Salesforce Integration: Deal Registration - Setup Walkthrough

Modified on Tue, 3 Feb at 3:44 PM

This article gives step-by-step setup instructions of Channeltivity’s Deal Registration PRM integration with Salesforce. An overview of Channeltivity’s Deal Registration Salesforce Integration can be found in this article.

Step 1: Setup Salesforce Fields

Create the below checkbox fields on the Lead and Opportunity objects in Salesforce. The fields will be used by Channeltivity to flag/identify the Salesforce records that are syncing with Channeltivity.

Create a checkbox field “Sync with Channeltivity” on the Lead object in Salesforce
Create a checkbox field “Sync with Channeltivity” on the Opportunity object in Salesforce

Step 2: Enable the Integration in Channeltivity

Log into Channeltivity as an Administrator and go to Settings > Salesforce Integration. (If you haven't done so already, make sure to enter your Salesforce Integration Credentials.) If your Salesforce credentials are valid, the Deal Registration configuration section becomes available. Click on it:

Enable the integration by flipping the Integration Status switch to the ON position:

Step 3: Configure the Workflow Settings:

Push Deals into Salesforce:

Choose whether you want to manually push Deals to Salesforce or have them sync automatically based on a specific event:

Manual: Requires an Internal User to manually sync the Deal to Salesforce by clicking the Salesforce button on the Deal in Channeltivity > Sync .

Event-Based (Automatic): Deals are automatically synced to Salesforce when a selected event occurs:

Created
Pre-Approved
Approved

Opportunity Creation Based on Contact Match (Optional):

By default, Deals pushed into Salesforce will create Leads. However, by enabling the "Try to match Salesforce Contact before pushing Deal to Salesforce" setting, Channeltivity will attempt to match the End User Contact on the Deal in Channeltivity with an existing Salesforce Contact using the email address. If exactly one match is found, Channeltivity will create an Opportunity instead of a Lead. If no match is found, Channeltivity will create a Lead. For more information on this setting and its requirements, check out this article.

Import Salesforce Opportunities into Channeltivity as Deals (Optional):

If you're looking to import existing Opportunities from Salesforce or create Deal Registrations based on automatic renewal Opportunities in Salesforce, head over to How do I create Deal Registrations from Salesforce Opportunities in my PRM? after completing the steps in this article to configure the Deal import integration.

Salesforce Lead and Opportunity Sync Control Fields:

Select the "Sync with Channeltivity" fields you created in Salesforce on the Lead and Opportunity objects in Step 1 from the dropdown menus:

Step 4: Specify Record Types (Optional)

If you have different Lead record types defined in Salesforce, you can specify which record type Channeltivity should use when creating a new Lead.

If using the Opportunity creation based on Contact Match setting, you'll have the option to specify which record type is used for Opportunities.

Step 5: Configure Field Mappings

Scroll down to the Field Mappings section, where you will specify the flow of data between Channeltivity and Salesforce. You'll see two tabs:

Deal to Salesforce Lead
Deal to Salesforce Opportunity

Each tab has its own set of mappings connected by a button that indicates the sync direction. You can update the data flow for existing mappings by clicking on the buttons and add additional field mappings by clicking the "Add Mapping" button. Learn more about this topic in this article: Salesforce Integration: Field Mapping Configuration.

Once all your mappings are complete, press the "Save" button at the very bottom of the page to finish the setup process. Depending on the details of your Salesforce configuration and whether you're creating new fields in Salesforce as part of the process, the saving process can take up to 30 minutes. When the setup process is complete, you will be redirected to the Salesforce Integration Settings page.

Step 6: Test the Integration

You're all set! Go ahead and submit a Deal Registration to test out the integration between your Channeltivity PRM and Salesforce CRM.