This data dictionary provides a description of each object and field used by the latest version of the Tackle for Salesforce app (2.2). We’ve provided it to help you understand how Tackle’s platform data maps to custom objects in Salesforce.
Data dictionary for previous versions
If you aren't up-to-date on the latest version of the Tackle for Salesforce integration, you can find a data dictionary for each version still supported by Tackle below:
This article is designed for Salesforce Admins, Architects, and Developers who need to:
Understand what data is available in Salesforce from Tackle
Configure Flows, Reports, and Automations based on this data
Extend or integrate with Tackle-managed object
For more details, see our related Tackle for Salesforce object schema.
Each section of this article details a custom object created by the Tackle for Salesforce AppExchange package. These represent different integration points between Tackle and Salesforce:
Tackle AWS Co-Sell Opportunity object
This object acts as the main record representing a co-sell engagement with AWS. It serves as the primary record for tracking AWS co-sell engagements, including deal registration, partner interactions, and status updates. It links to the associated Opportunity, and the AWS Co-sell Contact object.
For a description of each field, see this reference guide from Amazon: AWS Partner Central Data Types🔗.
Contains the following fields:
Salesforce field name | Salesforce API name | Salesforce data type (length) |
Additional Comments |
| LongTextArea (131072) |
AWS Created Date |
| DateTime |
AWS Last Modified Date |
| DateTime |
AWS Marketplace Offer Id |
| Text (255) |
AWS Partner Central Id |
| Text (255) |
AWS Summary Closed Lost Reason |
| Text (255) |
AWS Summary Next Steps |
| Text (255) |
AWS Summary Stage |
| Text (255) |
AWS Sales Life Cycle Closed Lost Reason |
| Text (255) |
AWS Sales Life Cycle Stage |
| Text (255) |
City |
| Text (255) |
Country |
| Text (255) |
Postal Code |
| Text (255) |
State/Province |
| Text (255) |
Address |
| Text (255) |
AWS Account Id |
| Text (255) |
Customer Company Name |
| Text (255) |
Customer Data Universal Number System |
| Text (255) |
Industry Vertical |
| Text (255) |
Industry Other |
| Text (255) |
Customer Website |
| Text (255) |
Expected Customer Spend Amount |
| Number |
Expected Customer Spend Currency |
| Text (255) |
Expected Customer Spend Frequency |
| Text (255) |
Has Cloud Errors |
| Checkbox |
Engagement Score |
| Text (255) |
Insights Next Best Actions |
| LongTextArea (131072) |
Review Status Reason |
| Text (255) |
Review Status |
| Text (255) |
Lifecycle Stage |
| Text (255) |
Target Close Date |
| Date |
Marketing Development Funds |
| Text (255) |
Marketing Campaign |
| Text (255) |
Opportunity Source |
| Text (255) |
Classified National Security Information |
| Text (255) |
Opportunity |
| Lookup, reference to: |
Opportunity Type |
| Text (255) |
Origin |
| Text (255) |
Primary Needs from AWS |
| Text (255) |
APN Programs |
| Text (255) |
Project Delivery Models |
| Text (255) |
Other Solution Description |
| Text (255) |
Related Opportunity Identifier |
| Text (255) |
Sales Activities |
| Text (255) |
Project Title |
| Text (255) |
Delivery Model |
| Text (255) |
Contract Start Date |
| Date |
Contract End Date |
| Date |
Customer Software Value |
| Number |
Currency |
| Text (255) |
Solutions Offered |
| Text (255) |
Archived Date |
| DateTime |
Tackle Created Date |
| DateTime |
Tackle Co-Sell Id |
| Text (255), ExternalId, unique, case sensitive |
Tackle Last Modified Date |
| DateTime |
The following fields are deprecated from this object in version 2.2:
Salesforce field name | Salesforce API name | Salesforce data type (length) |
(deprecated) AWS Created Date |
| Date |
(deprecated) AWS Last Modified Date |
| Date |
(deprecated) CRM Org Id |
| Text (255) |
(deprecated) Insights Next Best Actions |
| Text (255) |
(deprecated) Additional Comments |
| Text (255) |
(deprecated) Archived Date |
| Date |
(deprecated) Tackle Created Date |
| Date |
(deprecated) Tackle Last Modified Date |
| Date |
Tackle AWS Co-Sell Contact object
This object represents your contacts related to the co-sell engagements. It stores customer, seller, and AWS contacts involved in a co-sell opportunity. This object ensures that key stakeholders (such as internal sales teams, AWS marketplace representatives, and customer decision-makers) are properly associated with the Tackle AWS Co-sell Opportunities.
