The Tackle - Salesforce integration connects your Salesforce instances to cloud co-sell and marketplace portals through Tackle. This way, sellers can send and receive co-sell opportunities and initiate marketplace transactions directly from Salesforce. Additionally, decision-makers can use the integration to score your sales pipeline for insights on which prospects are most likely to purchase on the cloud marketplaces.
Latest version of the Tackle - Salesforce integration (Release Notes)
The version you are currently using can be found in Salesforce > Tackle Setup Assistant or in the Salesforce Setup Panel🔗. Documentation shown here applies to the most recent version of the Tackle - Salesforce Integration. You should upgrade to the latest version to take advantage of the latest features and bug fixes.
By installing the integration your sellers can use Tackle features for marketplace scoring, co-selling and offers directly in Salesforce.
When you implement the Salesforce integration, offers and co-sell records that are created in Salesforce are updated in the cloud and Tackle as well. Additionally, all listings in Tackle are synced to your Salesforce instance. However, you can change which listings are synced by contacting Tackle Support🔗.
Get started
Before you begin, you'll need to:
Contact your Tackle account manager to include the Tackle - Salesforce integration in your subscription.
Gather a team for installing and managing your Salesforce integration, including members with knowledge about how to use Salesforce (access to their learning🔗 and developer🔗 documentation can be helpful if you get stuck), as well as members who understand your organization's go-to-market strategy and Tackle implementation, including details about the marketplace, potential buyers, and co-sell and offers workflows.
Choose or create a user in your Tackle account to act as your Salesforce integration administrator, and set this same user up in Salesforce with permission to edit the Accounts object, and with the permission for "Tackle Package Integration Manager".
Install the Tackle-Salesforce package
Download the Tackle package from Salesforce's AppExchange to set up the integration:
Open the Tackle listing in Salesforce AppExchange🔗 and click Get It Now. If you are not already signed in to the organization where you want to install the package, Salesforce will prompt you to sign in.
Select the option to Install for Admins Only. This allows you to control access and permissions after the package is installed. Once selected, a pop-up opens.
Tip: Learn more about package installations in Salesforce documentation.
Select the box next to Yes, grant access to these third-party web sites, and then click Continue to start the package installation. This is to allow data to be sent back and forth between your Salesforce org and the Tackle application.
After the package is installed, you can find it in Setup > Installed Packages.
Configure permissions
Configure permission sets to allow users access to do the work for their user function. Salesforce uses permission sets or groups of permissions that can be assigned to users in a particular user function. The Tackle-Salesforce Integration permission structure allows for two functions:
Tackle Sales Operator: For example, this would be the user on your sales team who will be working with Tackle Offers or Tackle Co-Sell.
Tackle Package Integration Manager: This would be the user who handles administrative tasks like integration setup and configuration or connecting to outside services like APIs or applications.
The Tackle package you download from the Salesforce AppExchange includes two bundled permission sets that enable users in these functions to use the Tackle-Salesforce integration. However, for each of those users to access what they need in your Salesforce instance, your Salesforce Systems Administrator must create two additional permission sets to distribute system permissions.
Important
The Tackle package includes a permission that governs which users are able to create private offers directly on the cloud marketplaces. The Send Offers To Marketplace permission should be added to the role for any users that will see the Create On Marketplace button when creating offers
Important
Create two new permission sets | Add system and app permissions to the new sets | Add object and field permissions for these objects |
Tackle Package integration Manager | Already included in Tackle package | Already included in Tackle package |
Tackle Sales Operator | Already included in Tackle package | Already included in Tackle package |
Tackle Package Integration Manager System Perms |
| Not needed |
Tackle Sales Operator System Perms |
| Contacts
Opportunities
Accounts
Leads
|
To configure permissions:
In Salesforce, create the two new permission sets🔗:
Tackle Package Integration Manager System Perms
Tackle Sales Operator System Perms
Click one of the System Perms permission sets you just created to open it. You will see the Apps and System categories. Scroll down and under System, click System Permissions to add the system permissions as shown in the table above.
Repeat this for the other System Perms permission set you just created, and add the system permissions as shown in the table above.
For the flow permissions, select the permission set you want to manage, and then click App Permissions. Last, select the permissions that you want to add in the Flow and Flow Orchestration section.
For theTackle Sales Operator System Perms permission set, choose Object Settings from the Apps and add the object permissions🔗 and field permissions🔗 shown in the table above.
Assign the permission sets to users🔗 who need them according to their user function. To do this:
Open the permission set and click Manage Assignments.
Select the user name, and click Assign.
Enable Path Settings
To use the Tackle-Salesforce integration with offers or co-sell, you need to enable path settings. (This is not required for pipeline scores.)
Note
Path settings are not supported in Salesforce Classic.
Use Setup to go to Path Settings.
Click Enable. You will see a path enabled for both co-sell and offers if they are part of your Tackle subscription.