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The Tightknit Salesforce integration is available as an add-on to the Enterprise plan.

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Install the Managed Package

The OAuth flow from the Tightknit Studio may not work with Salesforce sandbox orgs.
PropertyValue
PackageTightknit Analytics
Namespacetightknit
Subscriber Package Version Id04tdM000000QIHRQA4
Version1.1.0.1
API Version65.0
Installation PasswordNone (no installation key required)
Installation URLInstall Link
Install the Tightknit Analytics managed package using one of the following methods:

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Configure the Connection in Salesforce

1

Open the Tightknit Setup app

Launch 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. This grants access to the Tightknit Setup app.
2

Run the setup wizard

Follow the wizard to configure your integration user with the correct permission set. We recommend creating a dedicated Salesforce user for the Tightknit integration.

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Grant Your IT Admin Access to the Studio

If your Salesforce administrator is not already a Studio user, you need to invite them and assign the Integrations Manager role so they can manage the Salesforce connection.
1

Invite the user

Navigate to Settings > Workspace > Users and invite your IT admin via their email address.
The email used for the invitation must exactly match the email associated with their Slack profile. If the emails don’t match, the user will be unable to log in.
2

Assign the Integrations Manager role

Once the user has been added, assign them the Integrations Manager role. This grants access to manage integration settings (including Salesforce), webhooks, and API keys — without exposing other administrative areas of the Studio.
For more details on Studio access and available roles, see Access the Studio.

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Configure the Connection in Tightknit

1

Open the Salesforce integration settings

Navigate to Settings > Integrations > Salesforce in the Tightknit Admin Studio.
2

Connect to your Salesforce org

Ensure you are already authenticated (in another tab) as the integration user you set up in the previous section, or be ready to log in as that user. Click Connect to authorize the connection.
3

Verify the managed package

Click the Verify Managed Package button to confirm the package is correctly installed in Salesforce.

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Enable the Salesforce Sync

1

Enable the sync toggle

You will be asked to verify the connection to your Salesforce installation.
2

Configure sync settings

Set your preferred sync options.
Want to create a brand new Contact for any community user that can’t be matched in Salesforce? Toggle that setting on. Tightknit looks for matches by the user’s email.
3

Start the backfill sync

Kick off the backfill sync for your historical existing data. This may take several minutes depending on the size of your community.
4

Verify the incremental sync

Once the backfill is complete, the incremental sync runs automatically. It batches all new activity within the configured time interval (e.g., every 10 minutes) and syncs it to Salesforce.
To view your Salesforce sync history, click the Sync History tab at the top of the Salesforce integration settings page.

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Additional Salesforce Customization

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LWC Components

The managed package includes sample page layouts and custom Lightning Web Components that you can add to your Salesforce pages using Lightning App Builder. We recommend exploring the following components:
ComponentLWC NameTarget PageDescription
Account Community Activity SummarytightknitAccountCommunityActivitySummaryAccountDisplays a summary of community activity for contacts associated with an Account.
Activity InfotightknitCommunityActivityInfoActivityDisplays detailed information about a single Activity record including related members and community.
Community Activity SummarytightknitCommunityActivitySummaryCommunityDisplays a summary of member activity for a single Community.
Community ProfiletightknitCommunityProfileContactDisplays Tightknit community profile information based on the contact’s email.
Contact Member Activity LogtightknitContactMemberActivityLogContactDisplays a list of recent Tightknit activities for a Contact or Lead by matching their email to Member records.
Member Activity LogtightknitMemberActivityLogMemberDisplays a list of recent Tightknit activities for a Member record.
View in TightknittightknitViewInStudioButtonMember, ContactButton to open the member’s profile page in the Tightknit Admin Studio.