Preview feature
This feature is currently in preview and not yet accessible to all Tackle customers. For more information, contact [email protected].
This is the first article in a series guiding you through everything you need to know to set up, support, and succeed with the Tackle for Salesforce integration.
Preparing to install (You are here)
Before you connect Tackle to your Salesforce account, you’ll need to make sure both your Tackle and Salesforce environments are prepared with the right permissions and settings. Here are four prerequisite steps you’ll need to complete before installing your Tackle for Salesforce package.
Create a Tackle user account for your Salesforce admin
Account privileges required: Tackle administrator
Follow our guide Add or edit users in Tackle to create a new user account, and enter the email address of your Salesforce admin.
Assign your Salesforce admin to a Tackle role with access to your Integrations page, both on your test and production accounts.
Note: The Tackle default role Administrator includes these permissions. However, we recommend using custom roles for most users in your Tackle organization for better control over your account access.
Create or refresh a developer sandbox in Salesforce for the installation
Account privileges required: Salesforce Developer, Developer Pro, or Administrator
You’ll initially install your Tackle for Salesforce integration into a sandbox, which is a safe environment used for testing before making live changes in your production org. To create a clean developer sandbox for the Tackle package installation, follow this guide from Salesforce to create a new sandbox or refresh an existing one🔗.
Connect your Tackle account to the ACE API (AWS Co-sell only)
Account permissions required: AWS administrator
If you plan to use Salesforce to co-sell through the Amazon Partner Network Customer Engagements Program (ACE), you’ll need to connect your Tackle account to the ACE API first. Follow all 8 steps of our guide Connect to AWS Partner Central to complete your AWS co-sell setup in Tackle.
Important:
If you’ve previously connected your Tackle account to the ACE API, we’ve added an additional step, titled Enable Role permissions, with an additional CloudFormation Template (CFT) that you must install for this integration. If you aren’t sure whether you’ve completed this step, open Connect to AWS Partner Central and complete Step 8: Enable Role permissions.
Request access to the Tackle for Salesforce managed package
Account permissions required: Tackle Administrator or user with Integrations permissions.
Log in to Tackle. In the left menu, click Integrations. Find the Tackle for Salesforce card in your list of available integrations.
Note: This is a different item from the Legacy Salesforce Integration card, which manages our legacy integration (versions 1.49 and prior). If you don’t see the new Tackle for Salesforce card, you may not be part of the current Controlled Availability release group. To request to be a part of this group, contact [email protected].
On the Tackle for Salesforce card, click Request Access. Our team will field your request and respond to it within 3 business days.
Once your access is approved to install the Tackle for Salesforce integration, return to Tackle > Integrations. In the Tackle for Salesforce card, instead of the Request Access button you’ll now see a URL string, which you’ll use in our installation guide to install your Tackle for Salesforce managed package.
