Tackle.io

This feature is currently in preview and not yet accessible to all Tackle customers. For more information, contact <a href="mailto:onboarding@tackle.io" rel="nofollow noopener noreferrer" target="_blank">onboarding@tackle.io</a>.

<a href="https://help.tackle.io/en/articles/10487239-tackle-salesforce-integration-overview-and-installation">Go to Tackle - Salesforce integration legacy version articles.</a>

When you install the Tackle for Salesforce package from the Salesforce AppExchange, the following objects are created:

- Tackle Buyer Signal
- Tackle AWS Co-sell Contact
- Tackle AWS Co-sell Opportunity
- Tackle AWS Invitation
- Tackle AWS Offer

This article will briefly explain each object and detail how data flows between these Tackle packaged objects and your standard Salesforce objects. For more information on each field contained in your Tackle packaged objects, see our <a href="https://help.tackle.io/en/articles/11072140-tackle-for-salesforce-data-dictionary">Tackle for Salesforce data dictionary</a>.

- Represents an Account’s propensity to buy for each cloud marketplace. This object uses a Tackle feature to provide insights on potential sales opportunities within AWS, Microsoft commercial marketplace, and Google Cloud Marketplace.

- Stores AWS co-sell details related to an Opportunity in Salesforce. This object 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, as well as the AWS Co-sell Contacts object.

- 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 Opportunity records.

- Stores invitation records initiated by AWS as part of the co-sell process. This object captures information related to AWS-generated co-sell invitations.

- Stores private offer records created in AWS Marketplace. This object tracks offer details such as pricing, terms, and associated buyer and partner information.

1. Tackle Buyer Signal
   - Represents an Account’s propensity to buy for each cloud marketplace. This object uses a Tackle feature to provide insights on potential sales opportunities within AWS, Microsoft commercial marketplace, and Google Cloud Marketplace.
2. Tackle AWS Co-sell Opportunity
   - Stores AWS co-sell details related to an Opportunity in Salesforce. This object 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, as well as the AWS Co-sell Contacts object.
3. Tackle AWS Co-sell Contact
   - 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 Opportunity records.
4. Tackle AWS Invitation
   - Stores invitation records initiated by AWS as part of the co-sell process. This object captures information related to AWS-generated co-sell invitations.
5. Tackle AWS Offers
   - Stores private offer records created in AWS Marketplace. This object tracks offer details such as pricing, terms, and associated buyer and partner information.

Tackle entity relationship diagram (ERD) and summary

The following chart demonstrates how Tackle packaged objects connect to standard Salesforce objects to populate your Salesforce account with Tackle data:

A crow's foot diagram detailing each Salesforce object that can use Tackle data. The Account object looks up data from Tackle Buyer Signals. The Opportunity object looks up data from Tackle AWS Co-Sell Opportunity and Tackle AWS Offer. The Tackle AWS Co-sell Opportunity object looks up data from Tackle AWS Invitation and Tackle AWS Co-sell Contact.

A description of each object used in your Tackle for Salesforce integration, and how data flows between them.

Tackle for Salesforce integration data model

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Tackle for Salesforce integration data model

Tackle object descriptions

Tackle entity relationship diagram (ERD) and summary