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Link and relink co-sells to Salesforce opportunities

Link or relink your co-sell opportunities to your Salesforce opportunities to ensure your marketplace co-sells are in sync.

Leslie avatar
Written by Leslie
Updated this week

You must link your co-sells to Salesforce opportunities to ensure your marketplace co-sells are in sync through unique IDs. Make sure to export existing IDs and then bulk link by uploading your CSV file.

This feature is available for AWS Marketplace and Microsoft commercial Marketplace.

Note

If you're migrating to the new Tackle for Salesforce experience, relinking is necessary to ensure your co-sells align to the latest updates from Tackle and the marketplace. Once the linking process is finished, you’ll see your co-sell information aligned to your Salesforce Opportunities.

Export existing IDs linking Salesforce opportunities to co-sells from Legacy Salesforce

You'll need to export existing IDs that link your Salesforce opportunities to your co-sell opportunities from the Legacy Salesforce app. Learn how to export the report as a CSV from Salesforce.🔗

Tackle recommends that you create a report with Salesforce Report builder on the Tackle Co-Sell object. You must first create a custom report type for the Tackle co-sell object in Salesforce. See the workflows below to start.

Create custom reports

Before you can create a report, you'll need to create a report type and then a report.
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Create custom report type for Tackle Co-sell object in Salesforce

Create a report type to pull the correct opportunity ID field when you create a report.

  1. In Salesforce, go to Settings > Setup.

  2. Search “report type” and click the item on the list.
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    ​Tip: Click X to bypass the The Custom Report Types pop-up if it opens.
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  3. On the Custom Report Types page, click New Custom Report Type.
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    The report type form opens.
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  4. For Select Primary Object, select Tackle Co-sell.

  5. In Details, complete these fields with the following information:

    1. Display Label –– Enter a name for your report type. Use a unique name you can easily find later.

      1. The API Name field will copy your Display Label entry and auto-fill.

    2. Description –– Add a description to easily find your report.

    3. Store in Category –– Make a selection that best fits your business needs.

  6. In Set Availability, select Deployed.

  7. When you’re done with the form, click Next. The report will display.

  8. Click Save to continue to the next step. The report is now created and you’ll be able to edit the report.

  9. Click Edit Layout.

  10. In edit mode, click + Lookup Fields. The Add Fields Via Lookup panel opens to add fields from lookups on this object for related records.

  11. Click Opportunity. This is the CRM ID in Tackle.
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    Then select the Opportunity ID and then click Apply.
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    An Apply Fields menu opens.
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  12. Select a section. You can leave it on the default Tackle Co-sell option. Then click Apply. When the menu closes, click Save at the top right of the page. Once the report is saved, your custom report type will be created.

Now that you've created a custom report type, create your report.

Create a report

You can create a report based on the custom report type. Make sure you first create a custom report type before creating a report.
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Report type: Tackle Co-sell Opportunities

  1. In Salesforce, go to the App Launcher and search “reports”, and then click this line item.
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  2. Click New Report.
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    The Create Report menu opens.
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  3. For Category, select All. In Select a Report Type, search the custom report type name you just created. The results will show the report based on the name you entered.
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  4. Click Start Report. This starts the report. Click the Filters tab.
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  5. For Show Me, select the option that’s applicable to your report. For example, in this example, you would select “All tackle AWS co-sell”. For Created Date, select a date range.

  6. Click the Outline tab and search for and add the following columns: Cloud ID and Opportunity: Opportunity ID.

  7. Click the Filters tab and add the filters Cloud Partner and Opportunity: Opportunity ID. To add, search “Cloud Partner”. In Filter by, select Operator equals and the marketplace (AWS or Microsoft/Azure), and then click Apply.
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    Then search for “Opportunity: Opportunity ID”. In Filter by, select the Operator not equals to, leave the last field empty, and then click Apply.
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  8. Click the Outline tab and add the following columns: Cloud ID, Opportunity: Opportunity ID, and Opportunity: Opportunity Name.
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  9. When you’re done adding filters and updating the outline, click Run at the top right. The report will open and look something like this:
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  10. To export the report you just created, click Edit at the top right and select Export. The Export menu opens.
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  11. Select CSV for format and leave encoding as is. Then click Export.

Bulk link or relink co-sell opportunities

When you're ready to upload your CSV file and start bulk linking or relinking your co-sells:

  1. Sign in to Tackle and go to Account Settings > Co-Sell.

  2. Go to the marketplace you want to use and click Bulk Link co-sell opportunities to Salesforce opportunities. The Bulk link page opens.
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  3. 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)
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  4. 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.
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  5. 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.

Related Articles
Import co-sell opportunities from AWS (Legacy)
Using Co-Sell with Salesforce (Legacy)
Create co-sell opportunities in bulk in Salesforce
Manage AWS co-sell opportunities from Salesforce
Manage Microsoft co-sell referrals from Salesforce
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