Contains the following fields:
Salesforce field | Salesforce API name | Salesforce data type (length) |
Business title |
| Text (255) |
Detail type |
| Text (255) |
| Text (255) | |
First name |
| Text (255) |
Last name |
| Text (255) |
Phone |
| Text (255) |
Tackle AWS Co-sell Opportunity |
| Lookup, required field, reference to: |
Tackle AWS Invitation object
This object represents invitation records initiated by AWS. For a description of each field, see this reference guide from Amazon: AWS Partner Central Data Types🔗.
Contains the following fields:
Salesforce field | Salesforce API name | Salesforce data type (length) |
AWS Invitation Id |
| Text (255) |
Engagement title |
| Text (255) |
Expiration date |
| DateTime |
Invitation date |
| DateTime |
Target completion date |
| Date |
Business problem |
| Text (255) |
Project title |
| Text(255) |
Customer Company Name |
| Text (255) |
Customer Country |
| Text (255) |
Customer Industry |
| Text (255) |
Customer Website URL |
| Text (255) |
Sender AWS account Id |
| Text (255) |
Sender company name |
| Text (255) |
Status |
| Text (255) |
Tackle Id |
| Text (255), ExternalID, unique, case sensitive |
The following fields are deprecated from this object in version 2.2:
Salesforce field name | Salesforce API name | Salesforce data type (length) and notes |
(deprecated) Expiration Date |
| Date |
(deprecated) Invitation Date |
| Date |
Tackle AWS Offers object
This object represents private offer records created in AWS.
Contains the following fields:
Salesforce field name | Salesforce API name | Salesforce data type (length) and notes | Description |
ABO Source Tackle Offer Id |
| Text (255) | Offer ID of active agreement to be modified by this offer. Agreement is not modified until a new offer is accepted. |
Archived Date Time |
| DateTime | Timestamp when the offer was archived in AWS. |
Archived |
| Checkbox | Indicates if the offer has been archived in AWS. Example values: true, false. |
Availability End Date |
| Date | The deadline for the buyer to accept this offer. |
AWS Created Date |
| DateTime | Timestamp when the offer was created in AWS. |
AWS Offer Id |
| Text (255) | Offer ID that AWS issues to the offer when created in the marketplace. |
Buyer AWS Account Id |
| Text (255) | The AWS Account ID of the buyer. |
Company Name |
| Text (255) | The name of the company that this offer is for. |
Contract Start Date |
| Date | Timestamp when the agreement starts ( |
Currency Code |
| Text (255) | ISO 4217 currency codes for financial information used in reporting. Example values: USD, AUD, EUR. |
Draft Created Date |
| DateTime | Timestamp when the offer draft was created in Tackle. |
Duration Months |
| Text (255) | The duration in months of the contract created by accepting this offer. Will be empty for PayGo offers. |
Eula Type |
| Text (255) | Type of EULA. Example values: aws-standard, public, custom or existing (ABO only). |
Marketplace Fee |
| Number | User-inputted value that is used in the net amount calculation. |
Net Amount |
| Number | The net amount of this offer, calculated utilizing the marketplace fee field. |
Offer Accepted Date |
| Date | Date that AWS Offer was accepted (acceptanceTime on the agreement). |
Offer Description |
| Text (255) | The description of the offer. |
Offer Name |
| Text (255) | The name of the private offer. |
Offer Status |
| Text (255) | Offer Statuses. Example values: draft, created in marketplace, sent, read, viewed, accepted. |
Offer Type |
| Text (255) | Type of offer. Example values: direct, partner_resale. |
Offer Viewed Date |
| DateTime | Timestamp when the buyer views the offer in the marketplace. |
Opportunity |
| Lookup, reference to: | Related Salesforce Opportunity (nullable when not present in Tackle or SFDC). |
Product Name |
| Text (255) | Name of the product listing for the offer. |
Purchase Instructions Read Date |
| DateTime | Timestamp when the buyer opened the purchase instructions. |
Purchase Instructions Sent Date |
| DateTime | Timestamp when the purchase instructions were sent to the buyer. |
Renewal |
| Checkbox | Indicates if the offer is a renewal or not. Example values: true, false. |
Reseller AWS Account Id |
| Text (255) | Partner AWS Account Id that will extend the offer to the buyer. |
Reseller Contract Type |
| Text (255) | Only available for Partner Offers. Example values: standard, custom. |
