In order to troubleshoot some issues with the Tackle Salesforce App, the Tackle support team may need access to your Salesforce instance.
Warning
This article is for troubleshooting purposes only. Do not follow the steps in this article unless required to fix a problem with your integration.
If you have any questions, please consult your IT department or Salesforce administrator first.
Log in to your Salesforce account and view Salesforce in the "Lightning" experience. Click the user avatar icon in the top-right corner, then click Settings.
The user setting screen appears. On the left menu, expand "My Personal information" and click “Grant Account Login Access”. Scroll down to find “Tackle Support.”
Select how long you’d like to give Tackle access. We recommend no more than 7 days to ensure access control and limited scope, then click “Save.”
