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Tackle for Salesforce data dictionary

For developers and administrators, a list of every object and field used in the Tackle for Salesforce integration.

Steve Stormoen avatar
Written by Steve Stormoen
Updated over a week ago

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

AdditionalComments__c

LongTextArea (131072)

AWS Created Date

AwsCreatedDateTime__c

DateTime

AWS Last Modified Date

AwsLastModifiedDateTime__c

DateTime

AWS Marketplace Offer Id

AwsMarketplaceOffers__c

Text (255)

AWS Partner Central Id

AwsOpportunityExternalId__c

Text (255)

AWS Summary Closed Lost Reason

AwsOpportunitySummaryClosedLostReason__c

Text (255)

AWS Summary Next Steps

AwsOpportunitySummaryNextSteps__c

Text (255)

AWS Summary Stage

AwsOpportunitySummaryStage__c

Text (255)

AWS Sales Life Cycle Closed Lost Reason

AwsSalesLifeCycleClosedLostReason__c

Text (255)

AWS Sales Life Cycle Stage

AwsSalesLifeCycleStage__c

Text (255)

City

CustomerAccountAddressCity__c

Text (255)

Country

CustomerAccountAddressCountryCode__c

Text (255)

Postal Code

CustomerAccountAddressPostalCode__c

Text (255)

State/Province

CustomerAccountAddressStateOrRegion__c

Text (255)

Address

CustomerAccountAddressStreetAddress__c

Text (255)

AWS Account Id

CustomerAccountAwsAccountId__c

Text (255)

Customer Company Name

CustomerAccountCompanyName__c

Text (255)

Customer Data Universal Number System

CustomerAccountDuns__c

Text (255)

Industry Vertical

CustomerAccountIndustry__c

Text (255)

Industry Other

CustomerAccountOtherIndustry__c

Text (255)

Customer Website

CustomerAccountWebsiteUrl__c

Text (255)

Expected Customer Spend Amount

ExpectedCustomerSpendAmount__c

Number

Expected Customer Spend Currency

ExpectedCustomerSpendCurrencyCode__c

Text (255)

Expected Customer Spend Frequency

ExpectedCustomerSpendFrequency__c

Text (255)

Has Cloud Errors

HasCloudErrors__c

Checkbox

Engagement Score

InsightsEngagementScore__c

Text (255)

Insights Next Best Actions

InsightsNextBestActionsLong__c

LongTextArea (131072)

Review Status Reason

LifeCycleReviewStatusReason__c

Text (255)

Review Status

LifeCycleReviewStatus__c

Text (255)

Lifecycle Stage

LifeCycleStage__c

Text (255)

Target Close Date

LifeCycleTargetCloseDate__c

Date

Marketing Development Funds

MarketingAwsFundingUsed__c

Text (255)

Marketing Campaign

MarketingCampaignName__c

Text (255)

Opportunity Source

MarketingSource__c

Text (255)

Classified National Security Information

NationalSecurity__c

Text (255)

Opportunity

OpportunityCrmId__c

Lookup, reference to: Opportunity, relationship name: Opportunities

Opportunity Type

OpportunityType__c

Text (255)

Origin

Origin__c

Text (255)

Primary Needs from AWS

PrimaryNeedsFromAws__c

Text (255)

APN Programs

ProjectApnProgram__c

Text (255)

Project Delivery Models

ProjectDeliveryModels__c

Text (255)

Other Solution Description

ProjectOtherSolutionDescription__c

Text (255)

Related Opportunity Identifier

ProjectRelatedOpportunityIdentifier__c

Text (255)

Sales Activities

ProjectSalesActivities__c

Text (255)

Project Title

ProjectTitle__c

Text (255)

Delivery Model

SoftwareRevenueDeliveryModel__c

Text (255)

Contract Start Date

SoftwareRevenueEffectiveDate__c

Date

Contract End Date

SoftwareRevenueExpirationDate__c

Date

Customer Software Value

SoftwareRevenueValueAmount__c

Number

Currency

SoftwareRevenueValueCurrencyCode__c

Text (255)

