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.
Which fields are synced
Tackle keeps the following fields synced between Salesforce and your cloud provider:
Synced AWS fields
Stage
Target close date
Expected customer spend (You will see this in the Tackle field mapper as the Amount field in the Project section. You may also track this data as “MRR”.)
Solutions
Closed Reason (Only updated when Stage is set to Closed Lost.)
Software Revenue fields (Only updated when stage is set to Launched.)
Delivery model
Effective date
Expiration date
Value
Note
When you submit an AWS co-sell for review, that record will be locked from updates in your AWS account until APN Customer Engagements (ACE) accepts or rejects the opportunity. If you edit it in Salesforce during this time, Tackle will hold on to your changes, then update your co-sell automatically once it can be edited again.
Additionally, when ACE accepts a co-sell opportunity, they will automatically set its Stage field to “Prospect”. If you have it set to a different stage (for example, if you only shared qualified opportunities), Tackle will automatically sync your preferred value to AWS when your co-sell is accepted.
Synced Microsoft fields
Referral substatus (Closed & Won, Closed & Lost, Closed & Error)
Closed Lost reason code (if closing as lost)
Closed Error reason code (if closing as error)
Closed reason notes (if closing)
Deal estimated value and currency
Estimated close date
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 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 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.