Tackle keeps your co-sell data accurate and consistent between your Salesforce org and shared with cloud partners like AWS and Microsoft, using a combination of real-time and scheduled sync mechanisms.
By default, real-time syncing in Salesforce is disabled to avoid exceeding API call limits that some organizations may have. Tackle recommends that you enable real-time syncing so you won’t lose any momentum in your co-sell deals.
How each type of attribute syncing works
Scheduled sync
Tackle runs an hourly scheduled sync using Salesforce’s Bulk API, which is enabled by default.
Executes hourly to identify relevant Opportunity records.
Syncs key fields, like Estimated Close Date, Amount, and Stage, based on your field mapper configuration.
This scheduled sync is optimized for reliability and scale, handling large volumes of records with minimal impact on organizational performance. It ensures field-level consistency across your Salesforce org and your cloud partner records each time it runs.
Real-time sync (optional)
Tackle can also update sync data in real-time, triggered whenever a Salesforce Opportunity is updated and linked to a Microsoft or AWS co-sell record. This sync is not enabled by default.
Updates to relevant Opportunities automatically trigger downstream updates for co-sell records.
Syncs key fields, like Estimated Close Date, Amount, and Stage, based on your field mapper configuration, to remain aligned across systems.
Updates asynchronously, saving your Salesforce Opportunity record update before syncing to another system. This way, any related automation, like triggers or flows, are not delayed or interrupted.
This real-time sync is optimized for speed and agility, helping you follow the momentum of quickly-moving co-sell deals and close them faster and more reliably. Once activated, it runs quietly in the background. Follow the steps in the next section of this article to learn how to enable real-time syncing.
By combining real-time and scheduled syncs, you get the best of both worlds:
Speed from real-time automation that ensures deal momentum isn’t lost.
Reliability from scheduled syncs that reinforce data completeness and alignment.
Enable real-time attribute syncing
Note
To follow these steps you must be signed in to Salesforce as an Administrator.
Sign in to Salesforce as an Administrator and click the gear icon to enter Salesforce Setup. Then, click Setup.
In the Quick Find box, search for "Flows" and then click Flows under the Process Automation section.
Find the flow named Tackle Sync and then click on the name (Tackle Sync) to open the flow.
Click Activate.