Salesforce field and API name

Salesforce data type

Description

Expected values

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.

N/A — Salesforce lookup

AWS Engagement Score

AwsEngagementScore__c

Text (255)

The AWS engagement score.

Low, Medium, High

AWS Prospect Score

AwsProspectScore__c

Text (255)

The AWS prospect score.

Low, Medium, High

Channel Propensity Score

ChannelPropensityScore__c

Text (255)

The channel propensity score.

Low, Medium, High

Domain

Domain__c

Text (255)

The domain used to generate the score.

N/A — free-text

Google Prospect Score

GoogleProspectScore__c

Text (255)

The Google prospect score.

Low, Medium, High

MACC Program

MaccProgram__c

Text (255)

Microsoft Azure Consumption Commitment.

Enrolled, Not Enrolled

Microsoft Prospect Score
​MicrosoftProspectScore__c

Text (255)

The Microsoft prospect score.

Low, Medium, High

Tackle Buyer Signals Id

TackleExternalId__c

Text (255), ExternalID, unique, case sensitive

The unique value Tackle assigns to the Tackle Buyer Signals record.

N/A — system-generated unique ID

Salesforce field and API name

Salesforce data type

Description

Expected values

Business title

BusinessTitle__c

Text (255)

The contact's business title.

Values depend on DetailType__c

When DetailType__c is Cloud Team Member:

AWSSalesRep, AWSAccountOwner, WWPSPDM, PDM, PSM, ISVSM (AWS API tokens, not display labels)

When DetailType__c is Team Member:

Often OpportunityOwner or PartnerAccountManager when submitted via Tackle; otherwise free text from AWS

When DetailType__c is Customer Contact: Free text (job title from AWS)

Detail type

DetailType__c

Text (255)

The type of contact detail.

Customer Contact, Team Member, Cloud Team Member

Email

Email__c

Text (255)

The contact's email address.

N/A — free-text

First name

FirstName__c

Text (255)

The contact's first name.

N/A — free-text

Last name

LastName__c

Text (255)

The contact's last name.

N/A — free-text

Phone

Phone__c

Text (255)

The contact's phone number.

N/A — free-text

Tackle AWS Co-sell Opportunity

TackleAwsCosellOpportunity__c

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

The parent Tackle AWS Co-Sell Opportunity record.

N/A — Salesforce lookup

Salesforce field and API name

Salesforce data type

Expected values

Additional Comments

AdditionalComments__c

LongTextArea (131072)

N/A — free-text

AWS Created Date

AwsCreatedDateTime__c

DateTime

N/A — system-generated timestamp

AWS Last Modified Date

AwsLastModifiedDateTime__c

DateTime

N/A — system-generated timestamp

AWS Marketplace Offer Id

AwsMarketplaceOffers__c

Text (255)

N/A — system-generated ID

AWS Cloud Id

AwsOpportunityExternalId__c

Text (255)

N/A — system-generated ID

AWS Products

AwsProducts__c

Text (255)

AWS product identifiers from Partner Central (e.g., AmazonEC2, AmazonS3, AmazonBedrock). Multiple products are joined with a semicolon and no spaces (e.g., AmazonEC2;AmazonS3). No fixed list — new products can add new identifiers over time. Combined text is limited to 255 characters; very long lists may be cut off.

AWS Summary Next Steps

AwsOpportunitySummaryNextSteps__c

Text (255)

N/A — free-text

AWS Summary Stage

AwsOpportunitySummaryStage__c

Text (255)

Not Started, In Progress, Prospect, Engaged, Identified, Qualify, Research, Seller Engaged, Evaluating, Seller Registered, Term Sheet Negotiation, Contract Negotiation, Onboarding, Building Integration, Qualified, On-hold, Technical Validation, Business Validation, Committed, Launched, Deferred to Partner, Closed Lost, Completed, Closed Incomplete

AWS Sales Life Cycle Closed Lost Reason

AwsSalesLifeCycleClosedLostReason__c

Text (255)

Administrative, Business Associate Agreement, Company Acquired/Dissolved, Competitive Offering, Customer Data Requirement, Customer Deficiency, Customer Experience, Delay / Cancellation of Project, Duplicate, Duplicate Opportunity, Executive Blocker, Failed Vetting, Feature Limitation, Financial/Commercial, Insufficient Amazon Value, Insufficient AWS Value, International Constraints, Legal / Tax / Regulatory, Legal Terms and Conditions, Lost to Competitor, Lost to Competitor - Google, Lost to Competitor - Microsoft, Lost to Competitor - Other, Lost to Competitor - Rackspace, Lost to Competitor - SoftLayer, Lost to Competitor - VMWare, No Customer Reference, No Integration Resources, No Opportunity, No Perceived Value of MP, No Response, Not Committed to AWS, No Update, On Premises Deployment, Other, Other (Details in Description), Partner Gap, Past Due, People/Relationship/Governance, Platform Technology Limitation, Preference for Competitor, Price, Product/Technology, Product Not on AWS, Security / Compliance, Self-Service, Technical Limitations, Term Sheet Impasse

AWS Sales Life Cycle Stage

AwsSalesLifeCycleStage__c

Text (255)

Not Started, In Progress, Prospect, Engaged, Identified, Qualify, Research, Seller Engaged, Evaluating, Seller Registered, Term Sheet Negotiation, Contract Negotiation, Onboarding, Building Integration, Qualified, On-hold, Technical Validation, Business Validation, Committed, Launched, Deferred to Partner, Closed Lost, Completed, Closed Incomplete

AWS Sales Rep Contact

AwsSalesRepContact__c

Lookup, reference to: TackleAwsCosellContact__c, relationship name: Tackle_AWS_Co_sell_Opportunities

N/A — Salesforce lookup

City

CustomerAccountAddressCity__c

Text (255)

N/A — free-text

Country

CustomerAccountAddressCountryCode__c

Text (255)

Two-letter ISO 3166-1 alpha-2 country code exactly as AWS sends (e.g., US, GB, DE, JP). No separate Tackle picklist — use standard ISO country codes.

Postal Code

CustomerAccountAddressPostalCode__c

Text (255)

N/A — free-text

State/Province

CustomerAccountAddressStateOrRegion__c

Text (255)

N/A — free-text

Address

CustomerAccountAddressStreetAddress__c

Text (255)

N/A — free-text

AWS Account Id

CustomerAccountAwsAccountId__c

Text (255)

N/A — customer-specific ID

Customer Company Name

CustomerAccountCompanyName__c

Text (255)

N/A — free-text

Customer Data Universal Number System

CustomerAccountDuns__c

Text (255)

N/A — customer-specific ID

Industry Vertical

CustomerAccountIndustry__c

Text (255)

Tackle stores the industry label from AWS Partner Central. Value is one of: Aerospace, Agriculture, Automotive, Computers and Electronics, Consumer Goods, Education, Energy - Oil and Gas, Energy - Power and Utilities, Financial Services, Gaming, Government, Healthcare, Hospitality, Life Sciences, Manufacturing, Marketing and Advertising, Media and Entertainment, Mining, Non-Profit Organization, Professional Services, Real Estate and Construction, Retail, Software and Internet, Telecommunications, Transportation and Logistics, Travel, Wholesale and Distribution, Other

Industry Other

CustomerAccountOtherIndustry__c

Text (255)

N/A — free-text

Customer Website

CustomerAccountWebsiteUrl__c

Text (255)

N/A — free-text (URL)

Expected Customer Spend Amount

ExpectedCustomerSpendAmount__c

Number

N/A — numeric value

Expected Customer Spend Currency

ExpectedCustomerSpendCurrencyCode__c

Text (255)

Three-letter ISO 4217 currency code copied from Partner Central (project.expectedCustomerSpend[0].currencyCode). Examples: USD, EUR, GBP, JPY, AUD. Uses the same CurrencyCode vocabulary as software revenue — see CurrencyCode for the full list. Note: Tackle fills this from the first row in the expectedCustomerSpend list. If multiple spend rows have different currencies, Salesforce shows only the first row's currency.

Expected Customer Spend Frequency

ExpectedCustomerSpendFrequency__c

Text (255)

Monthly

Only the first expectedCustomerSpend row is mapped (same as currency); AWS supports only monthly as of this writing.

Has Cloud Errors

HasCloudErrors__c

Checkbox

true, false (stored as string literals in the integration payload)

Engagement Score

InsightsEngagementScore__c

Text (255)

High, Medium, Low (copied from AWS engagement score; other text is possible if AWS changes the model)

Insights Next Best Actions

InsightsNextBestActionsLong__c

LongTextArea (131072)

N/A — free-text

Review Status Reason

LifeCycleReviewStatusReason__c

Text (255)

Free-text reason from AWS Partner Central (e.g., why a submission was rejected or what action is needed). No fixed list — whatever text AWS returns is copied into Salesforce. This field is trimmed to 255 characters; the full text is also saved in LifeCycleReviewStatusReasonLong__c.

