.
Packaged versions
Version 2.1
New and improved
Objects added to enable the future use of Microsoft Offers and Microsoft Co-Sell
Intelligence fields added for AWS Engagement score and the future use of MACC Program and Channel Propensity Score
Resources
Post-installation steps
To enable real-time attribute syncing:
Sign in to Salesforce. Click the gear icon in the top-right to access Salesforce Setup, then click Setup.
In the Quick Find box, search for "Flows", then click Flows under the Process Automation section.
Find the Tackle Sync flow, then click on the flow's name to open it.
Click Activate.
If you're upgrading from 2.0:
Follow the steps above to enable real-time attribute syncing, then return to the Quick Find box. Search for "Remote Site Settings", then click Remote Site Settings under the Security section.
Find the TackleAPI Remote Site Name, then click the Edit action.
If the Active checkbox isn't already checked, click to check it.
Version 2.0
Tackle for Salesforce Controlled Availability now accessible to select customers
This is a brand new managed package and is separate from the original (Legacy) Salesforce - Tackle integration, identified as Salesforce package versions 1.49 and earlier.
About this package
The current package version is 2.0.
Tackle for Salesforce is in Controlled Availability, which is a limited release. The app will be generally available to all customers in the coming months.
To request access to download the newest package, look for the ‘Request access’ button on your Integrations page🔗. If you don’t see that option, contact your Tackle representative. Learn more
If you are currently using the legacy app (versions 1.49 and earlier) and would like to upgrade to the latest experience, you will have to upgrade to Tackle for Salesforce and disconnect your current app’s implementation. Learn more
Highlights
Install and configure your app in under an hour: Our one-click connection ensures a fast and seamless setup, from downloading the app to adding the all-in-one Tackle widget to the Opportunity record page.
Fewer app upgrades required: Most future updates to the Tackle for Salesforce app will be pushed automatically to you, with much less time needed from your Salesforce admin.
Clearly view your connection status: View and manage your connection status and activity in both Salesforce and Tackle.
AWS Offers
Map your Salesforce fields to cloud fields for direct offers.
Create, amend, and import SaaS contract direct private offers.
Create and import SaaS contract partner private offers.
Create and import PayGo offers.
Test offer mappings and draft creation using your account’s Tackle test environment. Learn more
AWS Co-sell
Map all of your Salesforce fields to cloud fields for streamlined co-sell creation.
Test co-sell mappings and creation by using your account’s Tackle test environment.
Bulk link co-sells to Salesforce opportunities using the ACE API. Learn more
Attribute syncing for key fields: Estimated revenue, Close date, Stages.
Accept or reject invitations, link the created co-sell to a Salesforce opportunity after accepting the invitation, and view invitation activity.
Manage the lifecycle of your co-sells from Salesforce (Create, edit, close).
Auto-close (Closed-lost and Closed Won/Launched): Set your closed stages in the new field mapper and your co-sells will automatically close when your Salesforce opportunity closes.
Prospect
Auto-scoring: Set up rules in Tackle to have your opportunities scored automatically. Learn more
Bulk score as many accounts as you want (up to your limit).