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Documentation Index

Fetch the complete documentation index at: https://docs.tightknit.ai/llms.txt

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The Tightknit Salesforce integration is available as an add-on to the Enterprise plan.
Tightknit’s Salesforce integration connects community activity directly to the deal cycle. Track your contacts’ engagement in your community, sync new community activity, and measure how involved your Accounts are in your customer workspaces, all from Salesforce.

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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
For Community Managers:
  • Compare deal performance based on community engagement levels

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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 5 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.

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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.
ObjectDescription
CommunityRepresents a Tightknit community (e.g., a Slack workspace). Stores the community name, Slack workspace info, and logo.
MemberA 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.
ActivityAn activity event performed by a Member, such as sending a message or adding a reaction. Includes the activity type, timestamp, and related members.

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Lightning Web Components

The managed package includes several pre-built Lightning Web Components (LWCs) that you can add to Salesforce record pages using Lightning App Builder (for example, an Account activity summary, a Contact community profile, and a Member activity log).

LWC Components

See the full list of available components, their target record pages, and permission requirements.

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Known Issues

  • Salesforce sandbox orgs are not supported. You can install the managed package in a sandbox and explore the Lightning Web Components (LWCs) by populating Community, Member, and Activity records manually. However, connecting a sandbox org to Tightknit is not supported yet (this is a work-in-progress feature). To run the full integration, connect a production org instead.
  • Salesforce configuration is shown per Studio user, not tenant-wide. The Studio currently scopes the Salesforce integration settings to the Studio user who configured them, instead of sharing them across the tenant. Other Studio admins on the same tenant cannot see or collaborate on the same connection. We’re working on making this configuration tenant-wide.

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Planned Features

  • Pre-built report templates
  • Create Member quick 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)

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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.