Problem
Your Salesforce - Tackle integration is experiencing connection-related problems, such as vendor IDs missing from co-sell opportunities.
Solution summary
Some connection problems can be fixed by resetting your Salesforce scratch organization's connection to Tackle.
Before you begin, you'll need the following account permissions:
Tackle Admin to access configuration details in the Tackle Platform
Salesforce Admin (or user with Tackle Package Integration Manager permissions) to modify configuration in the Tackle Setup Assistant in Salesforce
Step 1: Disconnect Salesforce and Tackle
Log in to your Salesforce instance and Go to the Tackle Setup Assistant in Salesforce.
In the System Connections section, click Edit, then click Next..
If your Tackle - Salesforce integration is currently connected, you'll see a green bar with a checkmark titled "Connected." Click Revoke.
A warning message appears. Click Confirm to revoke permission from Salesforce to access your Tackle account.
Refresh your web browser window to return to the Tackle - Salesforce integration setup page. If you see an error banner during this step, it is safe to ignore.
Click Continue next to System Connections to return to the Connect to Tackle menu. Then, click Disconnect.
Another warning message appears. Click Confirm to fully disconnect your Tackle and Salesforce accounts.
Step 2: Reconnect Salesforce to Tackle
Sign in to your Tackle account and use the left menu to navigate to Integrations > Salesforce _ Salesforce integration configuration🔗. In the Connect to Salesforce section, copy your Client ID and Client Secret.
Return to your Salesforce account in the Connect to Tackle page and paste your Client ID and Client Secret values in the respective text boxes. When you're finished, click Connect.
Once the Connected banner turns green, click Next.
Click Authorize to authorize your connection between Tackle and Salesforce. During this step, a pop up window may appear — if it does, click Allow.
Once the Connected banner turns green, click Finish to return to your Tackle - Salesforce integration setup screen.
Now that you've successfully reconnected your Tackle and Salesforce accounts, you should see a green check mark next to System Connections indicating that the re-connection was successful.
If your original connection issues still occur after you follow these steps, please contact our friendly Tackle support team for more assistance.