You must link your co-sells to Salesforce opportunities to ensure your marketplace co-sells are in sync through unique IDs.
This feature is available for AWS Marketplace and Microsoft commercial Marketplace.
Bulk link or relink co-sell opportunities
Note
You must link your co-sells to Salesforce opportunities to ensure your marketplace co-sells are in sync through unique IDs uploaded as a CSV file.
Bulk linking will automatically sync the latest Salesforce Opportunities to the cloud marketplace. This auto-sync is currently available for AWS Marketplace only.
When you're ready to upload your CSV file and start bulk linking or relinking your co-sells:
Sign in to Tackle and go to Account Settings > Co-Sell.
Go to the marketplace you want to use and click Bulk Link co-sell opportunities to Salesforce opportunities. The Bulk link page opens.
Drag and drop your CSV file to the page or upload your file from your computer.
Important: Your CVS file must include the following columns:Cloud ID
Opportunity ID
Opportunity: Opportunity Name (optional)
Once you submit the file, the linking will occur automatically. You can track the progress of it in the table below the gray upload box.
Note: If an error occurs during bulk linking, Tackle will provide a link to an error report.
Once the process is finished, all existing co-sells will be linked again and the linked co-sells will show in the Tackle Widget in Salesforce.