Solutions Offered

SolutionIds__c

Text (255)

Archived Date

TackleArchivedDateTime__c

DateTime

Tackle Created Date

TackleCreatedDateTime__c

DateTime

Tackle Co-Sell Id

TackleExternalId__c

Text (255), ExternalId, unique, case sensitive

Tackle Last Modified Date

TackleLastModifiedDateTime__c

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

AwsCreatedDate__c

Date

(deprecated) AWS Last Modified Date

AwsLastModifiedDate__c

Date

(deprecated) CRM Org Id

CrmOrgId__c

Text (255)

(deprecated) Insights Next Best Actions

InsightsNextBestActions__c

Text (255)

(deprecated) Additional Comments

LifeCycleReviewComments__c

Text (255)

(deprecated) Archived Date

TackleArchivedDate__c

Date

(deprecated) Tackle Created Date

TackleCreatedDate__c

Date

(deprecated) Tackle Last Modified Date

TackleLastModifiedDate__c

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

BusinessTitle__c

Text (255)

Detail type

DetailType__c

Text (255)

Email

Email__c

Text (255)

First name

FirstName__c

Text (255)

Last name

LastName__c

Text (255)

Phone

Phone__c

Text (255)

Tackle AWS Co-sell Opportunity

TackleAwsCosellOpportunity__c

Lookup, required field, reference to: TackleAwsCosellOpportunity__c, relationship name: AWSCosellOpportunityDetails

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

AwsInvitationExternalId__c

Text (255)

Engagement title

EngagementTitle__c

Text (255)

Expiration date

ExpirationDateTime__c

DateTime

Invitation date

InvitationDateTime__c

DateTime

Target completion date

OppInvPayCusProjTargetCompletionDate__c

Date

Business problem

OppInvPayCusProjectBusinessProblem__c

Text (255)

Project title

OppInvPayCustomerProjectProjectTitle__c

Text(255)

Customer Company Name

OppInvPayloadCustomerCompanyName__c

Text (255)

Customer Country

OppInvPayloadCustomerCountry__c

Text (255)

Customer Industry

OppInvPayloadCustomerIndustry__c

Text (255)

Customer Website URL

OppInvPayloadCustomerWebsiteUrl__c

Text (255)

Sender AWS account Id

SenderAWSAccountId__c

Text (255)

Sender company name

SenderCompanyName__c

Text (255)

Status

Status__c

Text (255)

Tackle Id

TackleExternalId__c

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

ExpirationDate__c

Date

(deprecated) Invitation Date

InvitationDate__c

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

AboSourceTackleOfferId__c

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

ArchivedDateTime__c

DateTime

Timestamp when the offer was archived in AWS.

Archived

Archived__c

Checkbox

Indicates if the offer has been archived in AWS. Example values: true, false.

Availability End Date

AvailabilityEndDate__c

Date

The deadline for the buyer to accept this offer.

AWS Created Date

AwsCreatedDateTime__c

DateTime

Timestamp when the offer was created in AWS.

AWS Offer Id

AwsOfferExternalId__c

Text (255)

Offer ID that AWS issues to the offer when created in the marketplace.

Buyer AWS Account Id

BuyerAwsAccountId__c

Text (255)

The AWS Account ID of the buyer.

Company Name

CompanyName__c

Text (255)

The name of the company that this offer is for.

Contract Start Date

ContractStartDate__c

Date

Timestamp when the agreement starts (startTime on Agreement).

Currency Code

CurrencyCode__c

Text (255)

ISO 4217 currency codes for financial information used in reporting. Example values: USD, AUD, EUR.

Draft Created Date

DraftCreatedDateTime__c

DateTime

Timestamp when the offer draft was created in Tackle.

Duration Months

DurationMonths__c

Text (255)

The duration in months of the contract created by accepting this offer. Will be empty for PayGo offers.

Eula Type

EulaType__c

Text (255)

Type of EULA. Example values: aws-standard, public, custom or existing (ABO only).

