Tackle integrates with Salesforce to bring Tackle features inside the leading Customer Relationship Management (CRM) platform. Whenever possible, we recommend installing and using this integration, so your team can access the benefits of Tackle without ever leaving one of the most central apps in your workflow.
About your Salesforce app version
Tackle has two separate managed packages for Salesforce:
Tackle for Salesforce is the latest integration, and brings an updated Tackle user experience inside your Salesforce account.
The legacy Salesforce integration, also called the Tackle - Salesforce integration, is still supported for customers who previously installed it, but is no longer available for new installations.
Eventually, all customers will be expected to upgrade from the legacy integration to Tackle for Salesforce. If you want help determining whether your account setup is ready for upgrading, contact your Tackle representative or email [email protected].
Ongoing support for Salesforce app versions
New feature development will only be added to the Tackle for Salesforce app moving forward. You can find information about ongoing feature upgrades and new package versions in the Salesforce release notes in this help center.
Most new feature releases for Tackle for Salesforce will not require your Salesforce administrator to install a new version of the app! New packager versions of Tackle for Salesforce will only be required when they include include new objects and fields connected to new features, along with security enhancements and bug fixes.
When a new version of the Tackle for Salesforce app is released, you'll see a banner in Tackle on the Integrations page prompting you to upgrade. You are expected to keep your app up-to-date, and Tackle will support each previous minor version for two months after release of the newer version.
Tackle will also continue to minimally support the legacy Tackle - Salesforce app as we assist customers with upgrading to Tackle for Salesforce. We will announce the official deprecation date of the legacy app (versions 1.49 and earlier) at least 30 days in advance.
How to upgrade to the latest Tackle for Salesforce package
Any time Tackle releases a new package version of the Tackle for Salesforce app (marked by a version number, such as “2.2”), you will need to upgrade to the latest version. You can find out about new package versions via a notification banner on the Tackle Integrations page, or in our release notes.
If you are using the legacy Tackle for Salesforce integration (version 1.49 and prior), follow our guide Upgrade from a legacy Salesforce integration version instead.
Upgrading your package with standard settings requires your Salesforce Admin and should take less than 30 minutes. To upgrade your Salesforce instance to the new package:
Log in to your Salesforce organization as a Salesforce Admin.
Click Get It Now to install into production. If you’d like to install into Sandbox first, click Try It instead.
Choose the User ID for the Salesforce org you would like to install the package into using the Connected Salesforce Accounts menu, then click Install.
Review the details of your package upgrade, then click Confirm and Install.
Next step: Install your Salesforce integration
Check out our articles Tackle for Salesforce — Preparing to install to begin integrating with the latest version.