This is the second article in a series guiding you through everything you need to know to set up, support, and succeed with the Tackle for Salesforce integration.
Installation guide (You are here)
After you’ve completed your preparation steps, it’s time to install Tackle for Salesforce. In this article, you’ll install the Tackle package in your Salesforce account, manage a wide range of permissions to give your integration and its users the access they need, and add the Tackle widget to your Opportunity record page.
You must be a Salesforce administrator to complete this guide
Every step in this article requires Administrator privileges in your Salesforce account to complete. If you don’t have these permissions, contact your Salesforce Administrator.
Step 1: Install the Tackle package in Salesforce
For additional help, see this guide from Salesforce: Install a managed package🔗.
Log in to Salesforce, then click this link to access the Tackle for Salesforce app on the Salesforce AppExchange: Tackle for Salesforce integration🔗.
Click Get it Now, then follow the steps to begin installation into your Salesforce account.
When you’re prompted to choose an installation environment, select the fresh sandbox you prepared in the Preparing to install article.
Next, you’ll need to select which user type can access the package. Choose Install for Admins Only. You’ll set up more access and permissions after the package is installed.
When you’re finished, click Install.
Your Tackle package will now begin to install into your Salesforce sandbox environment. You can expect this step to take 15-30 minutes.
Step 2: Create your integration user
Next, you'll create a new Salesforce user, called an integration user, which does not belong to any individual member of your team. Instead, the integration user acts as a stand-in for your integration itself, helping you manage permissions and access to your Salesforce data, ensuring that your integration can’t be disrupted by personnel changes, and allowing for better testing and troubleshooting of your connection.
For a more detailed guide, see this article from Salesforce: Add a single user🔗. See also this reference guide from Salesforce: Best practices for configuring your integration user🔗. A separate integration user is required to install Tackle for Salesforce.
In Salesforce, click the gear icon in the top-right corner of the page to access Setup. Use the quick find box🔗 to search for “Users”. Select Users from the search results.
Click New User.
Enter an email address for your integration user. We recommend you choose an email address that isn’t tied to a specific person. For example, use a generic email address like “[email protected]”.
Choose the following options for your Integration user:
Name: Tackle Integration User
Role: No role
User License: Salesforce
Profile: Standard User
If you prefer not to create a new Salesforce user for your Tackle integration user, or you don't want to use a Standard User profile, see our Tackle for Salesforce system permissions reference guide for a full list of permissions your integration user needs to function. Your integration user must have the following permissions enabled:
Lightning Experience User
API Enabled
View All Users
View Setup and Configuration
You can set these permissions in Salesforce in the Profiles menu, under the Administrative Permissions section. For more help, see this guide from Salesforce: User Profile permission descriptions🔗.
Step 3: Set up permissions in Salesforce
Next, it’s time to define the Salesforce permissions your Tackle integration needs to function correctly. Make sure you complete each sub-section of this step in order. If you’d like more details on the exact Salesforce permissions used in this step, check out our handy System permissions reference guide.
Create a new Permission Set named “Tackle - All Users”
First, you’ll create a new Permissions Set🔗 in Salesforce. You’ll use this Permissions Set to manage access for your Tackle Widget Connected App.
For a more detailed guide, see this article from Salesforce: Create a Salesforce Permission Set🔗.
In Salesforce Setup, use the quick find box to search for and select “Permission Sets”. Select Permission Sets from your search results to open the Permission Sets menu.
Click New to create a new Permission Set.
Enter the following details for your new Permission Set. When you’re finished, click Save.
Label: Tackle - All Users
API Name: (Prefilled)
Description: The ‘Tackle - All Users Permission Set’ manages access to the Tackle Widget Connected App
In the Apps section, click Assigned Connected Apps. Then, click Edit.
In the Assign Connected Apps menu, you’ll see a list of all connected apps installed in your Salesforce environment. Select Tackle for Salesforce, then click Add ▶. When you’re finished, click Save.
Add your new Permission Set to two different Permission Set Groups
Now that you’ve created the “Tackle - All Users” Permission Set, it’s time to add that set to two Permission Set Groups🔗 that will give the correct permissions to your Tackle users in Salesforce and to your integration user, respectively.
For a more detailed guide, see this article from Salesforce: Add Permission Sets to Permission Set Groups🔗.
In Salesforce Setup, open the quick find box. Search for and select “Permission Set Groups”.
In the list of All Permission Set Groups, click Tackle_Full_Access. This is the Permission Set Group that governs access for the Salesforce users that you want to be able to use Tackle.
In the Permission Sets section, click Permission Sets in Group, then click Add Permission Set.
In the list of All Permission Sets, select Tackle - All Users.
Tip: If you have a lot of Permission Sets, you can click the “T” filter to skip directly to Permission Sets that start with the letter “T”.
When you’re finished, click Done.
Return to Salesforce Setup and use the quick find box to search for and select Permission Set Groups.