Marketplace Fee

MarketplaceFee__c

Number

User-inputted value that is used in the net amount calculation.

Net Amount

NetAmount__c

Number

The net amount of this offer, calculated utilizing the marketplace fee field.

Offer Accepted Date

OfferAcceptedDate__c

Date

Date that AWS Offer was accepted (acceptanceTime on the agreement).

Offer Description

OfferDescription__c

Text (255)

The description of the offer.

Offer Name

OfferName__c

Text (255)

The name of the private offer.

Offer Status

OfferStatus__c

Text (255)

Offer Statuses. Example values: draft, created in marketplace, sent, read, viewed, accepted.

Offer Type

OfferType__c

Text (255)

Type of offer. Example values: direct, partner_resale.

Offer Viewed Date

OfferViewedDateTime__c

DateTime

Timestamp when the buyer views the offer in the marketplace.

Opportunity

OpportunityCrmId__c

Lookup, reference to: Opportunity, relationship name: Tackle_AWS_Offers

Related Salesforce Opportunity (nullable when not present in Tackle or SFDC).

Product Name

ProductName__c

Text (255)

Name of the product listing for the offer.

Purchase Instructions Read Date

PurchaseInstructionsReadDateTime__c

DateTime

Timestamp when the buyer opened the purchase instructions.

Purchase Instructions Sent Date

PurchaseInstructionsSentDateTime__c

DateTime

Timestamp when the purchase instructions were sent to the buyer.

Renewal

Renewal__c

Checkbox

Indicates if the offer is a renewal or not. Example values: true, false.

Reseller AWS Account Id

ResellerAwsAccountId__c

Text (255)

Partner AWS Account Id that will extend the offer to the buyer.

Reseller Contract Type

ResellerContractType__c

Text (255)

Only available for Partner Offers. Example values: standard, custom.

Reseller Name

ResellerName__c

Text (255)

Partner name that will extend the offer to the buyer.

Tackle Created By

TackleCreatedBy__c

Text (255)

User who created the offer.

Tackle Last Modified By

TackleLastModifiedBy__c

Text (255)

Last user to modify the offer.

Tackle Id

TackleExternalId__c

Text (255), ExternalID, unique, case sensitive

Unique internal Tackle identifier for each offer.

Tackle Product Type

TackleProductType__c

Text (255)

Product type of the offer. Example values: paygo, contract, contract+consumption.

TCV Gross Amount

TcvGrossAmount__c

Number

Total contract value of offer.

Usage

Usage__c

Checkbox

Indicates if the offer is meterable. Example values: true, false.

Vendor ID

VendorId__c

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

AwsCreatedDate__c

Date

Timestamp when the offer was created in AWS.

(deprecated) Draft Created Date

DraftCreatedDate__c

Date

Timestamp when the offer draft was created in Tackle.

(deprecated) FDA End Date

FdaEndDate__c

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

FdaStartDate__c

Date

The start date of the contract created by accepting this private offer. Only relevant to future dated agreement offers.

(deprecated) Offer Viewed Date

OfferViewedDate__c

Date

Timestamp when the buyer views the offer in the marketplace.

(deprecated) Purchase Instructions Re...

PurchaseInstructionsReadDate__c

Date

Timestamp when the buyer opened the purchase instructions.

(deprecated) Purchase Instructions Se...

PurchaseInstructionsSentDate__c

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

AccountCrmId__c

Lookup, reference to: Account, relationship name: Tackle_Buyer_Signals

The Account related to the Buyer Signals record. Determined by the Website value on that Account.

AWS Engagement Score

AwsEngagementScore__c

Text (255)

The AWS engagement score.

AWS Prospect Score

AwsProspectScore__c

Text (255)

The AWS prospect score.

Channel Propensity Score

ChannelPropensityScore__c

Text (255)

The channel propensity score.

Domain

Domain__c

Text (255)

The domain used to generate the score.

Google Prospect Score

GoogleProspectScore__c

Text (255)

The Google prospect score.

MACC Program

MaccProgram__c

Text (255)

Microsoft Azure Consumption Commitment.

