The Tackle for Salesforce integration relies on a smooth flow of data between your Tackle and Salesforce systems. As you prepare to go live with your integration, or if you’re experiencing connection errors, here are some tools and troubleshooting solutions to help you test and troubleshoot your integration’s connection.
Test your Tackle for Salesforce integration connection
Before you go live, take a moment to test your integration’s connection. This will help you achieve a smooth and confident transition with all your integration’s field mappings and main operations checked and confirmed.
Once your Salesforce sandbox org and Tackle test account are connected, you will be able to view the connection status and details in both Tackle Platform and the Salesforce Setup tab.
Test your connection in the Tackle platform
Sign into Tackle. In the left menu, click Integrations.
Find the card titled Tackle for Salesforce and look at the connection status badge in the top right:
If you have not set up your integration yet, then the connection badge on your Tackle for Salesforce card status will be labeled “Not Connected” and you will be able to navigate to AppExchange from the card to download the app integration.
If your integration is connected, the badge will be labeled Connected. You can click View Details to see more details about your connected Salesforce Org, Connecting Salesforce User (also known as your integration user), the connection Status with date and time it was last checked, and the Salesforce Environment your integration is connected to.
In most cases, your connection Status is checked every five minutes.
If your integration is experiencing an error, the badge will display that there is an error. You can view the connection details to learn more about the issue.
Test your connection in Salesforce
Sign into Salesforce as a Salesforce administrator and click the menu button to open the App Launcher.
Search for “Tackle for Salesforce”, then click on the Tackle for Salesforce app in your search results to go to the integration setup tab.
On your Tackle Integration setup panel, you can view more details about your connected Tackle Org, Connecting Salesforce User (also known as your integration user), the connection Status with date and time it was last checked, and the Salesforce Environment your integration is connected to.
In most cases, your connection Status is checked every five minutes.
Tackle Widget connection status
You might also learn about connection problems from the Tackle Widget on your Opportunity page, which was installed as part of our installation guide. If you’re having connection issues, the Tackle Widget will show the message “The Tackle app is installed, but not connected to Tackle.”
If you see this message in your widget unexpectedly, contact your Salesforce Admin to reconnect to Tackle. Your Salesforce Admin may also need to consult our Tackle for Salesforce troubleshooting guide.
Disconnect and reconnect your Tackle for Salesforce integration
If you’re experiencing connection errors, one possible solution is to disconnect your integration so you can reconnect it.
You will also need to disconnect your integration if you’ve accidentally connected your Tackle for Salesforce integration between the wrong Salesforce org or the wrong Tackle account in your organization. This is because the Tackle for Salesforce integration must connect only one Salesforce org to one Tackle account at a time.
Sign in to Salesforce as a Salesforce administrator and click the menu button to open the App Launcher.
Search for “Tackle for Salesforce”, then click on the Tackle for Salesforce app in your search results to go to the integration setup tab.
Below the Tackle Integration setup panel, click Disconnect from Tackle.
Now that your integration is disconnected, follow our installation steps Connect your Tackle and Salesforce accounts to get your integration up and running again between the correct Tackle account and Salesforce org.
Common Tackle for Salesforce connection error messages
OAUTH_APPROVAL_ERROR_GENERIC
This error message can occur during new Tackle for Salesforce installations on or after September 2025, and is related to a change in the way Salesforce authorizes connected apps. As part of this change, for all new Tackle for Salesforce installations, you must assign your integration a new permission named 'Approve Uninstalled Connected Apps'.
To add this permission to your integration user, we recommend the following steps:
Create a new permission set named 'Tackle for Salesforce - Integration - Additional Permissions'.
Add the 'Approve Uninstalled Connected Apps' permission to your new Tackle for Salesforce - Integration - Additional Permissions' permission set.
Add the 'Tackle for Salesforce - Integration - Additional Permissions' permission set to the 'Tackle_Integration_User' permission set group.
For more detailed instructions, see our article Additional required permissions for your Tackle for Salesforce integration user.
If you encounter the error OAUTH_APPROVAL_ERROR_GENERIC during your Tackle for Salesforce installation, follow the above steps to add this new permission to your integration user, then try again.