Reseller Name |
| Text (255) | Partner name that will extend the offer to the buyer. |
Tackle Created By |
| Text (255) | User who created the offer. |
Tackle Last Modified By |
| Text (255) | Last user to modify the offer. |
Tackle Id |
| Text (255), ExternalID, unique, case sensitive | Unique internal Tackle identifier for each offer. |
Tackle Product Type |
| Text (255) | Product type of the offer. Example values: paygo, contract, contract+consumption. |
TCV Gross Amount |
| Number | Total contract value of offer. |
Usage |
| Checkbox | Indicates if the offer is meterable. Example values: true, false. |
Vendor ID |
| Text (255) | The Tackle vendor account used to create the offer. |
The following fields are deprecated from this object in version 2.2:
Salesforce field name | Salesforce API name | Salesforce data type (length) and notes | Description |
(deprecated) AWS Created Date |
| Date | Timestamp when the offer was created in AWS. |
(deprecated) Draft Created Date |
| Date | Timestamp when the offer draft was created in Tackle. |
(deprecated) FDA End Date |
| Date | The end date of the contract created by accepting this private offer. Only relevant to future dated agreements and pay as you go offers. |
(deprecated) FDA Start Date |
| Date | The start date of the contract created by accepting this private offer. Only relevant to future dated agreement offers. |
(deprecated) Offer Viewed Date |
| Date | Timestamp when the buyer views the offer in the marketplace. |
(deprecated) Purchase Instructions Re... |
| Date | Timestamp when the buyer opened the purchase instructions. |
(deprecated) Purchase Instructions Se... |
| Date | Timestamp when the purchase instructions were sent to the buyer. |
Tackle Buyer Signals
This Object represents your Tackle Marketplace scores, a feature tracking each Opportunity’s propensity to buy per Cloud Marketplace. This Object provides insights on potential sales opportunities within AWS, Azure, and other cloud marketplaces.
Contains the following fields:
Salesforce field name | Salesforce API name | Salesforce data type (length) and notes | Description |
Account |
| Lookup, reference to: | The Account related to the Buyer Signals record. Determined by the Website value on that Account. |
AWS Engagement Score |
| Text (255) | The AWS engagement score. |
AWS Prospect Score |
| Text (255) | The AWS prospect score. |
Channel Propensity Score |
| Text (255) | The channel propensity score. |
Domain |
| Text (255) | The domain used to generate the score. |
Google Prospect Score |
| Text (255) | The Google prospect score. |
MACC Program |
| Text (255) | Microsoft Azure Consumption Commitment. |
Microsoft Prospect Score |
| Text (255) | The Microsoft prospect score. |
Tackle Buyer Signals Id |
| Text (255), ExternalID, unique, case sensitive | The unique value Tackle assigns to the Tackle Buyer Signals record. |
Tackle GCP Offer object
This object represents private offer records created through Google Cloud (GCP).
Contains the following fields:
Salesforce field name | Salesforce API name | Salesforce data type (length) and notes |
Archived Date Time |
| DateTime |
Archived |
| Checkbox |
Company Name |
| Text (255) |
Contract End Date |
| Date |
Contract Start Date |
| Date |
Draft Created Date Time |
| DateTime |
Duration Months |
| Text (255) |
Eula Type |
| Text (255) |
GCP Billing Account Id |
| Text (255) |
GCP Created Date Time |
| DateTime |
GCP Deal Type |
| Text (255) |
GCP Offer Id |
| Text (255) |
Marketplace Fee |
| Number |
Net Amount |
| Number |
Offer Acceptance Deadline |
| DateTime |
Offer Accepted Date Time |
| DateTime |
Offer External Notes |
| TextArea |
Offer Internal Notes |
| LongTextArea (32768) |
Offer Name |
| Text (255) |
Offer Status |
| Text (255) |
Offer Type |
| Text (255) |
Offer Viewed Date Time |
| DateTime |
Opportunity |
| Lookup |
Product Name |
| Text (255) |
Purchase Instructions Read Date Time |
| DateTime |
Purchase Instructions Sent Date Time |
| DateTime |
Tackle Created By |
| Text (255) |
Tackle Id |
| Text (255) |
Tackle Last Modified By |
| Text (255) |
Tackle Product Type |
| Text (255) |
TCV Gross Amount |
| Number |
Usage |
| Checkbox |
Vendor Id |
| Text (255) |
Tackle GCP Opportunity object
This object stores customer, seller, and contacts involved in an opportunity pursued through Google Cloud (GCP).
