Automating your Microsoft co-sell workflows helps take your manual updates to "set it and forget it," enhancing your sales process. Complete the steps below to enable auto syncing and closing for all your Microsoft co-sell referrals.
Auto-sync Salesforce opportunity data to Microsoft co-sell referrals
Sync stages and important fields between Salesforce opportunities and Microsoft co-sell referrals to keep records up to date and error free.
What’s synced automatically:
Target close date
Deal value
Currency
To auto-sync data:
In Tackle, go to the left menu and click Account Settings.
Click Field mapper. The field mapper opens.
For Tackle objects, click Co-Sell and then click the Microsoft tab for the marketplace.
Map your Salesforce fields to the corresponding Microsoft fields.
When all edits to the field mapper are complete, publish your mapping. Once the mapping is published, the important fields will update on your co-sell automatically when changed.
Note
You can view the last date the co-sell was updated in the Tackle for Salesforce view in the Salesforce opportunity.
Auto-close Microsoft co-sell referrals as Lost from Salesforce
Automatically close Microsoft referrals as Lost when Salesforce opportunities move to Closed Lost.
To set up auto-close:
In Tackle, go to the left menu and click Account Settings.
Click Field mapper. The field mapper page opens.
For Tackle objects, click the Co-Sell tab and then click the Microsoft tab for the cloud marketplace.
In the field mapper form, go to the Auto-close fields section.
For each field, select to map your Salesforce value and Default value where applicable.
Note: Error reason is required.
As you’re mapping the fields, make sure to click the Map picklist icon next to a field to map picklist and multipicklist values. This mapping must be completed for the automation to work as expected. In this case, you’ll need to map Salesforce value: Closed Lost to the Microsoft Partner Center value: Lost. For Salesforce value Closed Won, select Won as the Microsoft value.
Map any other required fields.
When you’re done, click Publish. After you publish, the Microsoft co-sell will close automatically when a Salesforce opportunity moves to Closed Won or Closed Lost.