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Link private offers to Salesforce opportunities

Link private offers created in Tackle to your Salesforce opportunities to ensure your offers are in sync.

Written by Brian Palmer

You can link to private offers for AWS Marketplace, Google Cloud Marketplace, or Microsoft commercial marketplace.

  1. Go to Offers in TacklešŸ”—.

  2. Find the the private offer you want to link and click to open offer details.

  3. If your Tackle account is connected to Salesforce and your private offer does not already have an Opportunity ID linked to it, you'll see a banner (below).
    ā€‹Note: The banner show in all offer statuses.
    ā€‹

  4. Click the Add Opportunity ID link or click Edit offer on the right.

  5. Go to the Additional fields (optional) section and enter your Opportunity ID to link to Salesforce.
    ā€‹

  6. Click Update offer.
    Once the offer is updated in Tackle and synced, your private offer will be available in the Tackle for Salesforce view on your opportunity in Salesforce. If the offer does not show, try refreshing your Salesforce page.
    ā€‹

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