Salesforce Integration: Deal Registration - Overview

This article provides an overview of Channeltivity’s Deal Registration integration with Salesforce. Please also see the Deal Registration Salesforce Integration Setup instructions.

Channeltivity’s Deal Registration integration with Salesforce makes it easy to get your Partners’ registered Deals from Channeltivity into your Salesforce CRM. Following the illustration below, the integration can be explained in three steps:

1. Channeltivity Deal Submission and Salesforce Record Creation - Once a Partner submits a new Deal registration, Channeltivity creates a copy of the registered Deal as a Lead within Salesforce. This can be configured to happen manually or automatically based on creation or approval status. 
   • (Optional Setting) Opportunity Creation via Contact Match: If enabled, Channeltivity will attempt to match the End User Contact on the Deal to an existing Salesforce Contact. If exactly one match is found, an Opportunity is created instead of a Lead. If no match is found, a Lead is created. 
2. Ongoing Sync - Changes made to the Deal in Channeltivity are reflected in Salesforce and vice versa. 
3. Lead Conversion Handling - Should you decide to convert a Salesforce Lead to an Opportunity, Channeltivity will recognize this and maintain the link to the corresponding record. 
   
   

FAQs:

Can Salesforce Opportunities be imported into Channeltivity as Deals? 

Yes, Salesforce Opportunities can be imported into Channeltivity as Deal Registrations. Learn more about this topic here: How do I create Deal Registrations from Salesforce Opportunities in my PRM?. 

Is the integration bi-directional?

Yes, the Deal Registration integration is a true bi-bidirectional integration. Your Deal Registration integration field mappings allow you to determine the data flow between the Deal in Channeltivity and the corresponding Lead/Opportunity in Salesforce. 

When is a Deal synced to Salesforce?

You can configure the Deal Registration integration settings to sync new Deals to Salesforce manually or automatically based on specific events.  

• 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

When does Channeltivity create a Lead vs. an Opportunity in Salesforce?

By default, Channeltivity creates Leads rather than Opportunities. The reason Channeltivity creates Leads instead of Opportunities is because Opportunities have to be associated with an Account and Contact in Salesforce, and every company has its own unique guidelines for establishing those associations. Since the rules vary across companies, we felt it was best to create Leads instead of Opportunities to allow Users to select the relevant Account/Contact when converting the Lead to an Opportunity. 

However, Channeltivity also offers an optional setting that, when enabled, Channeltivity will attempt to match the End User Contact on the Deal to an existing Salesforce Contact based on email. If exactly one match is found, an Opportunity is created instead of a Lead. If no match is found, a Lead is created. For more information on this topic check out this article. 

How are the "Sync with Channeltivity" checkboxes on the Salesforce Lead and Opportunity used? 

The fields are used by and automatically set by Channeltivity to flag/identify the Salesforce Leads and Opportunities that are syncing with Channeltivity. Learn more about this topic here. 

Does Salesforce PRM have Deal Registration functionality?

Many high-tech companies use Salesforce PRM for deal registration and end up moving to Channeltivity for channel management due to costs and out-of-the-box functionality. Channeltivity's bi-directional integration keeps Salesforce data up-to-date with deal registrations submitted by partners.