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
Tackle MSFT Referral
Tackle MSFT Related Referral
Tackle MSFT Referral Contact
Tackle MSFT 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 Tackle for Salesforce data dictionary.
Tackle object descriptions
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.
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.
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.
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.
Tackle AWS Offer
Stores private offer records created in AWS Marketplace. This object tracks offer details such as pricing, terms, and associated buyer and partner information.
Tackle MSFT Referral
Stores Microsoft commercial marketplace referral details related to an Opportunity in Salesforce. This object serves as the primary record for tracking Microsoft referrals details, including partner interactions and status updates. It links to the associated Opportunity, as well as the MSFT Referral Contacts and MSFT Related Referral objects.
Tackle MSFT Related Referral
Stores Microsoft commercial marketplace related referral details. This object serves as the record for tracking Microsoft related referrals, which are partner or Microsoft copies of the referral. It links to the associated MSFT Referral object.
Tackle MSFT Referral Contact
Stores customer, seller, and Microsoft commercial marketplace contacts involved in a referral. This object ensures that key stakeholders (such as internal sales teams, Microsoft Partner Network representatives, and customer decision-makers) are properly associated with the Tackle MSFT Referral records.
Tackle MSFT Offer
Stores private offer records created in Microsoft commercial 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:
