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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.

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)

Brian Palmer

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

Legacy versions

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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.

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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.

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

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