Tackle for Salesforce controlled availability release (version 2.0.0)
Tackle for Salesforce — our completely reimagined Salesforce app integration — is now available 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.
Important notes
The current package version is 2.0.0.
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).