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:
- 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 automatically or on a manual basis.
- Whenever the registered Deal is updated within Channeltivity, any changes are reflected in Salesforce as well. You can also select fields from Salesforce to display on the Deal in Channeltivity, although those are read-only.
- Should you decide to convert a Salesforce Lead to an Opportunity, Channeltivity will recognize this and maintain the link to the corresponding record.
Since there’s an inherent danger in letting your Partners update your CRM directly, we recommend you create a separate set of custom fields on the Lead and Opportunity objects within Salesforce so that your Partners’ Deal Registration data concerning sales stage, amount, and close date is separate from yours. This way, you have full control over how your Partner’s pipeline affects your reporting.
Frequently Asked Questions:
Q: Is the integration bi-directional?
No, it's a one-way sync with Channeltivity as the master system. However, you do have the ability to map fields on the Salesforce Lead and Opportunity back to a set of custom read-only fields on the Deal in Channeltivity. This allows you to display Salesforce data in Channeltivity for reporting purposes.
You can also install our Managed Package and add it to the Lead and Opportunity layouts in Salesforce to allow you to update the below fields in Channeltivity from Salesforce:
- Close Date
Q: Why does Channeltivity create a Lead in Salesforce vs. an Opportunity?
The reason Channeltivity creates Leads instead of Opportunities is because Opportunities have to be associated with the appropriate Account, and every company has different rules for associating Opportunities with Accounts. Since the rules vary from company to company, we felt it was best to create a Lead instead and allow Users to select the appropriate Account upon conversion.
Q: How can I push Deals into Salesforce as Opportunities instead of Leads?
You can't, but you can write a Salesforce trigger that automatically converts the Leads created by Channeltivity into Opportunities. The following thread provides some example code: https://developer.salesforce.com/forums/?id=906F00000008xO5IAI