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Documentation Index

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

Use this file to discover all available pages before exploring further.

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

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Install the Managed Package

Salesforce sandbox orgs are not supported. The OAuth flow from the Tightknit Studio does not work with sandbox orgs. Connect a production org instead. See Known Issues.
PropertyValue
PackageTightknit Analytics
Namespacetightknit
Subscriber Package Version Id04tdM000000RVR7QAO
Version1.2.0.1
API Version65.0
Installation PasswordNone (no installation key required)
Installation URLInstall Link
Install the Tightknit Analytics managed package using one of the following methods:
Salesforce managed package install screen with Install for Admins Only selected
We recommend choosing Install for Admins Only. It is the safest option and the Salesforce-recommended default, since it limits initial access to system administrators while you finish configuring the integration. Once setup is complete, you can grant access to other users by assigning them the Tightknit permission sets.

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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.
Salesforce App Launcher with Tightknit typed into the search field and Tightknit Setup highlighted in the Apps list
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.
Salesforce integration settings page in the Studio with Salesforce highlighted in the sidebar and the Connect button highlighted
2

Connect to Salesforce from the Tightknit App

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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.

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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

Start the sync

You will be asked to verify the connection to your Salesforce installation.
Sync Settings section with the Start Sync button highlighted
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.
Sync Settings panel with the Start Backfill button highlighted under Initial Backfill Sync
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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Disconnect the Salesforce Integration

Disconnecting requires two separate actions in the Studio: one to tear down the integration connection, and one to revoke the underlying Salesforce OAuth account.
1

Disconnect the integration connection

Navigate to Settings > Integrations > Salesforce and scroll to the Connection section. Click the ··· overflow menu to the right of Connection and select Disconnect. This reveals the connection widget below.
Salesforce connection settings with the Disconnect option highlighted in the overflow menu
2

Disconnect the Salesforce account

On the newly revealed connection widget, click the ··· overflow menu next to the connection status and select Disconnect account. This revokes the OAuth authorization to your Salesforce org.
Connection widget with Disconnect account option highlighted in the overflow menu
3

Refresh the page

Click the refresh button next to the connection widget to confirm the disconnection and update the page state.

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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 SummarytightknitAccountCommunityActivitySummaryAccount Record Detail PageDisplays a summary of community activity for contacts associated with an Account.
Activity InfotightknitCommunityActivityInfoActivity Record Detail PageDisplays detailed information about a single Activity record including related members and community.
Community Activity SummarytightknitCommunityActivitySummaryCommunity Record Detail PageDisplays a summary of member activity for a single Community.
Community ProfiletightknitCommunityProfileContact Record Detail PageDisplays Tightknit community profile information based on the contact’s email.
Contact Member Activity LogtightknitContactMemberActivityLogContact Record Detail PageDisplays a list of recent Tightknit activities for a Contact or Lead by matching their email to Member records.
Member Activity LogtightknitMemberActivityLogMember Record Detail PageDisplays a list of recent Tightknit activities for a Member record.
View in TightknittightknitViewInStudioButtonMember Record Detail Page, Contact Record Detail PageButton to open the member’s profile page in the Tightknit Admin Studio.
Permissions required to view LWC components. Users who view a record page containing a Tightknit LWC must be assigned the Tightknit Admin or Tightknit Integration User permission set. These permission sets grant access to the underlying Apex controllers and to the Community, Member, and Activity custom objects.