Tackle.io

Every Salesforce permission needed for your Tackle integration user and standard users in one helpful guide.

Tackle for Salesforce system permissions reference guide

For developers and administrators, a list of every object and field used in the Tackle for Salesforce integration.

Tackle for Salesforce data dictionary

For developers and administrators, a description of every object used in your Tackle for Salesforce integration.

Tackle for Salesforce integration data model

A list of every object and field used in version 2.4 of Tackle for Salesforce. This is not the latest version, but is still supported.

Tackle for Salesforce previous version (2.4) data dictionary

A list of every permission used in version 2.4 of Tackle for Salesforce. This is not the latest version, but is still supported.

Tackle for Salesforce previous version (2.4) system permissions reference guide

A list of every object and field used in version 2.5 of Tackle for Salesforce. This is not the latest version, but is still supported.

Tackle for Salesforce previous version (2.5) data dictionary

A description of each object used in version 2.5 of Tackle for Salesforce. This is not the latest version, but is still supported.

Tackle for Salesforce previous version (2.5) integration data model

Brian Palmer

Kirsten Powers

Detailed data and permissions guides for developers and administrators.

Reference guides

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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