This data dictionary provides a description of each object and field used by the latest version of the Tackle for Salesforce app (2.1). 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:

Version 2.0 data dictionary

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 2.1:

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 2.1:

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.
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).
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.
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.
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 2.1:

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) 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 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.
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.
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.
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.
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.

What's new - Tackle for Salesforce 2024

Tackle for Salesforce integration data model

Tackle for Salesforce previous version (2.0) data dictionary

Tackle for Salesforce data dictionary

Tackle AWS Co-Sell Opportunity object

Tackle AWS Co-Sell Contact object

Tackle AWS Invitation object

Tackle AWS Offers object

Tackle Buyer Signals

Tackle MSFT Offer object

Tackle MSFT Referral Contact object

Tackle MSFT Referral object

Tackle MSFT Related Referral object