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Salesforce
Salesforce
Connect and automate your cloud GTM workflow.
By Steve and 1 other
2 authors
51 articles
Introduction to the Salesforce integration
Installation and setup
Tackle for Salesforce — Preparing to install
Tackle for Salesforce — Installation guide
Tackle for Salesforce — Map your Salesforce fields
Tackle for Salesforce — Upgrade from a legacy version
Sync co-sell data between Salesforce and cloud partners
Legacy versions
12 articles
Co-sell from Salesforce
Manage AWS co-sell opportunities from Salesforce
Manage Microsoft co-sell opportunities from Salesforce
Automate updates to AWS co-sell opportunities
Create co-sell opportunities in bulk in Salesforce
Link and relink AWS co-sells to Salesforce opportunities
Legacy versions
1 article
ACE v14 migration (Legacy)
10 articles
Offers in Salesforce
Manage private offers from Salesforce
Legacy versions
3 articles
Marketplace scoring in Salesforce
Score accounts in Salesforce
Reporting
Tackle for Salesforce — AWS Reporting
Best practices
Field mapping best practices
Troubleshooting
Tackle for Salesforce troubleshooting
Test and troubleshoot your Salesforce connection
Grant Tackle support access to Salesforce
Legacy versions
3 articles
Reference guides
Tackle for Salesforce system permissions reference guide
Tackle for Salesforce data dictionary
Tackle for Salesforce integration data model
Tackle for Salesforce previous version (2.0) data dictionary