Review Status

LifeCycleReviewStatus__c

Text (255)

Pending Submission, Submitted, In review, Approved, Rejected, Action Required

Lifecycle Stage

LifeCycleStage__c

Text (255)

Prospect, Qualified, Technical Validation, Business Validation, Committed, Launched, Closed Lost

Target Close Date

LifeCycleTargetCloseDate__c

Date

N/A — date value

Marketing Development Funds

MarketingAwsFundingUsed__c

Text (255)

Yes, No

Marketing Campaign

MarketingCampaignName__c

Text (255)

N/A — free-text

Opportunity Source

MarketingSource__c

Text (255)

None, Marketing Activity

Classified National Security Information

NationalSecurity__c

Text (255)

Yes, No

Opportunity

OpportunityCrmId__c

Lookup, reference to: Opportunity, relationship name: Opportunities

N/A — Salesforce lookup

Opportunity Type

OpportunityType__c

Text (255)

Net New Business, Expansion, Flat Renewal

Origin

Origin__c

Text (255)

Partner Referral, AWS Referral

Values appear only when AWS opportunity summary has been synced; if summary is missing, the field is empty even when other opportunity data exists.

Primary Needs from AWS

PrimaryNeedsFromAws__c

Text (255)

Co-Sell - Architectural Validation, Co-Sell - Business Presentation, Co-Sell - Competitive Information, Co-Sell - Pricing Assistance, Co-Sell - Technical Consultation, Co-Sell - Total Cost of Ownership Evaluation, Co-Sell - Deal Support, Co-Sell - Support for Public Tender / RFx (multi-select; values joined with ; and no extra spaces)

APN Programs

ProjectApnProgram__c

Text (255)

APN Immersion Days, APN Solution Space, ATO (Authority to Operate), AWS Marketplace Campaign, IS Immersion Day SFID Program, ISV Workload Migration, Migration Acceleration Program, P3, Partner Launch Initiative, Partner Opportunity Acceleration Funded, The Next Smart, VMware Cloud on AWS, Well-Architected, Windows, Workspaces/AppStream Accelerator Program, WWPS NDPP

Named Competitor

ProjectCompetitorName__c

Text (255)

Oracle Cloud, On-Prem, Co-location, Akamai, AliCloud, Google Cloud Platform, IBM Softlayer, Microsoft Azure, Other- Cost Optimization, No Competition, *Other

Project Delivery Models

ProjectDeliveryModels__c

Text (255)

SaaS or PaaS, BYOL or AMI, Managed Services, Professional Services, Resell, Other

Other Solution Description

ProjectOtherSolutionDescription__c

Text (255)

N/A — free-text

Related Opportunity Identifier

ProjectRelatedOpportunityIdentifier__c

Text (255)

N/A — free-text (ID reference)

Sales Activities

ProjectSalesActivities__c

Text (255)

Initialized discussions with customer, Customer has shown interest in solution, Conducted POC / Demo, In evaluation / planning stage, Agreed on solution to Business Problem, Completed Action Plan, Finalized Deployment Need, SOW Signed

Project Title

ProjectTitle__c

Text (255)

N/A — free-text

Delivery Model

SoftwareRevenueDeliveryModel__c

Text (255)

Contract, Pay-as-you-go, Subscription

Contract Start Date

SoftwareRevenueEffectiveDate__c

Date

N/A — date value

Contract End Date

SoftwareRevenueExpirationDate__c

Date

N/A — date value

Customer Software Value

SoftwareRevenueValueAmount__c

Number

N/A — numeric value

Currency

SoftwareRevenueValueCurrencyCode__c

Text (255)

Three-letter ISO 4217 currency code copied from Partner Central (softwareRevenue.value.currencyCode). Examples: USD, EUR, GBP, JPY, CAD, AUD. AWS defines the complete allowed set as CurrencyCode in the Partner Central Selling API — Tackle's internal picklist helper exposes the same full AWS list. See CurrencyCode for the full list.

Solutions Offered

SolutionIds__c

Text (255)

N/A — partner-specific solution IDs

Archived Date

TackleArchivedDateTime__c

DateTime

N/A — system-generated timestamp

Tackle Created Date

TackleCreatedDateTime__c

DateTime

N/A — system-generated timestamp

Tackle Co-Sell Id

TackleExternalId__c

Text (255), ExternalId, unique, case sensitive

N/A — system-generated unique ID

Tackle Last Modified Date

TackleLastModifiedDateTime__c

DateTime

N/A — system-generated timestamp

Customer Business Problem

CustomerBusinessProblem__c

LongTextArea (131072)

N/A — free-text

Salesforce field and API name

Salesforce data type

Description

Expected values

Business Title

BusinessTitle__c

Text (255)

The sender-provided contact's title (job title or role) associated with the AWS Co-sell engagement invitation.

N/A — free-text

Email

Email__c

Text (255)

The sender-provided contact's email address associated with the AWS Co-sell engagement invitation.

N/A — free-text

First Name

FirstName__c

Text (255)

The sender-provided contact's first name associated with the AWS Co-sell engagement invitation.

N/A — free-text

Last Name

LastName__c

Text (255)

The sender-provided contact's last name associated with the AWS Co-sell engagement invitation.

N/A — free-text

Phone

Phone__c

Text (255)

The sender-provided contact's phone number associated with the AWS Co-sell engagement invitation.

N/A — free-text

Tackle AWS Co-sell Invitation

TackleAwsCosellInvitation__c

Lookup, reference to: TackleAwsCosellInvitation__c, relationship name: AWSCosellInvitationDetails

Specifies the associated Tackle AWS Co-sell Invitation record.

N/A — Salesforce lookup

Salesforce field and API name

Salesforce data type

Description

Expected values

Acceptance Time

AcceptanceTime__c

DateTime

ISO 8601 date when the offer was accepted.

N/A — system-generated timestamp

Acceptor

Acceptor__c

Text (255)

Identifier of the buyer (e.g. AWS account ID).

N/A — customer-specific ID

Agreement Id

AgreementId__c

Text (255), External ID, Unique

Unique AWS cloud identifier for the agreement. This is the cloudAgreementId as well.

N/A — system-generated unique ID

Agreement Type

AgreementType__c

Text (255)

Direct agreements: the agreement type string returned by Amazon's API.

Partner agreements: always PurchaseAgreement.

Agreement Value

AgreementValue__c

Number(16,2)

The total known amount customer has to pay across the lifecycle of the agreement.

N/A — numeric value (omitted when Amazon sends a value that cannot be parsed as a number)

Amended Agreement Id

AmendedAgreementId__c

Text (255)

ID of the agreement this contract amends (AwsContract / AwsPartnerContract only).

N/A — system-generated ID

AWS Created Date

AwsCreatedDate__c

DateTime

Legacy Date twin of the documented AwsCreatedDateTime__c.

N/A — ISO 8601 date-time

Draft Created Date

DraftCreatedDate__c

DateTime

Legacy Date twin of the documented DraftCreatedDateTime__c.

N/A — ISO 8601 date-time

Estimated Value Currency Code

CurrencyCode__c

Text (255)

Defines the currency code for the charge.

Three-letter currency code exactly as AWS sends (e.g., USD, EUR, GBP, JPY).

For direct agreements: from estimatedCharges.currencyCode. For partner agreements: from the partner agreement record's CURRENCY_CODE field. Tackle does not invent or convert the value. If AWS does not send a currency on a given sync, this field is left blank. See CurrencyCode for the full list of allowed codes.

End Time

EndTime__c

DateTime

Date when the contract ends.

N/A — ISO 8601 date-time

License ARN

LicenseArn__c

Text (255)

The provisioned License ARN unique identifier provided by AWS.

N/A — system-generated ID

Offer Viewed Date

OfferViewedDate__c

DateTime

Legacy Date twin of the documented OfferViewedDateTime__c.

N/A — ISO 8601 date-time

Product Code

ProductCode__c

Text (255)

AWS product code (AwsContract / AwsPartnerContract only).

N/A — system-generated ID

Product Id

ProductId__c

Text (255)

Identifier of the product associated with this contract.

N/A — system-generated ID

Product Type

ProductType__c

Text (255)

Copied from Tackle's contract listing type. Examples: SaaSProduct, AMIProduct. Other marketplace listing codes can appear.

Proposer

Proposer__c

Text (255)

AWS account id for the seller.

N/A — customer-specific ID

Purchase Instructions Read Date

PurchaseInstructionsReadDate__c

DateTime

Legacy Date twin of the documented PurchaseInstructionsReadDateTime__c.

