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.

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

  4. Select 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. If you have different Lead record types defined in Salesforce, you can also specify which one to use:

  5.  You can determine the Deal details, end-user account and contact information that is synced to the Lead and Opportunity by matching the Channeltivity Deal fields on the left, to the Salesforce Lead/Opportunity fields on the right. Channeltivity starts you out with a set of standard Deal to Lead field mappings, but you can add additional field mappings.

To add a field mapping, click the “Add Mapping” button and select a field from the Channeltivity dropdown menu. You’ll then click the Salesforce dropdown menu to select the corresponding Salesforce field.

 If the field does not yet exist in Salesforce, you can create it in Salesforce by clicking the “Create New Field” button.

When mapping fields to the Lead in Salesforce, keep in mind that the integration is a one-way sync with Channeltivity as the master system. This means if you map a Channeltivity field to a Salesforce field, the data from Channeltivity will always overwrite any changes made to the field in Salesforce with the data that’s in Channeltivity. To prevent Channeltivity from overwriting existing data in Salesforce, you can set fields to “First Sync Only.” Setting a field to First Sync Only prevents Channeltivity from updating the field after the initial sync.  Any changes made to the field in Channeltivity after the first sync, are not reflected on the Lead in Salesforce.

You can also map Channeltivity Deal fields to the Opportunity in Salesforce, to capture any updates made to the Deal after the Lead is converted to an Opportunity. However, we don't recommend mapping the Channeltivity Deal Amount, Close Date and Stage to the built-in Salesforce Opportunity Amount, Close Date and Stage fields as this a) will cause any changes made to the fields in Salesforce to be overwritten by Channeltivity and b) will allow your Partners to directly affect the fields you use for forecasting and reporting in Salesforce. 

Instead, we recommend creating custom fields on the Salesforce Opportunity object and naming them:

•    Partner Reported Amount

•    Partner Reported Close Date

•    Partner Reported Stage

You’ll then map the built-in Channeltivity fields to the custom fields. That way, your team (and not the Partner) has complete control over the fields that affect your reporting in Salesforce.

To add a field mapping, switch to the Deal to Opportunity tab and click the “Add Mapping” button. 

Although the integration is not bi-directional, you can select fields from the Salesforce Lead and Opportunity to be synced back to special custom read-only fields on the Deal in Channeltivity. This is helpful if you want to display Salesforce data in Channeltivity to Partners such as the built-in Opportunity Amount, Stage and Close Date. 

To add a field mapping, switch to the Salesforce Lead to Deal or Salesforce Opportunity to Deal tabs and click the “Add Mapping” button.

7. 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, the saving process can take up to 30 minutes. Besides saving your configuration, the saving process will also create a number of custom Salesforce fields used by Channeltivity and add them to your Salesforce layouts:

  • Salesforce Lead custom fields required by Channeltivity:
    • Channeltivity Last Update (Ctvt_Sys_LastUpdated__c, Date/Time)
    • Channeltivity Status (Ctvt_Sys_EntityType__c, Text(255))
    • Channeltivity URL (Ctvt_Sys_URL__c, URL(255))

  • Salesforce Opportunity custom fields required by Channeltivity:
    • Channeltivity Last Update (Ctvt_Sys_LastUpdated__c, Date/Time)
    • Channeltivity Status (Ctvt_Sys_EntityType__c, Text(255))
    • Channeltivity URL (Ctvt_Sys_URL__c, URL(255))

When the setup process is complete, you will be redirected to the Salesforce Integration Settings page.

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