In the list of All Permission Set Groups, click Tackle_Integration_User. This is the Permission Set Group that governs access for your integration user.
Repeat steps 3-5 of this list to add the Tackle - All Users Permission Set to the Tackle for Salesforce - Integration Permission Set Group.
Assign the ‘Tackle_Integration_User’ Permission Set Group to the Integration User
For a more detailed guide, see this article from Salesforce: Assign Permission Set Groups to Users🔗.
In Salesforce Setup, open the quick find box. Search for and select “Permission Set Groups”.
In the list of All Permission Set Groups, click Tackle_Integration_User.
Click Manage Assignments, then click Add Assignment.
Select the checkbox for the integration user you created in step 2 of this guide and click Next.
Tip: If you can’t find your integration user, select the All list view to make sure you can view all users in your account. You can also use the search box to search for your integration user.
Click Assign. Your Permission Set Group status now changes to “Updated”.
Review your integration user’s permissions
To recap, here’s the big picture of permissions you’ve just set up for your Tackle integration user:
First, you created your Tackle integration user.
You assigned the integration user to a Permission Set Group named “Tackle_Integration_User’.
You added the Permission Set, “Tackle - All Users” to that Permission Set Group.
If everything was set up correctly, your integration user should belong to the Tackle for Salesforce - Integration User Permission Set Group. Here’s how to double-check those permissions:
In Salesforce Setup, open the quick find box. Search for and select Users.
In the list of Salesforce users, select the integration user you created in step 2 of this guide.
In the Permission Set Group Assignments list, make sure that the only item present is the Tackle for Salesforce - Integration User permission set group.
For a more detailed view of all the Salesforce permissions used in this integration, check out our handy System permissions reference guide.
Step 4: Choose which Salesforce users you want to use Tackle
In this step, you’ll assign access to each Salesforce user you want to be able to use the Tackle widget. Assign this access to anyone in your organization who you want to create and manage co-sells or marketplace offers, or to view Prospect scores.
Important:
Don't include your integration user in this step — it already has all the permissions it needs!
For more detailed guides, see these articles from Salesforce: Assign a Permission Set to Multiple Users🔗 and Assign Permission Set Groups to Users🔗.
In Salesforce Setup, open the quick find box. Search for and select Permission Sets.
In the list of All Permission Sets, click Tackle - All Users. Then, click Add Assignment.
Browse through the list of all users in your Salesforce account and select the checkbox for each user you want to use the Tackle widget. Make a note of each user you selected so that you can easily select the same users for additional permissions in step 8.
When you’re finished selecting users, click Next, then click Assign.
Return to Salesforce Setup and open the quick find box. Search for and select Permission Set Groups.
In the list of All Permission Set Groups, click Tackle_Full_Access.
Click Manage Assignments, then click Add Assignment.
Browse through the list of all users in your Salesforce account and select the checkbox for each user you want to use the Tackle widget. These should be the same users you selected in step 3, above.
When you’re finished selecting users, click Next, then click Assign.
Review the permissions for your Tackle users
If everything was set up correctly, your Tackle users should all belong to the Tackle for Salesforce - Full Access Permission Set Group. Here’s how to double-check those permissions:
In Salesforce Setup, open the quick find box. Search for and select Users.
In the list of Salesforce users, select any user you chose to give access to Tackle, as described above.
In the Permission Set Group Assignments list, make sure that Tackle for Salesforce - Full Access is listed in that user’s Permission Set Group Assignments.
For a more detailed view of all the Salesforce permissions used in this integration, check out our handy System permissions reference guide.
Step 5: Pre-Authorize your Admin users for access to your Tackle app
The next step is to update the OAuth policies for your Tackle for Salesforce Connected App to pre-authorize all Salesforce Administrator users. For a more detailed guide, see this article from Salesforce: Manage OAuth Access Policies for a Connected App🔗.
In Salesforce Setup, open the quick find box. Search for and select App Manager.
Find Tackle for Salesforce in your list of apps and click the Menu ▼ button in the right-hand column of that row. Then, click Manage.
Note: If there is more than one Tackle app in this list, select the app that has the Developer Name “Tackle_for_Salesforce”.
Select Edit Policies. In the OAuth Policies section, click the Permitted Users drop-down menu, then select Admin approved users are pre-authorized.
When you’re finished, click Save, then click Confirm if prompted.
Step 6: Connect your Tackle and Salesforce accounts
In this step, you’ll authorize your integration to send data back and forth between your Tackle and Salesforce accounts.
Return to Salesforce and sign out of your Salesforce Administrator account. Then, sign back in to Salesforce as the integration user you created or chose in step 2 of this guide.
Note: You cannot impersonate your integration user for this step — you must completely sign out of Salesforce and sign back in with the integration user’s credentials.
Click the top-left menu to open your Salesforce App Launcher🔗. Search for and select Tackle for Salesforce.
Click the Setup tab, then click Connect to Tackle. When you’re prompted to choose an account to connect to, choose a Tackle test environment to connect to Salesforce.
