Tackle.io

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

Set up your Salesforce integration with Tackle Setup Assistant

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

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