Contains the following fields:
Salesforce field name | Salesforce API name | Salesforce data type (length) and notes | Description |
Create Date Time |
| DateTime | Timestamp when the Opportunity was created. |
Customer Info Contact Phone E164 Number |
| Text (255) | Customer phone number (relaxed ITU E.164, no additional spaces or formatting). Formatted as follows:
Leading plus sign ('+'), country calling code (1 to 3 digits), subscriber number. |
Customer Info Contact Phone Extension |
| Text (255) | The customer phone number extension. Not standardized in ITU recommendations. Must be a series of numbers with a maximum length of 40 digits. |
Customer Info Contact Phone Short Number |
| Text (255) | Phone number short code digits, without a leading plus ('+') or country calling code. For example "611". |
Customer Info Contact Phone Short Region |
| Text (255) | Phone number BCP-47 region code of the location where calls to this short code can be made. Examples: "US", "BB". |
Customer Info Details Address Admin Area |
| Text (255) | Highest administrative subdivision used for postal addresses of a country or region. Examples: state, province, oblast, prefecture. |
Customer Info Details Address Lines |
| LongTextArea (131072) | Customer’s address, lower levels (unstructured). |
Customer Info Details Address Locality |
| Text (255) | City or town portion of the customer’s address. Examples: US city, IT comune, UK post town. |
Customer Info Details Address PostalCode |
| Text (255) | Postal code of the customer’s address. |
Customer Info Details Address RegionCode |
| Text (255) | CLDR region code of the country/region of the address. |
Customer Info Details Domain |
| Text (255) | Customer's primary website domain. Available in Limited view. |
Customer Info Details Employee Count |
| Number | Customer’s workforce size. |
Customer Info Details Industry |
| Text (255) | Customer's Primary Industry. |
Customer Info Details Organization Name |
| Text (255) | Name of the Customer Organization. |
Customer Info Region |
| Text (255) | Geographical region where the end customer is located Note: Partner needs to have Sell authorization in this region to qualify for deal registration incentives. |
Has Cloud Errors |
| Checkbox |
|
Isv Solution Info Connect Deal |
| Checkbox | Is the deal an ISV solution connect deal? |
Isv Solution Info Contract Vehicle |
| Text (255) | Contract Vehicle. |
IsvSolutionInfo CustomerContactRequested |
| Checkbox | Has customer requested to be contacted? |
Isv Solution Info Delivery Model |
| Text (255) | Delivery Model. |
Isv Solution Info Next Steps |
| Text (255) | Next Step. Only available for ISV Opportunities. Summarizes between the ISV and Google what the next action is on and who should take it. |
Isv Solution Info Notes |
| LongTextArea (131072) | Notes. Only available for ISV Opportunities. ISV and Google use this field to keep each other up to date on selling activity to the customer. |
Isv Solution Info Support Level |
| Text (255) | Support Level. |
Name |
| Text (255) | Identifier. Resource name of an Opportunity in the form: |
Opportunity Info Confidential |
| Checkbox | Flag to identify if the Opportunity is confidential and needs to have restricted access. |
Opportunity Info Description |
| Text (255) | Opportunity description. |
Opportunity Info Display Name |
| Text (255) | Display name for the Opportunity. |
Opportunity Info Partner Entity |
| Text (255) | If a 2-tier deal provide the Indirect Reseller involved. Format: |
Opportunity Info Product Category |
| Text (255) | Product Category the Opportunity belongs to. Required for non-ISV Opportunities. For ISV Solution Connect, the Product Category should be empty. |
Opportunity Info Product Family |
| Text (255) | Product Family the Opportunity belongs to. Required for ISV Solution Connect Opportunity. For Non-ISV Opportunities this is derived from the Product Category. |
Opportunity Type |
| Text (255) | Indicates if the opportunity is an Regular/Independent Software Vendor/2-tier deal. |
Opportunity |
| Lookup, reference to: | Related Salesforce Opportunity (nullable when not present in Tackle or SFDC). |
Partner Info Contract Expiry Date |
| Date | Contract expiration date (UTC). |
Partner Info Distributor |
| Text (255) | Distributor in case of 2-tier deals. Format: |
Partner Info Gcp Project Numbers |
| Text (255) | Google Cloud project numbers. |
