After you download and install the Tackle package in Salesforce, the next step is to go through a handful of tasks to set up the integration so everything works properly — and Tackle provides a handy assistant app to guide you through each of these steps. The Tackle Setup Assistant is packaged with your Tackle - Salesforce integration. Find it by typing Tackle in the App Launcher of your Salesforce instance.
Important
You must have Tackle Package Integration Manager permissions to complete the steps outlined in the Tackle Setup Assistant. Ask your Salesforce Admin to configure these permissions for you. If you do not have the proper permissions, you will see a banner like this:
Launch the Tackle Setup Assistant
After you download and install the integration, get started by accessing the Tackle Setup Assistant:
In Salesforce, click the App Launcher and search for Tackle Setup Assistant. Click to open it.
The Tackle Setup Assistant shows the steps needed to set up the integration. Also, it shows which Tackle features are enabled with your subscription, the package version you are setting up, and a help resource section at the bottom with your org ID and a link to Tackle Support. Click Start next to the step you want to work on. As long as you configure permissions and connect Tackle and Salesforce, the remaining steps do not need to be completed in the order shown.
Tip: If you don't see the features you expect, contact Tackle Support🔗 and provide your Salesforce Org ID so they can add the necessary entitlements to your subscription.
When you complete a step, the Start button changes to Edit in case you want to manage changes later. Learn more about each step in the Tackle Setup Assistant:
System Connections: Connect Tackle and Salesforce
Error Retry Batch Scheduler: Set up an automated retry
Debug Log Management: Enable debug logs
Add Tackle Flow Actions: Add buttons to trigger Tackle features
Field Mapping: Map fields
Configure any additional Tackle features necessary for pipeline scoring, co-sell, and offers to work with your process.
Connect Tackle and Salesforce
This is a required step to integrate Tackle with your Salesforce instance. This step must be completed by the Tackle Administrator for your company. The Salesforce client id and secret will not be available to standard Tackle Users.
In the Tackle Setup Assistant, click Start under System Connections.
Follow the link to the Tackle Salesforce Integration🔗, (in the Tackle application, click Integrations > Configure for the Salesforce integration). Copy and paste the Client ID and Secret you see there, from Tackle into the two fields you see when you expand System Connections in the Tackle Setup Assistant. Click Connect.
When the connection is successful, click Next.
Click Authorize to grant Tackle access to your Salesforce instance. In the pop-up, click Allow. Click Finish. Now Salesforce and Tackle are connected.
Additional setup for your Tackle for Salesforce integration
The following steps are designed to make your Tackle for Salesforce integration flow more reliably and efficiently.
Set up automated retry
Prevent issues in the future by setting up an automated retry if Salesforce fails to send data to Tackle. For example, during an unexpected disconnect, you can configure the integration to retry sending data.
Click Start in the Tackle Setup Assistant next to Error Retry Batch Scheduler.
Under Job Frequency select an option for how often you want Salesforce to attempt to re-send data that fails to post.
Under Job Start Time, select the option you want.
Click Activate, then click Activate again in the pop-up.
Click Finish.
Enable debug logs
Automatically create activity logs for use in the debugging process. You can choose to log both success and error activity, or just error activity.
Click Start next to Debug Log Management in the Tackle Setup Assistant.
Under Logs Captured, choose whether you want to capture errors only, or errors and successes. (Do not set to None as that will interfere with error handling for packaged flow templates.)
Enter the number of logs you want to retain next to Max Log Records Retained, up to 1000. This is the maximum number of log records that will be saved in this Salesforce organization log. If the limit is hit, older records will be automatically removed to make room for new ones.
Click Finish.
In the Tackle Setup Assistant, select the Package Log tab to view logs. Select an individual package log record to see details of the record. If there are errors in the Package Log that need resolution, please contact Tackle Support🔗.
Add buttons to trigger Tackle features
Configure Salesforce to display Tackle-managed buttons to make it easy to access to Tackle features in Salesforce. You only need to add buttons for the Tackle features you have enabled and are using, but it may be most efficient for your Salesforce admin to complete all of these at once.
Important
You must have Salesforce admin permissions to complete these steps.
Sellers (with Tackle Sales Operator permissions) can create co-sell opportunities and create offers in Salesforce. To do this, they will need buttons to open the forms and initiate the process.
In Salesforce Page Layouts🔗, click Opportunity Layout. (If you are using multiple opportunity layouts, you will need to repeat this whole process for each one.)
Hover over the Salesforce Mobile and Lightning Experience Actions section. Then drag the Tackle Co-Sell button from Opportunity Layout > Mobile and Lightning Actions to the Salesforce Mobile and Lightning Experience Actions enable the new button.
Note: If you are unable to access the Salesforce Mobile and Lightning Experience Actions section, hover and click the wrench icon to enable changes.
Repeat the previous step for the Tackle Offers button.
To display information about the co-sells and offers on the opportunity layout, you can include them in the Related Lists. Add Tackle Co-sell and Tackle Offers components to your Related List. Under Setup > Object Manager > Opportunities > Page Layout, drag Tackle Co-Sells and Tackle Offers to the Related Lists section.
Optionally, you can add a related object to Tackle Offers to your opportunity layout. To do this:
Select the Related Lists icon (wrench) for Tackle Offers. A pop-up opens.
Go to the Columns section and for Selected Fields, select the fields you want. This should include Stage.
Note: Make sure to also go to the Buttons section and deselect New and Change Owner. This ensures that the record syncs to Tackle and the marketplace. If you don't, records will not sync.
After you complete this, your related lists for Tackle Offers should appear.
Click Save in the Opportunity Layout section.
To check your work, open an Opportunity Record. You should see Tackle Co-Sell and Tackle Offers as new buttons, as well as in your Related List, like this:
Note: If you do not see the buttons on your Opportunity Record, you may have the Lightning App Builder enabled and you will need to take additional steps. Contact Tackle Support🔗 for assistance.