Tackle.io

The Tackle - Salesforce integration brings the full Tackle experience inside Salesforce

Tackle - Salesforce integration overview and installation

Connect and automate your cloud GTM workflow.

Create a direct private offer in Salesforce for the AWS Marketplace that includes custom pricing, packaging, terms, and conditions.

Create and manage direct private offers for Microsoft commercial marketplace in Salesforce.

Create, manage, and track all of your AWS private offers from Salesforce.

After you install your Tackle package in Salesforce, use the Tackle Setup Assistant to authenticate and configure your integration.

Configure Salesforce to be able to add new buttons, which your Tackle integration uses for features.

Set up your Tackle - Salesforce integration to be able to use Marketplace scoring on potential customers in your Salesforce pipeline

Enable Tackle's co-sell features within your Tackle - Salesforce integration

After setting up co-sell in your Tackle - Salesforce integration, finish these three steps to configure it for your needs.

Legacy versions of the Tackle - Salesforce integration may require extra steps to add Dynamic Forms to your co-sell experience.

This is a deprecated process to add Tackle Offers to your legacy Tackle - Salesforce integration.

Help supporting legacy versions of the Tackle - Salesforce integration

Your Salesforce debug logs can help identify an exact problem or error in your Tackle - Salesforce integration.

Diagnosing and solving some of the most common problems in the Tackle - Salesforce integration

Some issues with your Tackle - Salesforce integration can be solved by disconnecting and reconnecting your integration.

The Tackle support team can help with some Tackle - Salesforce integration issues when given access to your Salesforce instance.

Get help diagnosing and solving common Salesforce issues

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