A list view is a reporting feature in Salesforce that displays all records from one Salesforce object in a single list, filtered by relevant data. Among the different reporting options included in Tackle for Salesforce, list views are the quickest and easiest to set up, with three useful list views already included when you install the latest package:
AWS Co-sell Invitations
Draft Offers
Cloud Errors
These pre-installed list views are especially useful because each one highlights a different kind of urgent item that needs attention or follow-up.
To learn more about list views, see this article from Salesforce: Work with List Views in Lightning Experience🔗.
How to access a list view in Salesforce
When you navigate to any Salesforce object, the list of records you see in the main panel is a list view. To switch between different list views in each object, click the down arrow icon next to the object name, then select your list view from the drop-down menu. To make that list view appear by default on the object, click the pin icon.
Tackle preinstalled list views
Co-sells with Cloud Errors
Objects it’s found on: Tackle AWS Co-Sell Opportunity, Tackle GCP Opportunity, Tackle MSFT Referral
Data it shows: Lists all co-sell records that have a discrepancy compared to your cloud data. Uses the field
HasCloudErrorsfor filtering.How to use it: Check this list view regularly to monitor the health of your integration and make sure data is passing correctly. For each co-sell in this list view, you can then investigate to correct the data error.
Draft Offers
Objects it’s found on: Tackle AWS Offers, GCP Draft Offers, MSFT Draft Offers
Data it shows: All offers in the draft stage for your marketplace opportunities. Uses the field
OfferStatus__cfor filtering.How to use it: Complete and submit your draft offers from one centralized list to stay on top of your pending follow-up items.
AWS Co-sell Invitations
Object it’s found on: Tackle AWS Invitation
Data it shows: All co-sell opportunities received from AWS that are pending approval. Uses the filter criteria
Sender Company Name = AWS.How to use it: Accept or reject each of your inbound co-sell opportunities from one centralized list to keep your deals moving swiftly.
Build your own custom list view
You can also build your own list views to display Tackle data however you want. For more help, see this article from Salesforce: Create a List View🔗.