Microsoft Prospect Score

MicrosoftProspectScore__c

Text (255)

The Microsoft prospect score.

Tackle Buyer Signals Id

TackleExternalId__c

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

ArchivedDateTime__c

DateTime

Archived

Archived__c

Checkbox

Company Name

CompanyName__c

Text (255)

Contract End Date

ContractEndDate__c

Date

Contract Start Date

ContractStartDate__c

Date

Draft Created Date Time

DraftCreatedDateTime__c

DateTime

Duration Months

DurationMonths__c

Text (255)

Eula Type

EulaType__c

Text (255)

GCP Billing Account Id

GcpBillingAccountId__c

Text (255)

GCP Created Date Time

GcpCreatedDateTime__c

DateTime

GCP Deal Type

GcpDealType__c

Text (255)

GCP Offer Id

GcpOfferId__c

Text (255)

Marketplace Fee

MarketplaceFee__c

Number

Net Amount

NetAmount__c

Number

Offer Acceptance Deadline

OfferAcceptanceDeadline__c

DateTime

Offer Accepted Date Time

OfferAcceptedDateTime__c

DateTime

Offer External Notes

OfferExternalNotes__c

TextArea

Offer Internal Notes

OfferInternalNotes__c

LongTextArea (32768)

Offer Name

OfferName__c

Text (255)

Offer Status

OfferStatus__c

Text (255)

Offer Type

OfferType__c

Text (255)

Offer Viewed Date Time

OfferViewedDateTime__c

DateTime

Opportunity

Opportunity__c

Lookup

Product Name

ProductName__c

Text (255)

Purchase Instructions Read Date Time

PurchaseInstructionsReadDateTime__c

DateTime

Purchase Instructions Sent Date Time

PurchaseInstructionsSentDateTime__c

DateTime

Tackle Created By

TackleCreatedBy__c

Text (255)

Tackle Id

TackleExternalId__c

Text (255)

Tackle Last Modified By

TackleLastModifiedBy__c

Text (255)

Tackle Product Type

TackleProductType__c

Text (255)

TCV Gross Amount

TcvGrossAmount__c

Number

Usage

Usage__c

Checkbox

Vendor Id

VendorId__c

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

CreateDateTime__c

DateTime

Timestamp when the Opportunity was created.

Customer Info Contact Phone E164 Number

CustomerInfoContactPhoneE164Number__c

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

CustomerInfoContactPhoneExtension__c

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

CustomerInfoContactPhoneShortNumber__c

Text (255)

Phone number short code digits, without a leading plus ('+') or country calling code. For example "611".

Customer Info Contact Phone Short Region

CustomerInfoContactPhoneShortRegion__c

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

CustomerInfoDetailsAddressAdminArea__c

Text (255)

Highest administrative subdivision used for postal addresses of a country or region. Examples: state, province, oblast, prefecture.

Customer Info Details Address Lines

CustomerInfoDetailsAddressLines__c

LongTextArea (131072)

Customer’s address, lower levels (unstructured).

Customer Info Details Address Locality

CustomerInfoDetailsAddressLocality__c

Text (255)

City or town portion of the customer’s address. Examples: US city, IT comune, UK post town.

Customer Info Details Address PostalCode

CustomerInfoDetailsAddressPostalCode__c

Text (255)

Postal code of the customer’s address.

Customer Info Details Address RegionCode

CustomerInfoDetailsAddressRegionCode__c

Text (255)

CLDR region code of the country/region of the address.

Customer Info Details Domain

CustomerInfoDetailsDomain__c

Text (255)

Customer's primary website domain. Available in Limited view.

Customer Info Details Employee Count

CustomerInfoDetailsEmployeeCount__c

Number

Customer’s workforce size.

Customer Info Details Industry

CustomerInfoDetailsIndustry__c

Text (255)

Customer's Primary Industry.

Customer Info Details Organization Name

CustomerInfoDetailsOrganizationName__c

Text (255)

Name of the Customer Organization.