Note: In this step, you must connect your Salesforce sandbox to a test environment in Tackle. For more information about Tackle test accounts, see our article Test environments.
A pop-up titled Allow Access will open. Click Allow to allow the Tackle Data Sync app to access your data.
You will be redirected to Tackle to sign in (if you aren’t signed in already) and finish the authorization. Keep the Tackle authorization modal open until the connection is complete and a green checkmark appears.
Once you see a green checkmark in your Tackle authorization modal, it’s safe to close Tackle, and you’re ready to return to Salesforce to finish setting up your integration.
Step 7: Add the Tackle widget to your Opportunity page
Next, you’ll add the widget that contains all of your Tackle features — allowing you to create and manage co-sells, offers, and view marketplace scoring — directly from your Opportunity Record page.
The Tackle widget is only supported in the Salesforce Lightning experience and on the Opportunity page. For a more detailed guide, see this article from Salesforce: Add a Lightning Component to a Record Page🔗.
Return to Salesforce and sign out of the integration user account, then sign back in as your Salesforce Administrator user.
Navigate to any Opportunity and click the Gear icon to open the Setup menu. Then, click Edit Page.
Click Components, then search for “Tackle Widget”.
Drag and drop the Tackle Widget from the “Custom - Managed” section onto your Opportunities page. We recommend putting it in the sidebar.
Click on your new Tackle widget component where you dragged and dropped it in your Opportunities page to edit your widget settings.
Click Set Component Visibility to expand your filters menu, then click + Add Filter.
Under Filter Type, click Advanced. Then, under Field, click Select.
In the Select Field menu, click Permissions, then click Custom Permission.
Search for and select “tackleio.Tackle_Widget”. When you’re finished, click Done.
You’ve now added the Tackle widget to your Opportunity Records page and made it visible for all the Tackle Users you provisioned in step 4 of this guide.
Optional: Set up additional Tackle features and reports
The rest of this article has guided you through the required steps to get Tackle for Salesforce up and running, but you can get even more out of your integration. We’ve built several optional features and reports to help you sell in the marketplace.
Add real-time attribute syncing between Salesforce and your cloud partners
After you set up your field mapper, Tackle syncs data between Salesforce and your cloud partners hourly. Tackle is also capable of providing a real-time sync, sending data whenever a relevant Opportunity is updated.
Important
This real-time sync creates additional Salesforce API calls. Check if your organization is subject to account limits on API calls before enabling this feature.
Note: To follow these steps you must be signed in to Salesforce as an Administrator.
Sign in to Salesforce as an Administrator and click the gear icon to enter Salesforce Setup. Then, click Setup.
In the Quick Find box, search for "Flows" and then click Flows under the Process Automation section.
Find the flow named Tackle Sync and then click on the name (Tackle Sync) to open the flow.
Click Activate.
For more information about the different kinds of data sync, see our article Sync co-sell data between Salesforce and cloud partners.
Add a Bulk Create Co-sell button to your Opportunities list view
When your team has a lot of co-sell opportunities to share with your cloud provider, you can use Tackle to share them all at once, saving time doing manual entry and helping keep your data accurate.
We strongly recommend adding this extra step while installing your Tackle for Salesforce integration to add a new Bulk Create Co-sell button to your Opportunities list view page. For full instructions, see our article Create co-sell opportunities in bulk in Salesforce.
Create reports on your Tackle data in Salesforce
One advantage of bringing all your Tackle features into Salesforce is the ability to bring all your cloud marketplace data into Salesforce for reporting. With this in mind, your integration also includes several new Report Types that we’ve pre-built to bring the benefits of Tackle into focus.
For more help creating reports in Salesforce with your AWS data, see our article Tackle for Salesforce — AWS reporting.
Next: Map your Salesforce fields to data from your cloud marketplace
You’ve accomplished a lot over the course of this guide, but your integration isn’t quite fully set up yet. The next step is to take the data fields you use in your cloud marketplace for co-sell and/or offers and map them onto some corresponding fields in your Salesforce account.
Mapping these fields doesn't require Salesforce Admin permissions, but does need know-how about your marketplace from someone like your Alliance Leader, so it’s time to tag in that member of your team to complete the next part of your integration setup: Map your Salesforce fields.
So hand that link over to your Alliance Leader and take a short but well-deserved break. When they’re finished, you can come back to this guide for the final step, and set your new integration live in production.
Final step: Test your integration and push to production
Create a copy of your current production environment by creating a developer.
Deploy your tested modifications to the Salesforce production environment from Sandbox.
Test to make sure the updates you made to your Opportunity Records page layout, profiles, and permission sets are updated correctly.
This will cause downtime for the Tackle Salesforce app until your data is backfilled.
Note:
Instead of copying your production environment and deploying back from your Sandbox, you could decide to update all your integration changes manually. However, if you do so, your Tackle Admin will have to repeat all the setup steps they completed over again in your production environment, since their sandbox work won't get deployed.