This connection allows Tackle to access and push records to ACE on your behalf. Ensure you have the appropriate permissions and complete the required setup and steps to get started.
Required setup
Permissions
You must have the required permission to set up ACE and related features and connections. Permissions include:
AWS admin
Alliances lead
SFDC admin (if you're using the Tackle for Salesforce integration)
Tip: If you need to work with others who have permissions, you can add collaborators in Tackle > Account Settings > Co-Sell.
Complete setup in Tackle
In Tackle, you'll find a guided setup page. To access and start setting up a connection:
In Tackle, go to the left menu and click Account Settings > Co-Sell tab.
In the AWS section, click the tile labeled “Connect Tackle to ACE to co-sell with AWS” to reach the AWS co-sell setup page.
Complete the guided setup steps and workflows below (starting with Step 1).
When you're done completing the steps, test your AWS account's connection with Tackle.
Note
If you are migrating to Tackle from a different co-sell solution, set up the Salesforce integration first so that you can continue using your previous solution until you are ready to switch. When you are, set up co-sell with AWS using the steps above. Otherwise, follow this guide first to set up co-sell on AWS before setting up your Salesforce integration.
Step 1: Prepare your AWS account
Create an AWS account (console). This account will be used when publishing your listings and managing disbursement of sales. It is easiest to create a brand new AWS account that is linked to your master account. By creating or linking a new account🔗 you are isolating your production and development accounts from your Tackle managed listings. Sign in to this account to complete the following steps.
Important: If you have already set up a listing with AWS, you have completed this step.Ensure that the account has access to create roles, stacks, enroll in Commerce Analytics Service, and configure financial services.
Accept the AWS Terms and Services🔗.
Complete the Tax Information Interview🔗.
Complete the Banking Information🔗.
Complete the Company Public Profile🔗.
Step 2: Link Partner Central to the marketplace
Important
If you use AWS IAM Identity Center (formerly AWS Single Sign-On) to sign in to your AWS Marketplace account, you must sign in to your AWS Marketplace account with administrator privileges first, before performing the rest of these instructions. Then, open a new browser tab and proceed with the steps below.
Sign in to AWS Partner Central🔗 with an Alliance Lead or Cloud Admin role.
In the Account Linking section on the homepage, click Link Account.
Go to Account Linking and then select Link Accountagain.
Note: This is separate from the similar action you took in step 2.Select IAM user, and then enter the AWS Account ID for your AWS Marketplace account.
Click Next, and then sign in to the AWS account.
Click Allow to authorize the connection between your AWS Partner Central and AWS Marketplace accounts.
For more information, see AWS documentation🔗 in Partner Central.
Step 3: Create a production role
For Tackle to support you in the AWS marketplace, allow Tackle to manage your listings and provide support for transactions.
AWS uses a Cloud Formation Template (CFT) for their resource provisioning.
In Tackle, go to Account settings > Marketplace > AWS > Grant Tackle Access🔗 (for marketplace) or to Account settings > Co-sell > AWS🔗 (for Co-Sell only).
Click the link (under Grant Tackle Access for marketplace, or under Connect Tackle and AWS Marketplace for co-sell) to initiate the Cloud Formation Template (CFT) that creates a Tackle role. (You only need to do this once, either for co-sell or marketplace.)
Finish the process in the AWS Marketplace Management Portal. Review the template URL, stack name and parameters, then check the box to acknowledge creation and click Create stack.
In the AWS Marketplace Management Portal, go to AWS Account Roles🔗 and search for Tackle.
Click on the Role Name for the role you just created. In the page that opens, under Summary, copy the Tackle Role ARN.
In Tackle, in the same page you used above, paste the ARN you just copied in the Tackle Role ARN field and click Save. You only need to do this once, either for co-sell or marketplace.
Step 4: Enable role permissions
Required permissions: Alliance Lead🔗
Click Launch Stack and then click Continue to open your AWS Management Console in a new tab. Click Grant Access if prompted.
In your AWS Management Console, click Create Stack to finish granting access. Your CFT will get to work in your AWS account setting up your Tackle role parameters.
Click the Refresh icon until your connection is validated.
That’s it. You’ve completed the steps to set up your Tackle account to co-sell on AWS Marketplace. Now test your connection and set up your Salesforce integration if you haven’t already.
Before you launch: Test your connection in Tackle
Before we can go live with co-selling, use the Tackle test tools to make sure everything is working properly.
In Tackle, go to Account settings > Co-sell🔗 and click AWS.
Click Step 4: Enable Role permissions to expand the step. Complete the steps shown if you have not already, then click Test connection.
If your test is successful, you will see confirmation that you have successfully set up co-sell in Tackle.
Note: If your test was not successful, you'll see an error message. Check to be sure all the steps are complete and then repeat giving Tackle access to your S3 bucket, and clicking Test connection. If the issue persists, contact Tackle Support.
You're done. Your Tackle account is now connected to AWS and ready to co-sell. Learn more about creating new co-sell opportunities in Tackle.
See next steps to integrate your Tackle account with Salesforce.
Next steps: Integrate with Salesforce
Now that you've set up in Tackle, you will see a status that shows if your organization has the Salesforce integration set up or not. Click the Email setup steps to share this with your Salesforce admin.
Tip
If you don't have Salesforce, you can still co-sell, but the integration can improve your workflow by allowing you to make changes directly in Salesforce.