Customer Info Region

CustomerInfoRegion__c

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

HasCloudErrors__c

Checkbox

Isv Solution Info Connect Deal

IsvSolutionInfoConnectDeal__c

Checkbox

Is the deal an ISV solution connect deal?

Isv Solution Info Contract Vehicle

IsvSolutionInfoContractVehicle__c

Text (255)

Contract Vehicle.

IsvSolutionInfo CustomerContactRequested

IsvSolutionInfoCustomerContactRequested__c

Checkbox

Has customer requested to be contacted?

Isv Solution Info Delivery Model

IsvSolutionInfoDeliveryModel__c

Text (255)

Delivery Model.

Isv Solution Info Next Steps

IsvSolutionInfoNextSteps__c

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

IsvSolutionInfoNotes__c

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

IsvSolutionInfoSupportLevel__c

Text (255)

Support Level.

Name

Name__c

Text (255)

Identifier. Resource name of an Opportunity in the form: opportunities/{opportunity_id}.

Opportunity Info Confidential

OpportunityInfoConfidential__c

Checkbox

Flag to identify if the Opportunity is confidential and needs to have restricted access.

Opportunity Info Description

OpportunityInfoDescription__c

Text (255)

Opportunity description.

Opportunity Info Display Name

OpportunityInfoDisplayName__c

Text (255)

Display name for the Opportunity.

Opportunity Info Partner Entity

OpportunityInfoPartnerEntity__c

Text (255)

If a 2-tier deal provide the Indirect Reseller involved. Format: partners/{id}.

Opportunity Info Product Category

OpportunityInfoProductCategory__c

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

OpportunityInfoProductFamily__c

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

OpportunityType__c

Text (255)

Indicates if the opportunity is an Regular/Independent Software Vendor/2-tier deal.

Opportunity

Opportunity__c

Lookup, reference to: Opportunity, relationship name: Tackle_GCP_Opportunity

Related Salesforce Opportunity (nullable when not present in Tackle or SFDC).

Partner Info Contract Expiry Date

PartnerInfoContractExpiryDate__c

Date

Contract expiration date (UTC).

Partner Info Distributor

PartnerInfoDistributor__c

Text (255)

Distributor in case of 2-tier deals. Format: partners/{id}.

Partner Info Gcp Project Numbers

PartnerInfoGcpProjectNumbers__c

Text (255)

Google Cloud project numbers.

Partner Info Sub Billing Account Id

PartnerInfoSubBillingAccountId__c

Text (255)

Cloud Billing subaccount ID.

Qualification Info Budget

QualificationInfoBudget__c

Text (255)

Budget for this opportunity.

Qualification Info Campaign Code

QualificationInfoCampaignCode__c

Text (255)

Campaign name for the selected customer's region and products.

Qualification Info Contract Length

QualificationInfoContractLength__c

Number

Contract terms in months.

Qualification Info Deal Number

QualificationInfoDealNumber__c

Text (255)

System generated unique deal identifier.

Qualification Info DealSize CurrencyCode

QualificationInfoDealSizeCurrencyCode__c

Text (255)

Three-letter currency code (ISO 4217).

Qualification Info Deal Size Units

QualificationInfoDealSizeUnits__c

Text (255)

The whole units of the amount.

Qualification Info Decision Phase

QualificationInfoDecisionPhase__c

Text (255)

Decision Phase.

Qualification Info Estimated Close Date

QualificationInfoEstimatedCloseDate__c

Date

Target deal close date (UTC).

Qualification Info Operation Type

QualificationInfoOperationType__c

Text (255)

Transaction Operation type for which the Opportunity is being created.

Qualification Info Public Sector

QualificationInfoPublicSector__c

Checkbox

Whether or not the customer is a public sector organization that requires competing offers from multiple vendors.

Qualification Info Quantity

QualificationInfoQuantity__c

Number

Number of seats or licenses.

Source

Source__c

Text (255)

Represents if the Opportunity was created by Google or by Partner. Available in Limited view.

Stage

Stage__c

Text (255)

The sales stage that the Opportunity is in.

State

State__c

Text (255)

State the Opportunity is in.

Tackle Archived Date Time

TackleArchivedDateTime__c

DateTime

Timestamp when the opportunity was archived in Google Cloud.

Tackle Created Date

TackleCreatedDateTime__c

DateTime

Timestamp when the opportunity was created in Google Cloud.

Tackle Co-Sell ID

TackleExternalId__c

Text (255)

Tackle's globally unique Co-sell opportunity identifier

Tackle Last Modified Date

TackleLastModifiedDateTime__c

DateTime

Timestamp when the opportunity was last modified in Google Cloud.

Update Date Time

UpdateDateTime__c

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

AvailabilityEndDate__c

Date

Deadline for the buyer to accept this offer.

Archived Date Time

ArchivedDateTime__c

DateTime

Archived

Archived__c

Checkbox

Billing Term Frequency

BillingTermFrequency__c

Number

Length of the subscription in terms of months or years as defined by the Billing Term Type.

Billing Term Type

BillingTermType__c

Text (255)

Billing term in years or months.

Company Name

CompanyName__c

Text (255)

Name of the company that this offer is for.

Draft Created Date

DraftCreatedDateTime__c

DateTime

Timestamp when the offer draft was created in Tackle.

Est Max Gross Amount

EstMaxGrossAmount__c

Number

Estimated maximum gross amount for this offer.

Est Max Net Amount

EstMaxNetAmount__c

Number

Estimated maximum net amount for this offer.

Est Min Gross Amount

EstMinGrossAmount__c

Number

Estimated minimum gross amount for this offer.

Est Min Net Amount

EstMinNetAmount__c

Number

Estimated minimum gross amount for this offer.

Marketplace Fee

MarketplaceFee__c

Number

User-inputted value used in the net amount calculation.

MSFT Billing Account Id

MsftBillingAccountId__c

Text (255)

The MSFT Billing Account ID of the buyer.

MSFT Created Date

MsftCreatedDateTime__c

DateTime

Timestamp when the offer was created in MSFT Marketplace.

MSFT Offer Id

MsftOfferId__c

Text (255)

Offer ID that MSFT issues to the offer when created in the marketplace.

Net Amount

NetAmount__c

Number

Net amount of this offer, calculated utilizing the marketplace fee field.

Offer Accepted Date

OfferAcceptedDateTime__c

DateTime

Date the MSFT Offer was accepted.

Offer Description

OfferDescription__c

Text (255)

Description of the offer.

Offer Name

OfferName__c

Text (255)

Name of the private offer.

Offer Status

OfferStatus__c

Text (255)

Offer Statuses. Example values: draft, created in marketplace, sent, read, viewed, accepted.

Offer Type

OfferType__c

Text (255)

Type of offer. Example values: direct, partner_resale.

Offer Viewed Date

OfferViewedDateTime__c

DateTime

Timestamp when the views the offer in the marketplace.

Opportunity

OpportunityCrmId__c

Lookup, reference to: Opportunity, relationship name: Tackle_Msft_Offers

Related Salesforce Opportunity (nullable when not present in Tackle or SFDC).

Payment Frequency

PaymentFrequency__c

Text (255)

Frequency of payments, either one-time, per-year, or per-month.

Pricing End Date

PricingEndDate__c

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

PricingStartDate__c

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

PricingStartOn__c

Text (255)

Determines if the private offer pricing will be available on acceptance or at a future custom start date.

Pricing Type

PricingType__c

Text

Product Name

ProductName__c

Text (255)

Name of the product used on the private offer.

Purchase Instructions Read Date

PurchaseInstructionsReadDateTime__c

DateTime

Timestamp when the buyer opened the purchase instructions.

Purchase Instructions Sent Date

PurchaseInstructionsSentDateTime__c

DateTime

Timestamp when the purchase instructions were sent to the buyer.

Renewal

Renewal__c

Checkbox

Indicates if the offer is a renewal or not. Example values: true, false.

Reseller MSFT Account Id

ResellerMsftAccountId__c

Text (255)

The MSFT account ID of the reseller if the offer type is a partner offer.

