Preview feature
This feature is currently in preview and not yet accessible to all Tackle customers. For more information, contact [email protected].
This guide outlines how to create reports on your AWS co-sell and offers data using Salesforce Report Types. Report Types are reports that show data from several different objects in Salesforce, and are selectable when building a new report. These reports will use the custom objects included in your Tackle for Salesforce app.
To learn more, see these guides from Salesforce:
AWS co-sell reports in Salesforce
Report Type: Opportunities with and without Tackle AWS Co-sells
The Opportunities with and without Tackle AWS Co-sells Report Type is used to report on the following Salesforce objects:
Opportunity
Tackle AWS Co-sell Opportunity
Tackle AWS Co-sell Contact
Follow these steps to create your report:
In Salesforce, click the App Launcher icon. Then, search for and select “Reports”.
In the Reports menu, click New Report. Then, in the Category column, click All.
Search for and select “Opportunities with and without Tackle AWS Co-sells”.
Click Start Report to begin building a new report for this Report Type.
In the main reporting panel, click to show All Opportunities.
Click Filters > Date > Created Date > All Time. When you’re finished, click Apply.
Click Outline > Show all Fields, then click the Opportunities folder to expand it.
In the Opportunities folder, drag each field you want to include in your report into the Columns section of the report builder.
Click the Tackle AWS Co-sell Opportunities to expand it. Then drag each field you want to include in your report into the Columns section of the report builder.
Click the Tackle AWS Co-sell Contacts folder to expand it. Then drag each field you want to include in your report into the Columns section of the report builder.
Note: The Tackle AWS Co-sell Contact Object stores contacts related to the Tackle AWS Co-sell. Contact types include:AWS Contacts
Customer Contacts
Sales Contacts
Click Save to save your report, or follow the next steps to add a cross filter to your report to only show Opportunities with an AWS co-sell opportunity.
Add a cross filter to your report to only show Opportunities with AWS co-sell
In your report builder, click Filters, then select the drop down arrow.
Click Cross Filter > Opportunities > With > Tackle AWS Co-sell Opportunities. Then click Apply.
Click Save, then click Update the Report Name > Select Folder. Click Public Reports if you would like to share the report, or Private Reports to limit access. When you’re finished, click Save.
Report Type: Tackle AWS Co-sell Invitations
The Opportunities With and Without Tackle AWS Co-sells Report Type is used to report on the following Salesforce objects:
Tackle AWS Co-sell Invitation
Follow these steps to create your report:
In Salesforce, click the App Launcher icon. Then, search for and select “Reports”.
In the Reports menu, click New Report. Then, in the Category column, click All.
Search for and select “Tackle AWS Co-sell Invitation”.
Click Start Report to begin building a new report for this Report Type.
In the main reporting panel, click to show All Opportunities.
Click Filters > Date > Created Date > All Time. When you’re finished, click Apply.
Click Outline > Fields, then click the Tackle AWS Co-sell Invitation folder to expand it.
In the Tackle AWS Co-sell Invitation folder, drag each field you want to include in your report into the Columns section of the report builder.
Click Save, then click Update the Report Name > Select Folder. Click Public Reports if you would like to share the report, or Private Reports to limit access. When you’re finished, click Save.
AWS offers reports in Salesforce
Report Type: Opportunities with and without Tackle AWS Offers
The Opportunities With and Without Tackle AWS Offers Report Type is used to report on the following Salesforce objects:
Opportunity
Tackle AWS Offers
Follow these steps to create your report:
In Salesforce, click the App Launcher icon. Then, search for and select “Reports”.
In the Reports menu, click New Report. Then, in the Category column, click All.
Search for and select “Opportunities with and without Tackle AWS Offers”.
Click Start Report to begin building a new report for this Report Type.
In the main reporting panel, click to show All Opportunities.
Click Filters > Date > Created Date > All Time. When you’re finished, click Apply.
Click Outline > Show all Fields, then click the Opportunities folder to expand it.
In the Opportunities folder, drag each field you want to include in your report into the Columns section of the report builder.
Click the Tackle AWS Offers folder to expand it, then drag each field you want to include in your report into the Columns section of the report builder.
Click Save to save your report, or follow the next steps to add a cross filter to your report to only show Opportunities with an AWS offer attached.
Add a cross filter to your report to only show Opportunities with AWS offers
In your report builder, click Filters, then select the drop down arrow.
Click Cross Filter > Opportunities > With > Tackle AWS Offers. Then click Apply.
Click Save, then click Update the Report Name > Select Folder. Click Public Reports if you would like to share the report, or Private Reports to limit access. When you’re finished, click Save.