N/A — ISO 8601 date-time

Purchase Instructions Sent Date

PurchaseInstructionsSentDate__c

DateTime

Legacy Date twin of the documented PurchaseInstructionsSentDateTime__c.

N/A — ISO 8601 date-time

Resale Authorization Id

ResaleAuthorizationId__c

Text (255)

The unique ID of the ResaleAuthorization for an AWS Partner Agreement provided by AWS.

N/A — system-generated ID

Start Time

StartTime__c

DateTime

ISO 8601 date when the contract starts.

N/A — system-generated timestamp

Status

Status__c

Text (255)

Raw AWS Agreement status from the cloud provider.

Copied from AWS. Examples: ACTIVE, CANCELLED, EXPIRED, RENEWED, REPLACED, ARCHIVED, TERMINATED. Tackle stores the exact text Amazon returns; other statuses Amazon uses may also appear.

Tackle Offer

TackleOffer__c

Lookup, reference to: TackleAwsOffer__c, relationship name: TackleAwsContracts

Relation to the Tackle AWS Offer record.

Salesforce Id of the matching Tackle AWS Offer record. Left empty when no matching offer is found.

Salesforce field and API name

Salesforce data type

Expected values

AWS Invitation Id

AwsInvitationExternalId__c

Text (255)

N/A — system-generated ID

Engagement title

EngagementTitle__c

Text (255)

N/A — free-text

Expiration date

ExpirationDateTime__c

DateTime

N/A — system-generated timestamp

Invitation date

InvitationDateTime__c

DateTime

N/A — system-generated timestamp

Target completion date

OppInvPayCusProjTargetCompletionDate__c

Date

N/A — date value

Business problem

OppInvPayCusProjectBusinessProblem__c

Text (255)

N/A — free-text

Project title

OppInvPayCustomerProjectProjectTitle__c

Text (255)

N/A — free-text

Customer Company Name

OppInvPayloadCustomerCompanyName__c

Text (255)

N/A — free-text

Customer Country

OppInvPayloadCustomerCountry__c

Text (255)

Two-letter country code exactly as AWS sends from the invitation payload (payload.customer.countryCode). Examples: US, GB, DE, JP. Tackle does not remap the value. AWS documents valid values as the CountryCode vocabulary on EngagementCustomer. New codes can appear if AWS extends the model.

Customer Industry

OppInvPayloadCustomerIndustry__c

Text (255)

Industry label from the invitation payload (payload.customer.industry). Same values as documented for Tackle AWS Co-Sell Opportunity → Industry Vertical (CustomerAccountIndustry__c): Aerospace, Agriculture, Automotive, Computers and Electronics, Consumer Goods, Education, Energy - Oil and Gas, Energy - Power and Utilities, Financial Services, Gaming, Government, Healthcare, Hospitality, Life Sciences, Manufacturing, Marketing and Advertising, Media and Entertainment, Mining, Non-Profit Organization, Professional Services, Real Estate and Construction, Retail, Software and Internet, Telecommunications, Transportation and Logistics, Travel, Wholesale and Distribution, Other. Spelling, spaces, and hyphens must match AWS. See EngagementCustomer Industry. Note: unlike the co-sell opportunity object, there is no separate "other industry" free-text field on the invitation row.

Customer Website URL

OppInvPayloadCustomerWebsiteUrl__c

Text (255)

N/A — free-text (URL)

Sender AWS account Id

SenderAWSAccountId__c

Text (255)

N/A — customer-specific ID

Sender company name

SenderCompanyName__c

Text (255)

N/A — free-text

Status

Status__c

Text (255)

Invitation lifecycle status copied from Partner Central (status on the engagement invitation): ACCEPTED, PENDING, REJECTED, EXPIRED (uppercase). If AWS adds a new status later, Tackle will copy the exact string AWS returns. See GetEngagementInvitation → Status.

Tackle Id

TackleExternalId__c

Text (255), ExternalID, unique, case sensitive

N/A — system-generated unique ID

Salesforce field and API name

Salesforce data type

Description

Expected values

Agreement Id

AgreementId__c

Text (255), Required

Unique identifier of the AWS Agreement this invoice belongs to.

N/A — system-generated ID

Amount

Amount__c

Number

Amount being invoiced, before tax.

N/A — numeric value

AWS Id

AwsId__c

Text (255), Required

Unique identifier of the invoice. Used when creating a billing adjustment (refund) for this invoice.

N/A — system-generated ID

Billing Period Month

BillingPeriodMonth__c

Number

The calendar month of the invoice's billing period.

1 through 12 (1 = January, 12 = December). Tackle stores the month value from invoiceBillingPeriod on each invoice summary exactly as AWS sends it. Salesforce may display it as a number or text depending on how the field is defined in your org.

Billing Period Year

BillingPeriodYear__c

Number

N/A — numeric value (e.g., 2026)

Currency Code

CurrencyCode__c

Text (255)

ISO 4217 currency code (e.g. USD, EUR).

ISO 4217 currency codes (e.g., USD, EUR, GBP, JPY, AUD)

Entity Branch Name

EntityBranchName__c

Text (255)

Entity branch name.

N/A — free-text

Entity Legal Name

EntityLegalName__c

Text (255)

N/A — free-text

Issued Time

IssuedTime__c

DateTime

When the invoice was issued.

N/A — system-generated timestamp

Max Adjustment Amount

MaxAdjustmentAmount__c

Number

Maximum refundable amount for this invoice. A billing adjustment amount cannot exceed this.

N/A — numeric value

AWS Contract

TackleAwsContract__c

Lookup, reference to: TackleAwsContract__c, relationship name: TackleAwsInvoices, Required

Relation to the Tackle AWS Contract record.

N/A — Salesforce lookup

Tackle External Id

TackleExternalId__c

Text (255), External ID, Unique, Required

Tackle's unique identifier for the invoice.

N/A — system-generated unique ID

Type

Type__c

Text (255)

The type of invoice that was issued.

INVOICE, CREDIT_MEMO (as documented for invoiceType on the AWS invoice operation). If AWS adds new invoice types in the future, Tackle will copy the exact string as-is.

Salesforce field and API name

Salesforce data type

Description

Expected values

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.

N/A — system-generated ID

Archived Date Time

ArchivedDateTime__c

DateTime

Timestamp when the offer was archived in AWS.

N/A — ISO 8601 date-time (e.g., 2026-03-23T22:18:30Z)

Archived

Archived__c

Checkbox

Indicates if the offer has been archived in AWS.

true if the offer has an archive timestamp in Tackle; otherwise false

Availability End Date

AvailabilityEndDate__c

Date

The deadline for the buyer to accept this offer.

N/A — date value

AWS Created Date

AwsCreatedDateTime__c

DateTime

Timestamp when the offer was created in AWS.

N/A — ISO 8601 date-time

AWS Offer Id

AwsOfferExternalId__c

Text (255)

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

N/A — system-generated ID

Buyer AWS Account Id

BuyerAwsAccountId__c

Text (255)

The AWS Account ID of the buyer.

The AWS account number saved in offer metadata under the key "AWS Account Number"

Company Name

CompanyName__c

Text (255)

The name of the company that this offer is for.

N/A — free-text

Contract End Date

ContractEndDate__c

Date

Timestamp when the agreement ends.

N/A — date value

Contract Start Date

ContractStartDate__c

Date

Timestamp when the agreement starts (startTime on Agreement).

N/A — date value

Currency Code

CurrencyCode__c

Text (255)

ISO 4217 currency codes for financial information used in reporting.

The currency code text saved on the offer's pricing metadata (e.g., USD)

Draft Created Date

DraftCreatedDateTime__c

DateTime

Timestamp when the offer draft was created in Tackle.

N/A — ISO 8601 date-time

Duration Months

DurationMonths__c

Text (255)

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

N/A — free-text (numeric string)

Eula Type

EulaType__c

Text (255)

Type of EULA.

public, aws-standard, standard, custom, use-existing

Marketplace Fee

MarketplaceFee__c

Number

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

Stored as text exactly as saved on the offer (e.g., 1500.00 or 1500), not recalculated by Tackle

Net Amount

NetAmount__c

Number

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

Stored as text exactly as saved on the offer, not recalculated by Tackle

Offer Accepted Date

OfferAcceptedDate__c

Date

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

N/A — date value

Offer Description

OfferDescription__c

Text (255)

The description of the offer.

N/A — free-text

Offer Name

OfferName__c

Text (255)

The name of the private offer.

N/A — free-text

Offer Status

OfferStatus__c

Text (255)

Status of the offer. Tackle sets this using a fixed checklist (first matching step wins).

