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


  1. Log into Salesforce.com CRM as an Admin
  2. Go to Setup -> App Setup -> Customize -> Leads -> Fields
  3. Create a custom checkbox field "Export to Channeltivity" or similar. This will be the flag that marks the Lead for export into Channeltivity.
  4. If you want to be able to import Opportunities from Salesforce as well, create an identical checkbox custom field for the Opportunity record as well by going to Setup -> App Setup -> Customize -> Opportunities -> Fields.
  5. Log into Channeltivity as an Administrator and go to Settings > Salesforce Integration
  6. If you haven't done so already, make sure to enter your Salesforce Integration Credentials.
  7. If your credentials are valid, the Lead Distribution configuration section becomes available. Click on it:

  8. Set the Lead Distribution to "Import Only":


  9. Select the "Export to Channeltivity" flag in the dropdown(s). Check the second box to also allow the import of Salesforce Opportunities.


  10. Map the import fields from the Salesforce Lead box on the left to the center Channeltivity box. These field mappings determine which Lead fields get imported and where their data are stored in Channeltivity. The configuration page will automatically display all fields in your Salesforce instance. Mappings are created by first clicking on the source field on the left and then clicking the destination on the right. Make sure all required fields in the center Channeltivity box are mapped to.


  11. If you're enabling the import of Salesforce Opportunities as well, do the same for the Opportunity tab. The Opportunity import pulls Salesforce data not only from the Opportunity record type, but includes the linked Account and primary Contact as well. 


    Make sure to include important fields from the Account and Contact sections by scrolling down.


  12. Once your import mappings are in place, you can now map fields from Channeltivity back to the originating record in Salesforce. This allows you to push selected fields from Channeltivity back into Salesforce. These so-called "export mappings" are created by clicking a field in the center Channeltivity Lead box and then creating a mapping by clicking on the destination field on the right Salesforce Lead/Opportunity box. We recommend linking fields that show Partner-related or Lead status information only. If you're unsure, don't create any export mappings until your needs are more defined.


  13. Tip: You can create new destination fields on the fly, by mapping to "New Field" at the bottom of each box.


  14. 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))

      • Exported to Channeltivity (Ctvt_Sys_Exported__c, Date/Time)

      • Export to Channeltivity (Export_to_Channeltivity__c, Checkbox)

    • 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))

      • Exported to Channeltivity (Ctvt_Sys_Exported__c, Date/Time)

      • Export to Channeltivity (Export_to_Channeltivity__c, Checkbox)

  15. When the setup process is complete, you will be redirected to the Salesforce Integration Settings page and you can start importing Leads from Salesforce using Channeltivity's managed Salesforce package or by checking them off in Salesforce and then using the Import page at Pipeline -> Settings -> Import Leads from Salesforce.