Reseller Name

ResellerName__c

Text (255)

The MSFT reseller name if the offer type is a partner offer.

Subscribed At

SubscribedAtDateTime__c

DateTime

Timestamp when the buyer created their subscription tied to this private offer.

Tackle Created By

TackleCreatedBy__c

Text (255)

User who created the offer.

Tackle Id

TackleExternalId__c

Text (255), ExternalID, unique, case sensitive

Unique internal Tackle identifier for each offer.

Tackle Last Modified By

TackleLastModifiedBy__c

Text (255)

Last user to modify the offer.

Tackle Product Type

TackleProductType__c

Text (255)

Product type of the offer. Example values: saas, ami, vm, professional services.

TCV Gross Amount

TcvGrossAmount__c

Number

Total contract value of offer.

Usage

Usage__c

Checkbox

Indicates if the offer is meterable. Example values: true, false.

User Limits Max

UserLimitsMax__c

Number

User Limits Min

UserLimitsMin__c

Number

Vendor ID

VendorId__c

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

Email

Email__c

Text (255)

The contact's email address associated with the referral.

First Name

FirstName__c

Text (255)

The referral contact's first name.

Last Name

LastName__c

Text (255)

The referral contact's last name.

Phone

Phone__c

Text (255)

The contact's phone number associated with the referral.

Tackle MSFT Referral

TackleMsftReferral__c

Lookup, reference to: TackleMsftReferral__c, Relationship Name: TackleMsftReferralContacts

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

CampaignId__c

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

CustomerProfileAddressCity__c

Text (255)

Customer city.

Customer Profile Address Country

CustomerProfileAddressCountry__c

Text (255)

Customer country/region.

Customer Profile Address Line 1

CustomerProfileAddressLine1__c

Text (255)

Customer address line 1.

Customer Profile Address Line 2

CustomerProfileAddressLine2__c

Text (255)

Customer address line 2.

Customer Profile Address Postal Code

CustomerProfileAddressPostalCode__c

Text (255)

Customer ZIP or postal code.

Customer Profile Address Region

CustomerProfileAddressRegion__c

Text (255)

Customer region.

Customer Profile Address State

CustomerProfileAddressState__c

Text (255)

Customer state or province.

Customer Profile IDs

CustomerProfileIds__c

Text (255)

One or more external IDs associated with the customer profile (external, DUNS, moody, etc).

Customer Profile Is MACC Eligible

CustomerProfileIsMaccEligible__c

Checkbox

Indicates Microsoft Azure Consumption Commitment eligibility.

Customer Profile Name

CustomerProfileName__c

Text (255)

Organization name of the customer.

Estimated Close Date

DetailsClosingDate__c

Date

Date the customer wants to close by.

Details Currency

DetailsCurrency__c

Text (255)

Currency symbol for the deal (ISO 4217 standard).

Details Deal Value

DetailsDealValue__c

Number

Value of the referral.

Details Notes

DetailsNotes__c

LongTextArea (131072)

More notes for the receiving organization, including details about the deal.

Details Customer Marketplace Intent

DetailsReqCustomerMarketplaceIntent__c

Text (255)

Customer’s intent to transact on Microsoft marketplace.

Details Solution Area

DetailsReqSolutionArea__c

Text (255)

Used to identify the customer's objectives in the opportunity and help identify the MSFT seller for collaboration.

Details Solution Play

DetailsReqSolutionPlay__c

Text (255)

Used to identify the customer's objectives in the opportunity and help identify the MSFT seller for collaboration.

Referral Origin

Direction__c

Text (255)

Represents whether the deal is Incoming or Outgoing.

Has Cloud Errors

HasCloudErrors__c

Checkbox

Invite Assistance Request Code

InviteAssistanceRequestCode__c

Text (255)

Type of assistance being requested.

Invite From Organization ID

InviteFromOrganizationId__c

Text (255)

Organization ID that sent the referral.

Invite From Organization Name

InviteFromOrganizationName__c

Text (255)

Organization name that sent the referral.