Offer Accepted, Cancelled in Marketplace, Offer Expired, Offer Viewed, Email Read, Email Sent, Created in Marketplace, Created in Tackle (listed in priority order)

Offer Type

OfferType__c

Text (255)

Type of offer.

direct, partner_resale (older or test offers might show other text until data is cleaned up)

Offer Viewed Date

OfferViewedDateTime__c

DateTime

Timestamp when the buyer views the offer in the marketplace.

N/A — ISO 8601 date-time

Opportunity

OpportunityCrmId__c

Lookup, reference to: Opportunity, relationship name: Tackle_AWS_Offers

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

The Salesforce Opportunity Id saved on the offer under Salesforce opportunity id in offer metadata

Product Name

ProductName__c

Text (255)

Name of the product listing for the offer.

N/A — free-text

Purchase Instructions Read Date

PurchaseInstructionsReadDateTime__c

DateTime

Timestamp when the buyer opened the purchase instructions.

N/A — ISO 8601 date-time

Purchase Instructions Sent Date

PurchaseInstructionsSentDateTime__c

DateTime

Timestamp when the purchase instructions were sent to the buyer.

N/A — ISO 8601 date-time

Renewal

Renewal__c

Checkbox

Indicates if the offer is a renewal or not.

true, false

Reseller AWS Account Id

ResellerAwsAccountId__c

Text (255)

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

N/A — customer-specific ID

Reseller Contract Type

ResellerContractType__c

Text (255)

Only available for Partner Offers.

none-selected, rcmp-2021-12-01, custom

Reseller Name

ResellerName__c

Text (255)

Partner name that will extend the offer to the buyer.

N/A — free-text

Tackle Created By

TackleCreatedBy__c

Text (255)

User who created the offer.

N/A — free-text

Tackle Last Modified By

TackleLastModifiedBy__c

Text (255)

Last user to modify the offer.

N/A — free-text

Tackle Id

TackleExternalId__c

Text (255), ExternalID, unique, case sensitive

Unique internal Tackle identifier for each offer.

N/A — system-generated unique ID

Tackle Product Type

TackleProductType__c

Text (255)

Product type of the offer.

Whatever listing type Tackle's product service returns for that offer. Not limited to a fixed set. Examples: SaaS, AMI.

TCV Gross Amount

TcvGrossAmount__c

Number

Total contract value of offer.

Stored as text exactly as saved on the offer, not recalculated by Tackle

Usage

Usage__c

Checkbox

Indicates if the offer is meterable.

true, false

Vendor ID

VendorId__c

Text (255)

The Tackle vendor account used to create the offer.

N/A — customer-specific ID

Salesforce field and API name

Salesforce data type

Description

Expected values

Accepted Date

AcceptedDate__c

DateTime

N/A — system-generated timestamp

Channel

Channel__c

Text (255)

direct, partner

Cloud Marketplace

CloudMarketplace__c

Text (255), Required

aws, azure, gcp

Company Name

CompanyName__c

Text (255)

Name of the buyer's company.

N/A — free-text

Disbursed Currency Code

DisbursedCurrencyCode__c

Text (255)

The currency code for GrossDisbursed__c (the gross amount disbursed).

Three-letter ISO 4217 currency code copied from grossDisbursed.currencyCode in Tackle's domain model (e.g., USD). No separate Tackle enum at Salesforce write time. If grossDisbursed is absent or has no currencyCode, this field is omitted on that sync.

Duration

Duration__c

Text (255)

ISO 8601 duration when Tackle has one (e.g., P12M for 12 months).

N/A — free-text (ISO 8601 duration)

End Date

EndDate__c

DateTime

ISO 8601 date when the contract ends.

N/A — system-generated timestamp

Gross Disbursed

GrossDisbursed__c

Number

Total gross amount disbursed in USD.

N/A — numeric value (calculated by Tackle)

Listing Name

ListingName__c

Text (255)

Name of the marketplace listing.

N/A — free-text

Listing Type

ListingType__c

Text (255)

Type of the listing related to this contract.

Same marketplace listing code as on Tackle AWS Contract ProductType__c (e.g., SaaSProduct). Other codes are possible.

Name

Name__c

Text (255)

Display name of the contract.

N/A — free-text

Net Disbursed

NetDisbursed__c

Number

Total net amount disbursed in USD.

N/A — numeric value (calculated by Tackle)

Offer Target Account

OfferTargetAccount__c

Text (255)

AWS account ID the offer targets (AwsContract / AwsPartnerContract only).

N/A — customer-specific ID

Offer Type

OfferType__c

Text (255)

Whether the offer is private or public.

private, public

Payment Model

PaymentModel__c

Text (255)

Payment model for the contract (AwsContract / AwsPartnerContract only).

Payment schedule, Per product, Upfront pricing, BYOL, Usage only

Pricing Model

PricingModel__c

Text (255)

Pricing model for the contract.

Contract only, Usage only, Contract + usage, Hourly + annual, BYOL

Start Date

StartDate__c

DateTime

ISO 8601 date when the contract starts.

N/A — system-generated timestamp

Status

Status__c

Text (255)

Tackle owned and normalized contract status.

Pending, Active, Amended, Cancelled, Expired, Unknown

Tackle AWS Contract

TackleAwsContract__c

Lookup, reference to: TackleAwsContract__c, relationship name: TackleContracts

Relation to the Tackle AWS Contract record.

N/A — Salesforce lookup

Tackle External Id

TackleExternalId__c

Text (255), External ID, Unique, Required

Unique identifier for the contract in Tackle. Also the AWS Agreement Id.

N/A — system-generated unique ID

Tackle Offer Id

TackleOfferId__c

Text (255)

Unique identifier for the Tackle Offer.

N/A — system-generated ID

Total Net Value

TotalNetValue__c

Number

Total net value of the contract after marketplace fees.

N/A — numeric value (calculated by Tackle)

Total Value Currency Code

TotalValueCurrencyCode__c

Text (255)

The currency code for TotalValue__c on the normalized Tackle Contract.

Three-letter ISO 4217 currency code copied from the contract's totalContractValue.currencyCode in Tackle's domain model (e.g., USD, EUR, GBP). Matches whatever currency Tackle attached to the total when it built the contract from AWS, Microsoft, or Google marketplace data. Tackle does not enforce a Salesforce picklist on this sync path. If totalContractValue is missing or has no currencyCode on a given sync, this field is not sent on that update.

Total Value

TotalValue__c

Number

Total gross value of the contract (amount + currencyCode).

N/A — numeric value (calculated by Tackle)

Vendor Id

VendorId__c

Text (255), Required

Identifier of the vendor/ISV.

N/A — system-generated ID

Salesforce field and API name

Salesforce data type

Description

Expected values

Opportunity

Opportunity__c

Lookup, reference to: Opportunity, relationship name: TackleContractOpportunities, Required

Relation to the Opportunity record.

Salesforce Opportunity Id from Tackle's saved CRM links (offer_opportunity_id and any linkedOpportunityIds).

Tackle Contract

TackleContract__c

Lookup, reference to: TackleContract__c, relationship name: TackleContractOpportunities, Required

Relation to the Tackle Contract record.

N/A — Salesforce lookup

TackleExternalId__c

Text (255), External ID, Unique, Required

Unique identifier used by Tackle system

Salesforce field and API name

Salesforce data type

Description

Expected values

DataType

DataType__c

Text (255), Required

Field Data Type in Tackle.

For rows created by contract registration sync: always Text. Other processes may write other types.

Key

Key__c

Text (255), Required

Field Key in Tackle.

When synced by contract registration: company_name, full_name, email, phone, street, city, state, postal_code, country, registration_date

Label

Label__c

Text (255), Required

Display Name in Tackle.

N/A — free-text

Last Synced

LastSynced__c

DateTime

Allows us to keep last DateTime when value was pushed.

N/A — system-generated timestamp

Tackle Contract

TackleContract__c

Lookup, reference to: TackleContract__c, relationship name: TackleContractRegistrationFields, Required

Relation to the Tackle Contract record.

N/A — Salesforce lookup

Tackle External Id

TackleExternalId__c

Text (255), External ID, Unique, Required

Unique identifier used for reference by Tackle.

N/A — system-generated unique ID

Value

Value__c

Text (255), Required

Field Type will be 'Typed' based on the field type. Types: Text, Boolean, DateTime, Number.

N/A — free-text (typed based on DataType)

Salesforce field and API name

Salesforce data type

Description

Expected values

Archived Date Time

ArchivedDateTime__c

DateTime

Timestamp when the offer was archived in GCP.

N/A — ISO 8601 date-time

Archived

Archived__c

Checkbox

Indicates if the offer has been archived in GCP.

true, false (regular Salesforce checkbox)

Company Name

CompanyName__c

Text (255)

The name of the company that this offer is for.

N/A — free-text

Contract End Date

ContractEndDate__c

Date

Timestamp when the agreement ends.

N/A — date value

Contract Start Date

ContractStartDate__c

Date

Timestamp when the agreement starts (startTime on Agreement).

N/A — date value

Draft Created Date Time

DraftCreatedDateTime__c

DateTime

Timestamp when the offer draft was created in Tackle.

N/A — ISO 8601 date-time

Duration Months

DurationMonths__c

Text (255)

The duration in months of the contract created by accepting this offer.

N/A — free-text (numeric string)

Eula Type

EulaType__c

Text (255)

Type of EULA.

public, aws-standard, standard, custom, use-existing

GCP Billing Account Id

GcpBillingAccountId__c

Text (255)

The GCP Account ID of the buyer.

N/A — customer-specific ID

GCP Created Date Time

GcpCreatedDateTime__c

DateTime

Timestamp when the offer was created in GCP.

N/A — ISO 8601 date-time

GCP Deal Type

GcpDealType__c

Text (255)

Copied from Google offer metadata. No closed list in Tackle's code; values vary by offer.

GCP Offer Id

GcpOfferId__c

Text (255)

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

N/A — system-generated ID

Marketplace Fee

MarketplaceFee__c

Number

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

Stored as text copied from pricing metadata (same as AWS offers)

Net Amount

NetAmount__c

Number

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

Stored as text copied from pricing metadata (same as AWS offers)

Offer Acceptance Deadline

OfferAcceptanceDeadline__c

DateTime

Date when the offer expires.

N/A — ISO 8601 date-time

Offer Accepted Date Time

OfferAcceptedDateTime__c

DateTime

Date that GCP Offer was accepted.

N/A — ISO 8601 date-time

Offer External Notes

OfferExternalNotes__c

TextArea

Tackle may write this as empty until a future product update

Offer Internal Notes

OfferInternalNotes__c

LongTextArea (32768)

Tackle may write this as empty until a future product update

Offer Name

OfferName__c

Text (255)

The name of the private offer.

N/A — free-text

Offer Status

OfferStatus__c

Text (255)

Status of the offer. Same eight phrases as Tackle AWS Offer (first matching step wins).

Offer Accepted, Cancelled in Marketplace, Offer Expired, Offer Viewed, Email Read, Email Sent, Created in Marketplace, Created in Tackle (listed in priority order)

Offer Type

OfferType__c

Text (255)

Type of offer.

Copied from the offer record. No fixed list in Tackle's integration; you might see values such as Private or others your data uses.

Offer Viewed Date Time

OfferViewedDateTime__c

DateTime

Timestamp when the buyer views the offer in the marketplace.

N/A — ISO 8601 date-time

Opportunity

Opportunity__c

Lookup - External ID, Unique, Case Sensitive

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

The Salesforce Opportunity Id from offer metadata. Note: on Google offers the field is Opportunity__c, not OpportunityCrmId__c.

Product Name

ProductName__c

Text (255)

Name of the product listing for the offer.

N/A — free-text

Purchase Instructions Read Date Time

PurchaseInstructionsReadDateTime__c

DateTime

Timestamp when the buyer opened the purchase instructions.

N/A — ISO 8601 date-time

Purchase Instructions Sent Date Time

PurchaseInstructionsSentDateTime__c

DateTime

Timestamp when the purchase instructions were sent to the buyer.

N/A — ISO 8601 date-time

Tackle Created By

TackleCreatedBy__c

Text (255)

User who created the offer.

N/A — free-text

Tackle Id

TackleExternalId__c

Text (255)

Unique internal Tackle identifier for each offer.

N/A — system-generated unique ID

Tackle Last Modified By

TackleLastModifiedBy__c

Text (255)

Last user to modify the offer.

N/A — free-text

Tackle Product Type

TackleProductType__c

Text (255)

Product type of the offer.

Whatever listing type Tackle's product service returns for that offer. Not limited to a fixed set. Example: SaaS.

TCV Gross Amount

TcvGrossAmount__c

Number

Total contract value of offer.

Stored as text copied from pricing metadata (same as AWS offers)

Usage

Usage__c

Checkbox

Indicates if the offer is meterable.

true, false (regular Salesforce checkbox)

Vendor Id

VendorId__c

Text (255)

The Tackle vendor account used to create the offer.

N/A — customer-specific ID

Salesforce field and API name

Salesforce data type

Description

Expected values

Create Date Time

CreateDateTime__c

DateTime

Timestamp when the Opportunity was created.

N/A — system-generated timestamp

Customer Info Contact Phone E164 Number

CustomerInfoContactPhoneE164Number__c

Text (255)

Customer phone number (relaxed ITU E.164, no additional spaces or formatting). Leading plus sign ('+'), country calling code (1 to 3 digits), subscriber number.

N/A — free-text

Customer Info Contact Phone Extension

CustomerInfoContactPhoneExtension__c

Text (255)

The customer phone number extension. Must be a series of numbers with a maximum length of 40 digits.

N/A — free-text

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".

N/A — free-text

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.

BCP-47 region subtag copied from customerInfo.contact.phone.shortCode.regionCode on the opportunity. Typically a two-letter code such as US or BB (Unicode TR35 region subtags). Short-code phone data is optional — if Google does not send a shortCode or no regionCode on it, this field is not populated on that sync.

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.

N/A — free-text

Customer Info Details Address Lines

CustomerInfoDetailsAddressLines__c

LongTextArea (131072)

Customer's address, lower levels (unstructured).

N/A — free-text

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.

N/A — free-text

Customer Info Details Address PostalCode

CustomerInfoDetailsAddressPostalCode__c

Text (255)

Postal code of the customer's address.

N/A — free-text

Customer Info Details Address RegionCode

CustomerInfoDetailsAddressRegionCode__c

Text (255)

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

CLDR region code copied from customerInfo.customerDetails.address.regionCode on the opportunity. In practice the same two-letter ISO 3166-1 alpha-2 style used for countries (e.g., US, CH, GB, DE, JP). Google documents this as never inferred — partners must supply a correct code. No closed global picklist in Tackle; any valid region code Google sends is stored verbatim.

Customer Info Details Domain

CustomerInfoDetailsDomain__c

Text (255)

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

N/A — free-text (URL)

Customer Info Details Employee Count

CustomerInfoDetailsEmployeeCount__c

Number

Customer's workforce size.

N/A — numeric value

Customer Info Details Industry

CustomerInfoDetailsIndustry__c

Text (255)

Customer's Primary Industry.

ADVERTISING_MARKETING, AGRICULTURE, AUTOMOTIVE, BUSINESS_SERVICES, CONSUMER_GOODS, EDUCATION, ELECTRICAL_ELECTRONICS, ENERGY, FINANCIAL_SERVICES, FOOD, GAMING, HEALTHCARE, INDUSTRIAL_GOODS, GOVERNMENT, LOGISTICS, MANUFACTURING, MEDIA, NON_PROFIT, PUBLIC_SECTOR, RETAIL_CONSUMER, RETAIL_WHOLESALE, SOFTWARE, TELECOMMUNICATIONS, TELECOMMUNICATIONS_MEDIA, TOURISM, OTHER

Customer Info Details Organization Name

CustomerInfoDetailsOrganizationName__c

Text (255)

Name of the Customer Organization.

N/A — free-text

Customer Info Region

CustomerInfoRegion__c

Text (255)

Geographical region where the end customer is located. Partner needs to have Sell authorization in this region to qualify for deal registration incentives.

ANZ, CEE, DACH, FRANCE, INDIA, JAPAN, LATAM_BRAZIL, LATAM_SPANISH_SPEAKING, NE, NORTH_AMERICA, SEEMEA, UK_AND_I, OTHER_ASIA_PACIFIC

Google Cloud ID

GcpOpportunityExternalId__c

Text (255)

GCP Partner Central Opportunity Id.

N/A — system-generated ID

Has Cloud Errors

HasCloudErrors__c

Checkbox

true, false (stored as string literals in the integration payload)

Isv Solution Info Connect Deal

IsvSolutionInfoConnectDeal__c

Checkbox

Is the deal an ISV solution connect deal?

true, false

Isv Solution Info Contract Vehicle

IsvSolutionInfoContractVehicle__c

Text (255)

Contract Vehicle.

CLOUD_MARKETPLACE, PARTNER_CONTRACT, UNKNOWN

IsvSolutionInfo CustomerContactRequested

IsvSolutionInfoCustomerContactRequested__c

Checkbox

Has customer requested to be contacted?

true, false

Isv Solution Info Delivery Model

IsvSolutionInfoDeliveryModel__c

Text (255)

Delivery Model.

