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 and general releases for Salesforce:
Tackle for Salesforce is the latest integration. The most recent version is 2.7. If you are using an older version, update to the latest packaged version to get these releases. Tackle releases new package versions on a quarterly cadence. Off-cadence releases may occur but are rare.
General releases happen on a monthly cadence. These are updates or enhancements that auto occur on the Tackle platform to support the Tackle for Salesforce integration. You don't need to do any package version upgrades to get these releases.
Ultimately, all customers will be expected to upgrade to the latest Tackle for Salesforce app. For more information on the differences between releases, and to learn if your business is ready to upgrade to the latest version, see our article Introduction to the Salesforce integration.
Need to upgrade to the latest version of Tackle for Salesforce?
If you're already using the Tackle for Salesforce app and want to upgrade to the latest version, see How to upgrade the the latest Tackle for Salesforce package.
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.
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), 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.
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.
Note
If you are upgrading from a version before 2.7 to version 2.7 or above, additional post-upgrade steps are required. After completing the package upgrade above, see Tackle for Salesforce — Upgrade to version 2.7 to complete the required post-upgrade steps.
Next step: Install your Salesforce integration
Check out our articles Tackle for Salesforce — Preparing to install to begin integrating with the latest version.