The Tightknit Salesforce integration is available as an add-on to the Enterprise plan.
Key Capabilities
For Account Executives and CSMs:- View community engagement for any Contact or Lead
- 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
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 pushes community and member profile data to Salesforce, populating custom Community and Member records. It also begins a periodic sync of all new community activity, creating Activity records in Salesforce.- Records are pushed using the Bulk API 2.0.
- 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: Community ← Member ← Activity. The Member also has a configurable lookup to a Contact record.| 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 | LWC Name | Page | Description |
|---|---|---|---|
| Account Community Activity Summary | tightknitAccountCommunityActivitySummary | Account | Displays a summary of community activity for contacts associated with an Account. |
| Activity Info | tightknitCommunityActivityInfo | Activity | Displays detailed information about a single Activity record including related members and community. |
| Community Activity Summary | tightknitCommunityActivitySummary | Community | Displays a summary of member activity for a single Community. |
| Community Profile | tightknitCommunityProfile | Contact | Displays Tightknit community profile information based on the contact’s email. |
| Contact Member Activity Log | tightknitContactMemberActivityLog | Contact | Displays a list of recent Tightknit activities for a Contact or Lead by matching their email to Member records. |
| Member Activity Log | tightknitMemberActivityLog | Member | Displays a list of recent Tightknit activities for a Member record. |
| View in Tightknit | tightknitViewInStudioButton | Member, Contact | Button to open the member’s profile page in the Tightknit Admin Studio. |
Planned Features
- Pre-built report templates
Create Memberquick action button on Contact detail page- Support for Leads
- Support for Parent Accounts
- More sync interval options
- Custom configuration for linking Tightknit Members to Contacts (beyond email matching)
Security
Tightknit does not store your Salesforce username or password. Instead, the integration uses WorkOS Pipes, an enterprise-grade authentication infrastructure, to perform a secure OAuth handshake. This process generates a secure, revocable access token that allows Tightknit to interact with Salesforce on your behalf. This token is encrypted at rest and stored securely by WorkOS, a SOC 2 Type 2 and ISO 27001 compliant vendor. You can revoke Tightknit’s access at any time directly from your Salesforce settings.Security Overview
Learn more about Tightknit’s security practices and compliance certifications.