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Before you install your Tackle for Salesforce integration, complete these prerequisites to ensure a smooth setup.

Prepare to install Tackle for Salesforce

Install your Tackle for Salesforce package, set up permissions for your integrations user and Tackle users, and more.

Tackle for Salesforce installation guide

Automate the creation of your co-sells and offers by mapping your Salesforce fields to any cloud-specific fields.

Map your Salesforce fields

If you previously used a legacy version of the Tackle - Salesforce app (version 1.49 or prior), you need to remove your old integration.

Upgrade from a legacy Salesforce integration version

Tackle automatically synchronizes co-sell data between AWS or Microsoft and your Salesforce account hourly and in real-time (optional).

Sync co-sell data between Salesforce and cloud partners

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Install the latest Tackle for Salesforce integration

Installation and setup

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.

Set up your Salesforce integration with Tackle Setup Assistant (Legacy)

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

Adding buttons (Legacy)

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

Map fields in Salesforce (Legacy)

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

Private offers field mapping best practices (Legacy)

Set up proper mapping and best practices.

Co-Sell field mapping best practices (Legacy)

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

Configure pipeline scores (Legacy)

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

Configure Offers (Legacy)

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

Configure Co-Sell (Legacy)

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

Set up Co-Sell (Legacy)

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

Enable or disable dynamic co-sell forms (Legacy)

Map existing industry fields to new values in Salesforce.

Create a co-sell industry formula (Legacy)

Help installing and setting up the legacy versions (1.49 and prior) of the Tackle - Salesforce integration.

Legacy versions

Create a custom design with text, images, and links

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