Tackle for Salesforce version 2.7 introduces External Client Apps (ECAs) to replace Connected Apps. ECAs are Salesforce’s next-generation app model and provide the same functionality as Connected Apps with improved security and manageability.
This article walks you through upgrading to version 2.7 and completing the post-upgrade steps required for your Salesforce org. If you are upgrading from a version before 2.7, additional steps are required to update your canvas app policy and reconnect to Tackle.
Important
Completing the migration from Connected Apps to ECAs requires you to disconnect then reconnect to Tackle after upgrading to version 2.7. There will be a brief sync downtime between disconnecting and reconnecting. Plan your upgrade during a low-activity period to minimize impact.
Before you begin
Before upgrading, make sure you have the following:
Salesforce Admin access to your Salesforce org
An active Tackle for Salesforce integration (version 2.5 or 2.6)
Know which version of Tackle for Salesforce you are currently running. If you are on a version before 2.7, you will need to complete additional post-upgrade steps.
Upgrade to version 2.7
To upgrade to Tackle for Salesforce version 2.7, follow the standard package upgrade process:
In Salesforce, navigate to Setup > Installed Packages.
Find the Tackle for Salesforce package and click Upgrade (or install the latest version from the Salesforce AppExchange).
Follow the on-screen prompts to complete the installation.
After the upgrade completes, verify that the package version shows as 2.7 in your Installed Packages list.
After upgrading, complete the post-upgrade steps below based on your previous version.
Post-upgrade steps (upgrading from a version before 2.7)
If you are upgrading from a version before 2.7, you must complete the following steps to transition from Connected Apps to External Client Apps (ECAs). These steps are required because version 2.7 replaces the legacy Connected App authentication model with ECAs.
Note
If you are upgrading from version 2.7 to a later version, you can skip this section. These steps only apply when upgrading from a pre-2.7 version.
Step 1: Update the canvas app policy for the Tackle for Salesforce Canvas ECA
After upgrading, you need to update the OAuth policy for the Tackle for Salesforce Canvas ECA to allow users to access the Tackle widget in Salesforce.
In Salesforce, click the gear icon to open the Setup menu, then click Setup.
Use the Quick Find search bar to search for “External Client App Manager” and select External Client App Manager.
Find Tackle for Salesforce Canvas in your list of apps and click the Menu ▼ button in the right-hand column of that row. Then, click Edit Policies.
Click OAuth Policies.
For Permitted Users, select Admin approved users are pre-authorized.
Click OK in the Confirm permitted user policy popup.
This will expose new options under the App Policies section above. Find and select Tackle - All Users (or the same permission sets that were previously assigned to the Connected App) in the Available Permission Sets section and click the ► arrow icon to move it to Selected Permission Sets.
Click Save.
Step 2: Reconnect to Tackle with the Tackle for Salesforce Sync ECA
After updating the canvas app policy, you need to reconnect your Salesforce org to Tackle using the new Tackle for Salesforce Sync ECA. This step re-establishes the data sync between Tackle and Salesforce using the new ECA-based authentication.
Sign in to Salesforce as your integration user.
In Salesforce, open the App Launcher and search for Tackle for Salesforce. Select it from the results.
On the Tackle Setup page, click Disconnect from Tackle.
After disconnecting, click Set up Tackle Connection.
If you aren’t signed in already, you will be redirected to Tackle to sign in.
Once signed in, click Connect Salesforce to Tackle.
Another pop-up titled “Allow Access?” will open. Click Allow to allow the Tackle for Salesforce Sync app to access your data.
You will be redirected to Tackle to finish the authorization. Select the account you want to connect to and click Authenticate.
Once reconnected, data syncing between Tackle and Salesforce resumes automatically. You do not need to reconfigure your field mappings or automation settings — they are preserved during the upgrade.
What changed in version 2.7
Version 2.7 replaces Connected Apps with External Client Apps (ECAs). ECAs are Salesforce’s next-generation app model, introduced as part of Salesforce’s migration away from Connected Apps. This change affects how the Tackle for Salesforce integration authenticates with your Salesforce org.
Key changes:
Tackle for Salesforce Canvas — The canvas app that powers the Tackle widget on your Salesforce Opportunity page is now delivered as an ECA instead of a Connected App.
Tackle for Salesforce Sync — The background sync service that keeps data synchronized between Tackle and Salesforce is now delivered as an ECA instead of a Connected App.
No changes to functionality — ECAs provide the same functionality as Connected Apps. Your existing field mappings, automation settings, co-sell workflows, and offer workflows are not affected by this change.
Permission management — ECAs are managed through the External Client App Manager in Salesforce Setup, rather than the Connected Apps section. Permission sets are assigned in the same way.
Troubleshooting
The Tackle widget does not load after upgrading
If the Tackle widget does not appear on your Salesforce Opportunity page after upgrading:
Verify that you completed Step 1 (Update the canvas app policy) and that Permitted Users is set to Admin approved users are pre-authorized.
Verify that the correct permission sets are assigned to the Tackle for Salesforce Canvas ECA.
Clear your browser cache and reload the Salesforce page.
If the issue persists, contact Tackle support at [email protected].
Data is not syncing after upgrading
If data is not syncing between Tackle and Salesforce after upgrading:
Verify that you completed Step 2 (Reconnect to Tackle) and that the connection status shows as Connected.
Wait up to 15 minutes for the initial sync to complete after reconnecting.
If the issue persists, contact Tackle support at [email protected].