DATA_TO_CUSTOMER_BIGQUERY, VM_ON_CUSTOMER_TENANCY, SAAS_ON_GOOGLE_CLOUD, OTHER_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.

N/A — free-text

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.

N/A — free-text

Isv Solution Info Support Level

IsvSolutionInfoSupportLevel__c

Text (255)

Support Level.

TECH, TRANSACTION, UPSELL_RENEW_CROSS_SELL, ALIGN_SALES_ACCOUNT, ALREADY_CONTACT, OTHER_SUPPORT_LEVEL

Name

Name__c

Text (255)

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

N/A — system-generated ID

Opportunity Info Confidential

OpportunityInfoConfidential__c

Checkbox

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

true, false

Opportunity Info Description

OpportunityInfoDescription__c

Text (255)

Opportunity description.

N/A — free-text

Opportunity Info Display Name

OpportunityInfoDisplayName__c

Text (255)

Display name for the Opportunity.

N/A — free-text

Opportunity Info Partner Entity

OpportunityInfoPartnerEntity__c

Text (255)

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

N/A — free-text (ID reference)

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. If more than one category applies, codes are joined with a semicolon (e.g., GCP_AI;GCP_COMPUTE).

GCP_AI, GCP_ANALYTICS, GCP_ANTHOS, GCP_APIGEE, GCP_APPSHEET, GCP_COMPUTE, GCP_DATABASES, GCP_DISTRIBUTED_CLOUD, GCP_DUET_AI, GCP_GPU, GCP_LOOKER, GCP_NETWORK, GCP_OTHER, GCP_OTHER_SECURITY, GCP_PLATFORM, GCP_SCCE, GCP_SERVERLESS, GCP_STORAGE, GCP_SUPPORT, GOOGLE_CLOUD_IDENTITY, GOOGLE_MAPS, GOOGLE_VAULT, GOOGLE_VOICE, GOOGLE_WORKSPACE_CORE, GOOGLE_WORKSPACE_EDU, CHROME_OS_ENTERPRISE, CHROME_OS_EDUCATION, PSO_TRAINING, PSO_CONSULTING, GCP_GOOGLE_SECOPS, GCP_GOOGLE_THREAT_INTELLIGENCE, GCP_CHROME_ENTERPRISE_PREMIUM, GCP_RECAPTCHA, GCP_MANAGED_HUNT, GCP_MANAGED_DEFENSE, GCP_WEBRISK, GCP_MANDIANT_CONSULTING_SERVICES, GCP_SCC, GCP_GEMINI_ENTERPRISE (legacy or deprecated codes such as GOOGLE_GEMINI_AI or GCP_AGENTSPACE can still appear on older rows)

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.

GOOGLE_CLOUD_PLATFORM, GOOGLE_WORKSPACE, MAPS, CHROME, PSO

Opportunity Type

OpportunityType__c

Text (255)

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

REGULAR, TWO_TIER, ISV_SOLUTION_CONNECT

Opportunity

Opportunity__c

Lookup, reference to: Opportunity, relationship name: Tackle_GCP_Opportunity

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

N/A — Salesforce lookup

Partner Info Contract Expiry Date

PartnerInfoContractExpiryDate__c

Date

Contract expiration date (UTC).

N/A — date value

Partner Info Distributor

PartnerInfoDistributor__c

Text (255)

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

N/A — free-text (ID reference)

Partner Info Gcp Project Numbers

PartnerInfoGcpProjectNumbers__c

Text (255)

Google Cloud project numbers.

N/A — free-text

Partner Info Sub Billing Account Id

PartnerInfoSubBillingAccountId__c

Text (255)

Cloud Billing subaccount ID.

N/A — customer-specific ID

Qualification Info Budget

QualificationInfoBudget__c

Text (255)

Budget for this opportunity.

Google's Budget enum tokens: BUDGET_UNSPECIFIED, BUDGET_EXISTS_NOT_SPECIFIED, CONFIRMED_NO_BUDGET, EXACT_BUDGET_GIVEN, REFUSE_TO_DISCLOSE. (BUDGET_UNSPECIFIED is an internal "not used" value; live opportunities normally use one of the other four.)

Qualification Info Campaign Code

QualificationInfoCampaignCode__c

Text (255)

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

N/A — free-text

Qualification Info Contract Length

QualificationInfoContractLength__c

Number

Contract terms in months.

N/A — numeric value

Qualification Info Deal Number

QualificationInfoDealNumber__c

Text (255)

System generated unique deal identifier.

N/A — system-generated ID

Qualification Info DealSize CurrencyCode

QualificationInfoDealSizeCurrencyCode__c

Text (255)

Three-letter currency code (ISO 4217).

Three-letter ISO 4217 currency code copied from qualificationInfo.dealSize.currencyCode on Google's Money type in the Cloud Channel opportunity payload (e.g., USD, EUR, GBP). Tackle does not remap it to a different vocabulary. If dealSize is missing or has no currencyCode, this field is omitted on that sync.

Qualification Info Deal Size Units

QualificationInfoDealSizeUnits__c

Text (255)

The whole units of the amount.

N/A — numeric value (as string)

Qualification Info Decision Phase

QualificationInfoDecisionPhase__c

Text (255)

Decision Phase.

INFORMATION_GATHERING, TRIAL_OR_PILOT, FINAL_DECISION

Qualification Info Estimated Close Date

QualificationInfoEstimatedCloseDate__c

Date

Target deal close date (UTC).

N/A — date value

Qualification Info Operation Type

QualificationInfoOperationType__c

Text (255)

Transaction Operation type for which the Opportunity is being created.

NEW, RENEWAL, ADD_ON, EXPANSION

Qualification Info Public Sector

QualificationInfoPublicSector__c

Checkbox

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

true, false

Qualification Info Quantity

QualificationInfoQuantity__c

Number

Number of seats or licenses.

N/A — numeric value

Source

Source__c

Text (255)

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

GOOGLE, GOOGLE_BDR, GOOGLE_PROGRAMMATIC, PARTNER

Stage

Stage__c

Text (255)

The sales stage that the Opportunity is in.

QUALIFY, REFINE, TECH_EVAL_SOL_DEV, PROPOSAL_NEGOTIATION, MIGRATION_IMPL, CLOSED_LOST, CLOSED_ADMIN

State

State__c

Text (255)

State the Opportunity is in.

DRAFT, SUBMITTED, ACCEPTED, NOT_ACCEPTED

Tackle Archived Date Time

TackleArchivedDateTime__c

DateTime

Timestamp when the opportunity was archived in Google Cloud.

N/A — system-generated timestamp

Tackle Created Date

TackleCreatedDateTime__c

DateTime

Timestamp when the opportunity was created in Google Cloud.

N/A — system-generated timestamp

Tackle Co-Sell ID

TackleExternalId__c

Text (255)

Tackle's globally unique Co-sell opportunity identifier.

N/A — system-generated unique ID

Tackle Last Modified Date

TackleLastModifiedDateTime__c

DateTime

Timestamp when the opportunity was last modified in Google Cloud.

N/A — system-generated timestamp

Update Date Time

UpdateDateTime__c

DateTime

Timestamp when the Opportunity was last updated.

N/A — system-generated timestamp

Customer Display Name

CustomerDisplayName__c

Text (255)

Customer display name that the Opportunity is associated with.

N/A — free-text

Customer Info Contact Email

CustomerInfoContactEmail__c

Text (255)

The customer's email address.

N/A — free-text

Customer Info Contact Family Name

CustomerInfoContactFamilyName__c

Text (255)

Contact's last name.

N/A — free-text

Customer Info Contact Given Name

CustomerInfoContactGivenName__c

Text (255)

Contact's first name.

N/A — free-text

Sales Cycle Close Date

SalesCycleCloseDate__c

Date

For open opportunities, this is the expected close date. For closed opportunities, this is the contract signed date.

N/A — date value

Sales Cycle Partner Ready To Close

SalesCyclePartnerReadyToClose__c

Text (255)

Partner ready to close info.

MIGRATION_IMPL (partner marked ready to close — won path), CLOSED_LOST (partner marked ready to close — lost)

State Description

StateDescription__c

Text (255)

Contains the reason if the Opportunity was not accepted.

N/A — free-text

Win Loss Info Lost Main Reason

WinLossInfoLostMainReason__c

Text (255)

Lost main reason.

N/A — free-text (no fixed list in Tackle)

Win Loss Info Lost Reason

WinLossInfoLostReason__c

Text (255)

Lost reason.

N/A — free-text

Win Loss Info Rejected Reason Details

WinLossInfoLostRejectedReasonDetails__c

Text (255)

Lost rejected reason details.

