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. 

  1. Create a checkbox field “Sync with Channeltivity” on the Lead object in Salesforce 
  2. 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 toggle switch:

Set the Deal Registration sync criteria:

  • 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.
  • 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.

If you're looking to import existing Deal Registrations 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. 

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

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 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.