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The legacy Tackle - Salesforce integration is no longer available for new installations, but this guide can be used for troubleshooting.

Tackle - Salesforce integration installation guide (legacy)

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.

Define field mappings between your Salesforce Objects and the corresponding fields in Tackle for Offers and Co-Sell.

Use these best practices to successfully map fields for each marketplace when using the Tackle-Salesforce integration for private offers.

Set up proper mapping and best practices.

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

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

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

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

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

Map existing industry fields to new values in Salesforce.

Create, submit, edit, and close your co-sell opportunities from within your Salesforce account

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

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

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

Help supporting legacy versions of the Tackle - Salesforce integration

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