N/A — free-text

Win Loss Info Additional Context

WinLossInfoWinLossAdditionalContext__c

Text (255)

Win/loss additional context.

N/A — free-text

Win Loss Info Win Main Reason

WinLossInfoWinMainReason__c

Text (255)

Win main reason.

N/A — free-text (no fixed list in Tackle)

Win Loss Info Won Reason

WinLossInfoWonReason__c

Text (255)

Won reason.

N/A — free-text

Salesforce field and API name

Salesforce data type

Description

Expected values

Detail Type

DetailType__c

Text (255)

Detail records will be 'Typed' based on the record being created.

CustomerContact, OpportunityTeamMember, GoogleFSROwner, Submitter

Email

Email__c

Text (255)

Contact email address.

N/A — free-text

Family Name

FamilyName__c

Text (255)

Contact Last Name.

N/A — free-text

Given Name

GivenName__c

Text (255)

Contact First Name.

N/A — free-text

Phone

Phone__c

Text (255)

Phone number (E.164).

N/A — free-text

Primary

Primary__c

Checkbox

Is Primary contact for this Opportunity?

true, false

Role

Role__c

Text (255)

Contact Role. Values depend on the Detail Type.

When Detail Type is CustomerContact: ADMIN, BILLING_CONTACT, BUSINESS_DECISION_MAKER, BUSINESS_USER, CHANGE_CHAMPION, CHRONICLE_SIEM_CONTACT, CHRONICLE_SOAR_CONTACT, ECONOMIC_BUYER, EVALUATOR, EXECUTIVE_SPONSOR, INFLUENCER, MAIN_DECISION_MAKER, ORDERING_CONTACT, PRODUCT_CONTACT, TECH_CONTACT, TECH_DECISION_MAKER, OTHER_ROLE.

When Detail Type is OpportunityTeamMember: VIEW_ONLY, MODIFY.

Tackle GCP Opportunity

TackleGcpOpportunity__c

Lookup, reference to: TackleGcpOpportunity__c, relationship name: TackleGcpOpportunityContacts

Specifies the associated Tackle GCP Opportunity record.

N/A — Salesforce lookup

Title

Title__c

Text (255)

Contact Title.

N/A — free-text

Salesforce field and API name

Salesforce data type

Description

Expected values

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.

N/A — free-text

Customer Profile Address City

CustomerProfileAddressCity__c

Text (255)

Customer city.

N/A — free-text

Customer Profile Address Country

CustomerProfileAddressCountry__c

Text (255)

Customer country/region.

ISO 3166-1 alpha-2 country code copied from customerProfile.address.country on the Partner Center referral (e.g., US, DE, JP). Tackle stores whatever country code Microsoft returns as-is, truncated to 255 characters. No separate Tackle picklist.

Customer Profile Address Line 1

CustomerProfileAddressLine1__c

Text (255)

Customer address line 1.

N/A — free-text

Customer Profile Address Line 2

CustomerProfileAddressLine2__c

Text (255)

Customer address line 2.

N/A — free-text

Customer Profile Address Postal Code

CustomerProfileAddressPostalCode__c

Text (255)

Customer ZIP or postal code.

N/A — free-text

Customer Profile Address Region

CustomerProfileAddressRegion__c

Text (255)

Customer region.

N/A — free-text

Customer Profile Address State

CustomerProfileAddressState__c

Text (255)

Customer state or province.

N/A — free-text

Customer Profile IDs

CustomerProfileIds__c

Text (255)

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

N/A — free-text

Customer Profile Is MACC Eligible

CustomerProfileIsMaccEligible__c

Checkbox

Indicates Microsoft Azure Consumption Commitment eligibility.

true, false

Customer Profile Name

CustomerProfileName__c

Text (255)

Organization name of the customer.

N/A — free-text

Estimated Close Date

DetailsClosingDate__c

Date

Date the customer wants to close by.

N/A — date value

Details Currency

DetailsCurrency__c

Text (255)

Currency symbol for the deal (ISO 4217 standard).

Three-letter ISO 4217 currency code copied from details.currency on the Partner Center referral payload (e.g., USD, EUR, GBP). No closed enum in Tackle — values follow Microsoft Partner Center for your deal. If Microsoft omits currency in details, Salesforce may show a blank value rather than treating the field as unset.

Details Deal Value

DetailsDealValue__c

Number

Value of the referral.

N/A — numeric value

Details Notes

DetailsNotes__c

LongTextArea (131072)

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

N/A — free-text

Details Customer Marketplace Intent

DetailsReqCustomerMarketplaceIntent__c

Text (255)

Customer's intent to transact on Microsoft marketplace.

Microsoft internal ID text, not the friendly label from Partner Center

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.

Microsoft internal ID text, not the friendly label from Partner Center

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.

Microsoft internal ID text, not the friendly label from Partner Center

Referral Origin

Direction__c

Text (255)

Represents whether the deal is Incoming or Outgoing.

Incoming, Outgoing

Has Cloud Errors

HasCloudErrors__c

Checkbox

true, false (stored as string literals in the integration payload)

Invite Assistance Request Code

InviteAssistanceRequestCode__c

Text (255)

Type of assistance being requested.

GeneralOrOther, CustomerTechnicalArchitecture, ProofOfConceptOrDemo, QuotesOrLicensing, PostSalesCustomerSuccess, WorkloadSpecificValueProposition, NoHelpNeededFromMicrosoft

Invite From Organization ID

InviteFromOrganizationId__c

Text (255)

Organization ID that sent the referral.

N/A — system-generated ID

Invite From Organization Name

InviteFromOrganizationName__c

Text (255)

Organization name that sent the referral.

N/A — free-text

Invite Notes

InviteNotes__c

LongTextArea (131072)

Notes related to the invite context or partner collaboration.

N/A — free-text

MPN ID

MpnId__c

Text (255)

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

N/A — customer-specific ID

MSFT Accepted Date

MsftAcceptedDateTime__c

DateTime

Timestamp when the referral was accepted (if accepted).

N/A — system-generated timestamp

MSFT Closed Date

MsftClosedDateTime__c

DateTime

Timestamp when the referral was closed (if closed).

N/A — system-generated timestamp

MSFT Created Date

MsftCreatedDateTime__c

DateTime

Timestamp when the referral was created by MSFT.

N/A — system-generated timestamp

MSFT Expiration Date

MsftExpirationDateTime__c

DateTime

Timestamp when the MSFT referral expires.

N/A — system-generated timestamp

MSFT Cloud Id

MsftReferralExternalId__c

Text (255)

External referral ID from Partner Center or external system.

N/A — system-generated ID

MSFT Updated Date

MsftUpdatedDateTime__c

DateTime

Timestamp when the referral was updated by MSFT.

N/A — system-generated timestamp

Deal Name

Name__c

Text (255)

Full referral name.

N/A — free-text

Opportunity

OpportunityCrmId__c

Lookup, reference to: Opportunity, relationship name: TackleMsftReferrals

Salesforce Opportunity that the MSFT Referral is associated with.

N/A — Salesforce lookup

Sales Stage

SalesStage__c

Text (255)

The sales stage in the deal life cycle.

Whatever text Microsoft Partner Center returns for the referral's sales stage. There is no short fixed list in Tackle's referral sync code.

Solution IDs

SolutionIds__c

Text (255)

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

N/A — free-text (partner-specific IDs). Multiple IDs are stored comma-separated (,).

Status Reason

StatusReason__c

Text (255)

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

N/A — free-text

Status

Status__c

Text (255)

High-level referral status.

None, New, Active, Closed

Substatus

Substatus__c

Text (255)

Granular referral status.

None, Pending, Received, Accepted, Won, Lost, Declined, Expired, Error

Tackle Archived Date

TackleArchivedDateTime__c

DateTime

Archival date of the MSFT referral in Tackle.

N/A — system-generated timestamp

Tackle Classification

TackleClassification__c

Text (255)

Referral classification.

profileMarketplaceLead, offerMarketplaceLead, coMarketingQualifiedLead, jointPlanningQualifiedLead, qualifiedLead, solutionAssessment, oemiot, services, ip, unknown

Tackle Created Date

TackleCreatedDateTime__c

DateTime

Timestamp when the MSFT referral was created in Tackle.

N/A — system-generated timestamp

Deal Type

TackleDealType__c

Text (255)

The referral deal type.

draft, coSell, p2p, partnerLed, private

Tackle Referral Id

TackleExternalId__c

Text (255), ExternalID, unique, case sensitive

Tackle's globally unique referral identifier.

N/A — system-generated unique ID

Tackle Last Modified Date

TackleLastModifiedDateTime__c

DateTime

Timestamp when the MSFT referral was last modified in Tackle.

