Co-selling with Google Cloud through Salesforce helps drive a more strategic partnership, increasing your revenue growth and deal size. Feature capabilities when using the Tackle for Salesforce integration to manage your Google co-sell registrations include:
Create a co-sell registration and track activity history
Edit or update a co-sell registration
Request to close a co-sell registration
Before you start co-selling from Salesforce
Complete the setup and onboarding steps in the order below. After, get to know the Tackle for Salesforce view.
Set up and publish your Google field mapping
Test your setup (optional)
Tackle for Salesforce view
For each opportunity in Salesforce, you’ll see the Tackle for Salesforce view. Use this view to create, view, edit, and request to close your co-sell registrations. Additionally, you can drill into key details about your registrations, including:
Created date
Co-sell name
Co-sell status
Co-sell stage
Last updated
Estimated close date
Estimated partner total contract value (TCV)
Create Google co-sell registrations from Salesforce
You can submit a Google co-sell registration directly from your Salesforce opportunity.
In Salesforce, go to Opportunities, and click the opportunity you want to submit a co-sell registration for.
In the Tackle for Salesforce view, click the Co-Sell tab and then select Google from the Create co-sell options.
Enter information for all the required sections and fields. Some information may be optional.
When you’re done completing the form, click Submit to cloud, or click Save draft to save your registration as a draft.
How to use the Google co-sell registration form from Salesforce
Each section in the form requires you to enter details specific to the Google co-sell registration you’re creating. See each section to know the information you need and what you can skip for a later time:
Customer details
Partner details
Opportunity details
Opportunity terms
Customer details
Use this section to identify the customer and confirm you’re registering the right account. This information should be accurate and consistent with how the customer appears in your CRM and internal notes.
Partner details
Use this section to describe your company’s sales context so the registration can be routed and understood correctly. Think of this as the “routing and status” snapshot.
Opportunity details
Use this section to explain the solution, the expected timing, and the size of the opportunity. Keep this section short, specific, and easy to skim.
Qualification, compliance, support, and delivery
Use these fields for public sector and confidentiality needs, and to clarify what you need from Google and how you’ll deliver.
Opportunity terms (required acknowledgements)
These legal acknowledgments are required by Google to create the co-sell registration, and cannot be changed after Google accepts it.
Then choose one of the following options:
Save draft — keep working later without sending the opportunity to Google.
Submit co-sell — send the registration to Google for review.
What to expect after submitting a Google co-sell registration
When Google accepts a co-sell registration:
Tackle updates the status and any Google-assigned values (for example, Google deal number and Google seller owner).
Some fields will become locked after Google accepts the registration.
When Google does not accept the registration:
Review the rejection reason in the co-sell details.
Update any information requested by Google in their rejection.
Submit again to continue co-selling.
View Google co-sell activity history from Salesforce
Once a Google co-sell registration is created from Salesforce, you can track activity history in the co-sell details page.
Edit Google co-sell registrations from Salesforce
You can edit certain details on Google co-sell registrations. Fields that can’t be changed will be locked and grayed out.
Close Google co-sell registrations from Salesforce
Only Google can officially mark a co-sell registration as closed won or closed lost. However, you can request to mark a deal as won or lost in Tackle.
View Google co-sell registrations from Salesforce
In Salesforce, navigate to your report by searching for Tackle GCP Opportunities.
Open the report to view your list of Google co-sell registrations.
To view Google-originated co-sell registrations, filter the list view where Source = GOOGLE.
Create a Tackle co-sell opportunity upon Salesforce opportunity update or creation
You can automate the creation of a Google co-sell opportunity in Tackle when a Salesforce opportunity is updated or created. This automation uses a Salesforce invocable action to trigger co-sell creation based on your configured criteria.
Before you begin
Make sure you have:
The latest version of Tackle for Salesforce installed.
Google co-sell onboarding completed in Tackle.
Google field mapping set up and published.
Salesforce admin permissions to create and manage flows.
Set up the invocable action
In Salesforce, go to Setup and search for Flows in the Quick Find box.
Select Flows and click New Flow.
Choose Record-Triggered Flow and click Create.
Configure the trigger: Object: Opportunity. Trigger the flow when: A record is created or updated. Set your entry conditions based on the criteria that should trigger a Google co-sell creation.
Add an Action element to the flow: Search for the Tackle co-sell invocable action. Map the required fields from the Salesforce opportunity to the invocable action inputs.
Save and activate the flow.
Test the automation
Create or update a Salesforce opportunity that meets your trigger criteria.
Verify that a Google co-sell opportunity was created in Tackle.
Check the Tackle for Salesforce view on the opportunity to confirm the co-sell registration appears.
Tip: Test in a sandbox environment before activating the flow in production.