Connect Salesforce

TackQuote's Salesforce integration connects your quoting workflow to Salesforce CRM. Admins can independently enable Opportunity writes when a quote is created or sent, customise the stages used for outbound writes, and enable a fifteen-minute Salesforce-to-TackQuote won/lost poll. Accepted, rejected, expired, and viewed quotes are not separate outbound lifecycle triggers.

TackQuote currently connects with an existing Salesforce OAuth instance URL and access token obtained through a trusted OAuth client. In-product browser authorization and refresh-token lifecycle are tracked separately.

• Salesforce Professional, Enterprise, Unlimited, or Developer edition
• API access enabled (required for Salesforce Enterprise+)
• An API-enabled Salesforce OAuth access token and its returned instance URL, obtained through a trusted OAuth client
• Opportunity StageName values that exist in your org. Outbound stage names are configurable in Salesforce Sync Settings; inbound write-back currently recognises the standard Closed Won and Closed Lost names.
• A custom text field Tack_Quote_Id__c on the Opportunity object — TackQuote stamps the quote id into it and reads it back to match won/lost changes. TackQuote does not create it for you, and Salesforce rejects the write if it is absent.
• TackQuote Pro plan or above (Salesforce is a pro-tier integration)

1. 1

   Obtain an OAuth access token

   Use a trusted Salesforce OAuth client to authorize the org with API access, then copy the instance_url and access_token from its successful token response. TackQuote does not ask for your Salesforce username, password, Consumer Key, or Consumer Secret.
2. 2

   Connect in TackQuote

   Go to TackQuote Integrations → Salesforce and paste the externally obtained instance URL and access token. TackQuote verifies the token against the Salesforce API before it stores the connection.
3. 3

   Add the Tack_Quote_Id__c field and configure sync

   Add the Tack_Quote_Id__c text field to the Opportunity object — the won/lost write-back matches on it, and the opportunity write fails without it. In Salesforce Sync Settings, choose outbound-only or bidirectional polling, enable quote-created and quote-sent triggers, and map the outbound Opportunity stages. TackQuote writes Opportunities and Contacts only; it does not write Accounts or Opportunity Products.
4. 4

   Enable and monitor

   Quotes sync on the enabled quote-created and quote-sent events. Use TackQuote's integration log to monitor sync events and troubleshoot any mapping mismatches.