N/A — system-generated timestamp

Salesforce field and API name

Salesforce data type

Description

Expected values

Details Closing Date

DetailsClosingDate__c

Date

Date the customer wants to close by.

N/A — date value

Details Currency

DetailsCurrency__c

Text (255)

Currency symbol for the deal (ISO 4217 standard).

Three-letter ISO 4217 currency code copied from details.currency on each related referral (e.g., USD, EUR, GBP). Same source and behavior as the parent Tackle MSFT Referral field. If Microsoft omits currency, Salesforce may show a blank value.

Details Deal Value

DetailsDealValue__c

Number

Value of the referral.

N/A — numeric value

Details Notes

DetailsNotes__c

LongTextArea (32768)

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

N/A — free-text

Invite Assistance Request Code

InviteAssistanceRequestCode__c

Text (255)

Assistance request code for the referral.

GeneralOrOther, CustomerTechnicalArchitecture, ProofOfConceptOrDemo, QuotesOrLicensing, PostSalesCustomerSuccess, WorkloadSpecificValueProposition, NoHelpNeededFromMicrosoft

MPN ID

MpnId__c

Text (255)

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

N/A — customer-specific ID

MSFT Referral Id

MsftReferralExternalId__c

Text (255), required field, ExternalID, unique

External related referral ID from Partner Center or external system.

N/A — system-generated unique ID

MSFT Updated Date

MsftUpdatedDateTime__c

DateTime

Timestamp when the referral was updated by MSFT.

N/A — system-generated timestamp

Deal Name

Name__c

Text (255)

Full related referral name.

N/A — free-text

Organization ID

OrganizationId__c

Text (255)

External organization ID.

N/A — system-generated ID

Organization Name

OrganizationName__c

Text (255)

Display name of the organization.

N/A — free-text

Status Reason

StatusReason__c

Text (255)

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

N/A — free-text

Status

Status__c

Text (255)

High-level referral status.

None, New, Active, Closed

Substatus

Substatus__c

Text (255)

More granular referral status.

None, Pending, Received, Accepted, Won, Lost, Declined, Expired, Error

Tackle MSFT Referral

TackleMsftReferral__c

Lookup, reference to: TackleMsftReferral__c, relationship name: TackleMsftRelatedReferrals

Associates this record with the main referral object.

N/A — Salesforce lookup

Salesforce field and API name

Salesforce data type

Description

Expected values

Email

Email__c

Text (255)

Text (255)

N/A — free-text

First Name

FirstName__c

Text (255)

Text (255)

N/A — free-text

Last Name

LastName__c

Text (255)

Text (255)

N/A — free-text

Phone

Phone__c

Text (255)

Text (255)

N/A — free-text

Tackle MSFT Referral

TackleMsftReferral__c

Lookup, reference to: TackleMsftReferral__c, Relationship Name: TackleMsftReferralContacts

Associates contact record with the main referral object.

N/A — Salesforce lookup

Salesforce field and API name

Salesforce data type

Description

Expected values

Availability End Date

AvailabilityEndDate__c

Date

Deadline for the buyer to accept this offer.

N/A — date value

Archived Date Time

ArchivedDateTime__c

DateTime

N/A — ISO 8601 date-time

Archived

Archived__c

Checkbox

true, false (regular Salesforce checkbox from Tackle's connector)

Billing Term Frequency

BillingTermFrequency__c

Number

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

N/A — numeric value

Billing Term Type

BillingTermType__c

Text (255)

Billing term in years or months.

The billing term type string from pricing.contract_duration.type on the offer, copied to Salesforce with no remapping. Verified values include month, year (lowercase, from Partner Center TermType constants) and Monthly, Annual (title case, from product ingestion and Salesforce write-back test fixtures). Tackle's datastore field is a plain string — if Microsoft or an older payload sends title case or lowercase, Salesforce shows that exact token. Do not assume every row uses one casing; align exports and reports with the literal value on each offer. If Microsoft adds new term types later, they flow through the same mapping.

Company Name

CompanyName__c

Text (255)

Name of the company that this offer is for.

N/A — free-text

Draft Created Date

DraftCreatedDateTime__c

DateTime

Timestamp when the offer draft was created in Tackle.

N/A — ISO 8601 date-time

Est Max Gross Amount

EstMaxGrossAmount__c

Number

Estimated maximum gross amount for this offer.

Stored as text with two decimal places (e.g., 1234.50)

Est Max Net Amount

EstMaxNetAmount__c

Number

Estimated maximum net amount for this offer.

Stored as text with two decimal places (e.g., 1234.50)

Est Min Gross Amount

EstMinGrossAmount__c

Number

Estimated minimum gross amount for this offer.

Stored as text with two decimal places (e.g., 1234.50)

Est Min Net Amount

EstMinNetAmount__c

Number

Estimated minimum gross amount for this offer.

Stored as text with two decimal places (e.g., 1234.50)

Marketplace Fee

MarketplaceFee__c

Number

User-inputted value used in the net amount calculation.

Stored as text with two decimal places (e.g., 1234.50)

MSFT Billing Account Id

MsftBillingAccountId__c

Text (255)

The MSFT Billing Account ID of the buyer.

N/A — customer-specific ID

MSFT Created Date

MsftCreatedDateTime__c

DateTime

Timestamp when the offer was created in MSFT Marketplace.

N/A — ISO 8601 date-time

MSFT Offer Id

MsftOfferId__c

Text (255)

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

N/A — system-generated ID

Net Amount

NetAmount__c

Number

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

Stored as text with two decimal places (e.g., 1234.50)

Offer Accepted Date

OfferAcceptedDateTime__c

DateTime

Date the MSFT Offer was accepted.

N/A — ISO 8601 date-time

Offer Description

OfferDescription__c

Text (255)

Description of the offer.

N/A — free-text

Offer Name

OfferName__c

Text (255)

Name of the private offer.

N/A — free-text

Offer Status

OfferStatus__c

Text (255)

Tackle's marketplace lifecycle states (lowercase words with underscores). This is different from the separate workflow status inside Tackle's API.

draft, pending, submitted_in_cloud, created_in_cloud, email_sent, instructions_opened, viewed, partner_marked_up, accepted, subscribed, attention_needed, pending_cancellation, pending_cancellation_withdrawn, canceled, deleted_in_cloud

Offer Type

OfferType__c

Text (255)

Type of offer.

direct, partner

Offer Viewed Date

OfferViewedDateTime__c

DateTime

Timestamp when the buyer views the offer in the marketplace.

N/A — ISO 8601 date-time

Opportunity

OpportunityCrmId__c

Lookup, reference to: Opportunity, relationship name: Tackle_Msft_Offers

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

The Salesforce Opportunity Id from the offer's salesforce.opportunity_id field

Payment Frequency

PaymentFrequency__c

Text (255)

Frequency of payments.

PaymentSchedule, PerYear, OneTime, PerMonth

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.

N/A — date value

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.

N/A — date value

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.

acceptance, custom

Pricing Type

PricingType__c

Text (255)

flat_rate, per_user

Product Name

ProductName__c

Text (255)

Name of the product used on the private offer.

N/A — free-text

Purchase Instructions Read Date

PurchaseInstructionsReadDateTime__c

DateTime

Timestamp when the buyer opened the purchase instructions.

N/A — ISO 8601 date-time

Purchase Instructions Sent Date

PurchaseInstructionsSentDateTime__c

DateTime

Timestamp when the purchase instructions were sent to the buyer.

N/A — ISO 8601 date-time

Renewal

Renewal__c

Checkbox

Indicates if the offer is a renewal or not.

true, false (regular Salesforce checkbox from Tackle's connector)

Reseller MSFT Account Id

ResellerMsftAccountId__c

Text (255)

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

N/A — customer-specific ID

Reseller Name

ResellerName__c

Text (255)

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

N/A — free-text

Subscribed At

SubscribedAtDateTime__c

DateTime

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

N/A — ISO 8601 date-time

Tackle Created By

TackleCreatedBy__c

Text (255)

User who created the offer.

N/A — free-text

Tackle Id

TackleExternalId__c

Text (255), ExternalID, unique, case sensitive

Unique internal Tackle identifier for each offer.

N/A — system-generated unique ID

Tackle Last Modified By

TackleLastModifiedBy__c

Text (255)

Last user to modify the offer.

N/A — free-text

Tackle Product Type

TackleProductType__c

Text (255)

Product type of the offer.

saas, ami, professional_services

TCV Gross Amount

TcvGrossAmount__c

Number

Total contract value of offer.

Stored as text with two decimal places (e.g., 1234.50)

Usage

Usage__c

Checkbox

Indicates if the offer is meterable.

true, false (regular Salesforce checkbox from Tackle's connector)