Partner Info Sub Billing Account Id |
| Text (255) | Cloud Billing subaccount ID. |
Qualification Info Budget |
| Text (255) | Budget for this opportunity. |
Qualification Info Campaign Code |
| Text (255) | Campaign name for the selected customer's region and products. |
Qualification Info Contract Length |
| Number | Contract terms in months. |
Qualification Info Deal Number |
| Text (255) | System generated unique deal identifier. |
Qualification Info DealSize CurrencyCode |
| Text (255) | Three-letter currency code (ISO 4217). |
Qualification Info Deal Size Units |
| Text (255) | The whole units of the amount. |
Qualification Info Decision Phase |
| Text (255) | Decision Phase. |
Qualification Info Estimated Close Date |
| Date | Target deal close date (UTC). |
Qualification Info Operation Type |
| Text (255) | Transaction Operation type for which the Opportunity is being created. |
Qualification Info Public Sector |
| Checkbox | Whether or not the customer is a public sector organization that requires competing offers from multiple vendors. |
Qualification Info Quantity |
| Number | Number of seats or licenses. |
Source |
| Text (255) | Represents if the Opportunity was created by Google or by Partner. Available in Limited view. |
Stage |
| Text (255) | The sales stage that the Opportunity is in. |
State |
| Text (255) | State the Opportunity is in. |
Tackle Archived Date Time |
| DateTime | Timestamp when the opportunity was archived in Google Cloud. |
Tackle Created Date |
| DateTime | Timestamp when the opportunity was created in Google Cloud. |
Tackle Co-Sell ID |
| Text (255) | Tackle's globally unique Co-sell opportunity identifier |
Tackle Last Modified Date |
| DateTime | Timestamp when the opportunity was last modified in Google Cloud. |
Update Date Time |
| DateTime | Timestamp when the Opportunity was last updated. |
Tackle MSFT Offer object
This object represents private offer records created in Microsoft commercial marketplace.
Contains the following fields:
Salesforce field name | Salesforce API name | Salesforce data type (length) and notes | Description |
Availability End Date |
| Date | Deadline for the buyer to accept this offer. |
Archived Date Time |
| DateTime |
|
Archived |
| Checkbox |
|
Billing Term Frequency |
| Number | Length of the subscription in terms of months or years as defined by the Billing Term Type. |
Billing Term Type |
| Text (255) | Billing term in years or months. |
Company Name |
| Text (255) | Name of the company that this offer is for. |
Draft Created Date |
| DateTime | Timestamp when the offer draft was created in Tackle. |
Est Max Gross Amount |
| Number | Estimated maximum gross amount for this offer. |
Est Max Net Amount |
| Number | Estimated maximum net amount for this offer. |
Est Min Gross Amount |
| Number | Estimated minimum gross amount for this offer. |
Est Min Net Amount |
| Number | Estimated minimum gross amount for this offer. |
Marketplace Fee |
| Number | User-inputted value used in the net amount calculation. |
MSFT Billing Account Id |
| Text (255) | The MSFT Billing Account ID of the buyer. |
MSFT Created Date |
| DateTime | Timestamp when the offer was created in MSFT Marketplace. |
MSFT Offer Id |
| Text (255) | Offer ID that MSFT issues to the offer when created in the marketplace. |
Net Amount |
| Number | Net amount of this offer, calculated utilizing the marketplace fee field. |
Offer Accepted Date |
| DateTime | Date the MSFT Offer was accepted. |
Offer Description |
| Text (255) | Description of the offer. |
Offer Name |
| Text (255) | Name of the private offer. |
Offer Status |
| Text (255) | Offer Statuses. Example values: draft, created in marketplace, sent, read, viewed, accepted. |
Offer Type |
| Text (255) | Type of offer. Example values: direct, partner_resale. |
Offer Viewed Date |
| DateTime | Timestamp when the views the offer in the marketplace. |
Opportunity |
| Lookup, reference to: | Related Salesforce Opportunity (nullable when not present in Tackle or SFDC). |
Payment Frequency |
| Text (255) | Frequency of payments, either one-time, per-year, or per-month. |
Pricing End Date |
| Date | End date of the private offer pricing availability. The Buyer must subscribe before this date in order to get access to the special pricing in this private offer. |
Pricing Start Date |
