This article gives step-by-step setup instructions of Channeltivity’s Deal Registration 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:
Choose whether you want Channeltivity to automatically create a Lead in Salesforce whenever a Deal is registered or whether you want the manual control over which Deals get pushed into Salesforce.Scroll down the page to specify the Deal Registration sync criteria:
- Deals pushed into Salesforce will create Leads. If you have different Lead record types defined in Salesforce, you can specify which record type to use.
- Select the new "Sync with Channeltivity" checkboxes that you created from the two dropdown menus.
Step 3: 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
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 4: 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.