About Salesforce integration

Salesforce is the hub for customer and sales data, while Tango specializes in digital rewards and incentives. By integrating Tango with Salesforce, you can send meaningful digital rewards without leaving Salesforce, making the process faster and more efficient. With the integration, you can:

• Send rewards directly from Salesforce with just a few clicks, or

• Trigger rewards automatically as part of your Salesforce workflows.

Benefits

Using the Tango for Salesforce integration, you can:

• Eliminate manual reward processes and send rewards without switching between systems—no need to leave Salesforce to send cards.

• Trigger rewards when key events occur, such as deals closed, milestones achieved, status changes or other workflow criteria.

• Reduce administration time and brings automation and efficiency.

• Send rewards to your recipients with instant digital delivery, real-time tracking, and visibility within Salesforce.

• Combine Salesforce analytics with Tango reward data for comprehensive insights and enhanced reporting.

• Create better customer experience, strengthen relationships, and improve loyalty.

This integration is available via Salesforce AppExchange as “Tango for Salesforce”. The setup is easy: install app, create a Tango account, and enable API keys. Tango integration users get program support, onboarding assistance, sandbox testing, and recipient support.

Audience

This guide is designed for enterprise-level Salesforce users seeking to deliver instant or event-triggered rewards and incentives to employees, leads, customers, and other stakeholders."

Prerequisites

To install the Tango app in Salesforce, you must have the following prerequisites: 

• Salesforce Enterprise Edition.

• Salesforce admin access. Contact your company’s Salesforce support for help.

• Tango account. Sign up for a free Tango account.

• Tango API key. Connect with your Tango representative or email success@tangocard.com to get access to your Tango API key.

What’s next?

Your next step is Step 1: Install or upgrade the Tango app in Salesforce.

More resources:

• Step 1: Install or upgrade the Tango app in Salesforce

• Step 2: Assign Tango permissions

• Step 3: Add new picklist values

• Step 4: Add Tango to the Salesforce object

• Step 5: Connect to the Tango portal from Salesforce

• Step 6: Set up a job schedule in Salesforce

• Step 7: Set up a manual program

• Step 8: Set up a reward automated program via Flows

• Step 9: Set up the Tango Error Logs

• Send rewards with Salesforce

• Manage Tango rewards in Salesforce