Salesforce
Connect and automate your cloud GTM workflow.
By Brian and 2 others3 authors67 articles
Introduction to the Salesforce integration
Prepare to install Tackle for Salesforce
Tackle for Salesforce installation guide
Map your Salesforce fields
Upgrade from a legacy Salesforce integration version
Sync co-sell data between Salesforce and cloud partners
Additional required permissions for your Tackle for Salesforce integration user
Tackle for Salesforce — Upgrade to version 2.7
Manage AWS co-sell opportunities from Salesforce
Automate your AWS co-sell opportunity workflows
Manage Microsoft co-sell referrals from Salesforce
Automate your Microsoft co-sell referral workflows
Create co-sell opportunities in bulk from Salesforce
Link and relink co-sells to Salesforce opportunities
Change Salesforce Opportunities linked to co-sell records
Fields available to edit in AWS co-sells
Tackle for Salesforce system permissions reference guide
Tackle for Salesforce data dictionary
Tackle for Salesforce integration data model
Tackle for Salesforce previous version (2.4) data dictionary
Tackle for Salesforce previous version (2.4) system permissions reference guide
Tackle for Salesforce previous version (2.5) data dictionary
Tackle for Salesforce previous version (2.5) integration data model