| Date | Start date of the private offer pricing availability. The Buyer must subscribe after this date in order to get access to the special pricing in this private offer. |
Pricing Start On |
| Text (255) | Determines if the private offer pricing will be available on acceptance or at a future custom start date. |
Pricing Type |
| Text |
|
Product Name |
| Text (255) | Name of the product used on the private offer. |
Purchase Instructions Read Date |
| DateTime | Timestamp when the buyer opened the purchase instructions. |
Purchase Instructions Sent Date |
| DateTime | Timestamp when the purchase instructions were sent to the buyer. |
Renewal |
| Checkbox | Indicates if the offer is a renewal or not. Example values: true, false. |
Reseller MSFT Account Id |
| Text (255) | The MSFT account ID of the reseller if the offer type is a partner offer. |
Reseller Name |
| Text (255) | The MSFT reseller name if the offer type is a partner offer. |
Subscribed At |
| DateTime | Timestamp when the buyer created their subscription tied to this private offer. |
Tackle Created By |
| Text (255) | User who created the offer. |
Tackle Id |
| Text (255), ExternalID, unique, case sensitive | Unique internal Tackle identifier for each offer. |
Tackle Last Modified By |
| Text (255) | Last user to modify the offer. |
Tackle Product Type |
| Text (255) | Product type of the offer. Example values: saas, ami, vm, professional services. |
TCV Gross Amount |
| Number | Total contract value of offer. |
Usage |
| Checkbox | Indicates if the offer is meterable. Example values: true, false. |
User Limits Max |
| Number |
|
User Limits Min |
| Number |
|
Vendor ID |
| Text (255) | Tackle vendor account used to create the offer. |
Tackle MSFT Referral Contact object
This object refers to the contact information for your Microsoft co-sell referrals It stores customer, seller, and Microsoft contacts involved in a co-sell opportunity. This object ensures that key stakeholders (such as internal sales teams, Microsoft representatives, and customer decision-makers) are properly associated with the Tackle MSFT Referral.
Contains the following fields:
Salesforce field name | Salesforce API name | Salesforce data type (length) and notes | Description |
| Text (255) | The contact's email address associated with the referral. | |
First Name |
| Text (255) | The referral contact's first name. |
Last Name |
| Text (255) | The referral contact's last name. |
Phone |
| Text (255) | The contact's phone number associated with the referral. |
Tackle MSFT Referral |
| Lookup, reference to: | Associates contact record with the main referral object. |
Tackle MSFT Referral object
This object acts as the main record representing a co-sell engagement with Microsoft. It serves as the primary record for tracking Microsoft co-sell referral engagements, including deal registration, partner interactions, and status updates. It links to the associated Opportunity, MSFT Referral Contact, and MSFT Related Referral object.
Contains the following fields:
Salesforce field name | Salesforce API name | Salesforce data type (length) and notes | Description |
Marketing Campaign ID |
| Text (255) | ID of a marketing campaign that resulted in the deal. This field can help you to track the ROI of a campaign if you tag all the deals originating from the campaign with the same ID. |
Customer Profile Address City |
| Text (255) | Customer city. |
Customer Profile Address Country |
| Text (255) | Customer country/region. |
Customer Profile Address Line 1 |
| Text (255) | Customer address line 1. |
Customer Profile Address Line 2 |
| Text (255) | Customer address line 2. |
Customer Profile Address Postal Code |
| Text (255) | Customer ZIP or postal code. |
Customer Profile Address Region |
| Text (255) | Customer region. |
Customer Profile Address State |
| Text (255) | Customer state or province. |
Customer Profile IDs |
| Text (255) | One or more external IDs associated with the customer profile (external, DUNS, moody, etc). |
Customer Profile Is MACC Eligible |
| Checkbox | Indicates Microsoft Azure Consumption Commitment eligibility. |
Customer Profile Name |
| Text (255) | Organization name of the customer. |
Estimated Close Date |
| Date | Date the customer wants to close by. |
Details Currency |
| Text (255) | Currency symbol for the deal (ISO 4217 standard). |
Details Deal Value |
| Number | Value of the referral. |
Details Notes |
| LongTextArea (131072) | More notes for the receiving organization, including details about the deal. |