Invite Notes

InviteNotes__c

LongTextArea (131072)

Notes related to the invite context or partner collaboration.

MPN ID

MpnId__c

Text (255)

Microsoft Partner Network ID / Microsoft AI Cloud Partner Program ID.

MSFT Accepted Date

MsftAcceptedDateTime__c

DateTime

Timestamp when the referral was accepted (if accepted).

MSFT Closed Date

MsftClosedDateTime__c

DateTime

Timestamp when the referral was closed (if closed).

MSFT Created Date

MsftCreatedDateTime__c

DateTime

Timestamp when the referral was created by MSFT.

MSFT Expiration Date

MsftExpirationDateTime__c

DateTime

Timestamp when the MSFT referral expires.

MSFT Referral Id

MsftReferralExternalId__c

Text (255)

External referral ID from Partner Center or external system.

MSFT Updated Date

MsftUpdatedDateTime__c

DateTime

Timestamp when the referral was updated by MSFT.

Deal Name

Name__c

Text (255)

Full referral name.

Opportunity

OpportunityCrmId__c

Lookup, reference to: Opportunity, relationship name: TackleMsftReferrals

Salesforce Opportunity that the MSFT Referral is associated with.

Sales Stage

SalesStage__c

Text (255)

The sales stage in the deal life cycle.

Solution IDs

SolutionIds__c

Text (255)

One or more IDs associated with the solution(s).

Status Reason

StatusReason__c

Text (255)

A descriptive message about the status. Example: Why was the referral lost?

Status

Status__c

Text (255)

High-level referral status. Example values: new, active, closed.

Substatus

Substatus__c

Text (255)

Granular referral status. Example values: accepted, won, lost, expired.

Tackle Archived Date

TackleArchivedDateTime__c

DateTime

Archival date of the MSFT referral in Tackle.

Tackle Classification

TackleClassification__c

Text (255)

Referral classification. Example values: private, partner to partner (P2P), partner led, co-sell.

Tackle Created Date

TackleCreatedDateTime__c

DateTime

Timestamp when the MSFT referral was created in Tackle.

Deal Type

TackleDealType__c

Text (255)

The referral deal type. Example values: IP-cosell, services, OEMIot.

Tackle Referral Id

TackleExternalId__c

Text (255), ExternalID, unique, case sensitive

Tackle's globally unique referral identifier.

Tackle Last Modified Date

TackleLastModifiedDateTime__c

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

DetailsClosingDate__c

Date

Date the customer wants to close by.

Details Currency

DetailsCurrency__c

Text (255)

Currency symbol for the deal (ISO 4217 standard).

Details Deal Value

DetailsDealValue__c

Number

Value of the referral.

Details Notes

DetailsNotes__c

LongTextArea (32768)

More notes for the receiving organization including details about the deal.

Invite Assistance Request Code

InviteAssistanceRequestCode__c

Text (255)

Assistance request code for the referral.

MPN ID

MpnId__c

Text (255)

Microsoft Partner Network ID / Microsoft AI Cloud Partner Program ID.

MSFT Referral Id

MsftReferralExternalId__c

Text (255), required field, ExternalID, unique

External related referral ID from Partner Center or external system.

MSFT Updated Date

MsftUpdatedDateTime__c

DateTime

Timestamp when the referral was updated by MSFT.

Deal Name

Name__c

Text (255)

Full related referral name.

Organization ID

OrganizationId__c

Text (255)

External organization ID.

Organization Name

OrganizationName__c

Text (255)

Display name of the organization.

Status Reason

StatusReason__c

Text (255)

A descriptive message about the status. Example: Why was the referral lost?

Status

Status__c

Text (255)

High-level referral status. Example values: new, active, closed.

Substatus

Substatus__c

Text (255)

More granular referral status. Example values: accepted, won, lost, expired.

Tackle MSFT Referral

TackleMsftReferral__c

Lookup, reference to: TackleMsftReferral__c, relationship name: TackleMsftRelatedReferrals

Associates this record with the main referral object.

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