The Salesforce integration is currently a pilot feature. Contact us to learn more and request access.
Key Capabilities
For Account Executives and CSMs:- View community engagement for any Contact
- See which communities they’ve joined
- Track their activity levels
- Analyze Account-level community engagement
- View aggregate activity across all associated Contacts
- Generate reports on community engagement by deal value
- Compare deal performance based on community engagement levels
- Measure community impact on the business
How It Works
The integration consists of two parts: a Salesforce Managed Package installed in your Salesforce org, and a connection configured in the Tightknit Admin Studio. Once the integration is enabled, Tightknit automatically pushes community and member profile data to Salesforce, populating custom Community and Member records. It also runs a periodic sync of all new community activity, creating Activity records in Salesforce.- Activity syncs run every 10 minutes, batching all new activity within that interval.
- Members are linked to Contacts by email matching. You can manually override any incorrect links.
- An initial backfill sync imports your existing historical data when you first enable the integration.
Data Model
The managed package includes three custom objects organized in a simple hierarchy:| Object | Description |
|---|---|
| Community | Represents a Tightknit community (e.g., a Slack workspace). Stores the community name, Slack workspace info, and logo. |
| Member | A member of a community. Includes profile details like name, email, and Slack user ID. Each Member belongs to a Community and can optionally be linked to a Salesforce Contact. |
| Activity | An activity event performed by a Member, such as sending a message or adding a reaction. Includes the activity type, timestamp, and related members. |
Lightning Web Components
The managed package includes several pre-built Lightning Web Components (LWCs) that you can add to your Salesforce page layouts using Lightning App Builder:| Component | Page | Description |
|---|---|---|
| Account Community Activity Summary | Account | Displays a summary of community activity for contacts associated with an Account. |
| Community Profile | Contact | Displays Tightknit community profile information based on the contact’s email. |
| Contact Member Activity Log | Contact | Displays a list of recent Tightknit activities for a Contact by matching their email to Member records. |
| Community Activity Summary | Community | Displays a summary of member activity for a single Community. |
| Member Activity Log | Member | Displays a list of recent Tightknit activities for a Member record. |
| Activity Info | Activity | Displays detailed information about a single Activity record including related members and community. |
| View in Tightknit | Member, Contact | Button to open the member’s profile page in the Tightknit Admin Studio. |
Setup
1. Install the Managed Package
Install the Tightknit managed package in your Salesforce org. The package is recommended to be installed for Admins only.Contact the Tightknit team to get the installation link for the managed package.
2. Configure the Connection in Salesforce
- Open the Tightknit Setup app from the Salesforce App Launcher.
- If you don’t have access, ensure your user is assigned the Tightknit Admin permission set.
- Follow the setup wizard to configure your integration user with the correct permission set. We recommend creating a dedicated Salesforce user for the Tightknit integration.
3. Connect from Tightknit Studio
- Navigate to Settings > Integrations > Salesforce in the Tightknit Admin Studio.
- Log in as the integration user you configured in the previous step, and connect to your Salesforce org.
- Once connected, click Verify Managed Package to confirm the package is correctly installed.
4. Enable the Sync
- Enable the sync toggle. You’ll be asked to verify the connection to your Salesforce installation.
- Configure sync settings. For example, you can choose whether to automatically create new Contacts for community members that don’t already exist in Salesforce.
- Start the backfill sync for your historical data. This may take several minutes depending on the size of your community.
- Once the backfill is complete, the incremental sync runs automatically every 10 minutes.
Security
Tightknit does not store your Salesforce username or password. The integration uses a secure OAuth flow to generate a revocable access token that allows Tightknit to interact with Salesforce on your behalf.- Access tokens are encrypted at rest and stored securely.
- You can revoke Tightknit’s access at any time from your Salesforce settings.
Security Overview
Learn more about Tightknit’s security practices and compliance certifications.