Details Customer Marketplace Intent |
| Text (255) | Customer’s intent to transact on Microsoft marketplace. |
Details Solution Area |
| Text (255) | Used to identify the customer's objectives in the opportunity and help identify the MSFT seller for collaboration. |
Details Solution Play |
| Text (255) | Used to identify the customer's objectives in the opportunity and help identify the MSFT seller for collaboration. |
Referral Origin |
| Text (255) | Represents whether the deal is Incoming or Outgoing. |
Has Cloud Errors |
| Checkbox |
|
Invite Assistance Request Code |
| Text (255) | Type of assistance being requested. |
Invite From Organization ID |
| Text (255) | Organization ID that sent the referral. |
Invite From Organization Name |
| Text (255) | Organization name that sent the referral. |
Invite Notes |
| LongTextArea (131072) | Notes related to the invite context or partner collaboration. |
MPN ID |
| Text (255) | Microsoft Partner Network ID / Microsoft AI Cloud Partner Program ID. |
MSFT Accepted Date |
| DateTime | Timestamp when the referral was accepted (if accepted). |
MSFT Closed Date |
| DateTime | Timestamp when the referral was closed (if closed). |
MSFT Created Date |
| DateTime | Timestamp when the referral was created by MSFT. |
MSFT Expiration Date |
| DateTime | Timestamp when the MSFT referral expires. |
MSFT Referral Id |
| Text (255) | External referral ID from Partner Center or external system. |
MSFT Updated Date |
| DateTime | Timestamp when the referral was updated by MSFT. |
Deal Name |
| Text (255) | Full referral name. |
Opportunity |
| Lookup, reference to: | Salesforce Opportunity that the MSFT Referral is associated with. |
Sales Stage |
| Text (255) | The sales stage in the deal life cycle. |
Solution IDs |
| Text (255) | One or more IDs associated with the solution(s). |
Status Reason |
| Text (255) | A descriptive message about the status. Example: Why was the referral lost? |
Status |
| Text (255) | High-level referral status. Example values: new, active, closed. |
Substatus |
| Text (255) | Granular referral status. Example values: accepted, won, lost, expired. |
Tackle Archived Date |
| DateTime | Archival date of the MSFT referral in Tackle. |
Tackle Classification |
| Text (255) | Referral classification. Example values: private, partner to partner (P2P), partner led, co-sell. |
Tackle Created Date |
| DateTime | Timestamp when the MSFT referral was created in Tackle. |
Deal Type |
| Text (255) | The referral deal type. Example values: IP-cosell, services, OEMIot. |
Tackle Referral Id |
| Text (255), ExternalID, unique, case sensitive | Tackle's globally unique referral identifier. |
Tackle Last Modified Date |
| DateTime | Timestamp when the MSFT referral was last modified in Tackle. |
Tackle MSFT Related Referral object
This object acts as a status record for your Microsoft co-sell related referrals.
Contains the following fields:
Salesforce field name | Salesforce API name | Salesforce data type (length) and notes | Description |
Details Closing Date |
| Date | Date the customer wants to close by. |
Details Currency |
| Text (255) | Currency symbol for the deal (ISO 4217 standard). |
Details Deal Value |
| Number | Value of the referral. |
Details Notes |
| LongTextArea (32768) | More notes for the receiving organization including details about the deal. |
Invite Assistance Request Code |
| Text (255) | Assistance request code for the referral. |
MPN ID |
| Text (255) | Microsoft Partner Network ID / Microsoft AI Cloud Partner Program ID. |
MSFT Referral Id |
| Text (255), required field, ExternalID, unique | External related referral ID from Partner Center or external system. |
MSFT Updated Date |
| DateTime | Timestamp when the referral was updated by MSFT. |
Deal Name |
| Text (255) | Full related referral name. |
Organization ID |
| Text (255) | External organization ID. |
Organization Name |
| Text (255) | Display name of the organization. |
Status Reason |
| Text (255) | A descriptive message about the status. Example: Why was the referral lost? |
Status |
| Text (255) | High-level referral status. Example values: new, active, closed. |
Substatus |
| Text (255) | More granular referral status. Example values: accepted, won, lost, expired. |
Tackle MSFT Referral |
| Lookup, reference to: | Associates this record with the main referral object. |