How linked records work

When a record in Channeltivity is synced with Salesforce, a link is created between the record in Channeltivity and the one in Salesforce. For example, if you have Channeltivity's Deal Registrations integration with Salesforce set to automatic and a Partner submits a new Deal Registration in Channeltivity, this automatically creates a Lead in Salesforce and then links the Deal Registration to that Lead. The concept of linking is used by all of Channeltivity's integration points with Salesforce.


To prevent data conflicts, we make sure that a) each record in Channeltivity can only be linked to a single record in Salesforce, and b) that each Salesforce record is not linked to more than one record in Channeltivity.


Why would I want to change a linked record?

There are a number of scenarios where you might want to change the linked Salesforce record of a Channeltivity Lead or Deal Registration, including:

  • The linked record in Salesforce was accidentally deleted or merged incorrectly
  • A Deal Registration needs to be linked to an existing Opportunity in Salesforce¬†
  • A Salesforce Lead was converted without creating an Opportunity¬†


How do I remove the Salesforce link of a Lead or Deal Registration in Channeltivity?

  1. Make sure you have Channeltivity Administrator privileges.
  2. Go to the Lead or Deal Registration page and select "Unlink" from the Salesforce button menu:

  3. Follow the prompts to remove the link:



How do I link a Lead or Deal Registration to an existing Salesforce record?

  1. Make sure you have Channeltivity Administrator privileges.
  2. Go to the Lead or Deal Registration page and select "Link" from the Salesforce button menu:

  3. Copy the Salesforce URL of the Lead or Opportunity you would like to link to.

  4. Paste the URL of the Salesforce Lead or Opportunity you would like to link to.

  5. Verify the information and complete the link:


How do I change the linked record in Channeltivity?

Changing the linked record of a Deal Registration or Lead in Channeltivity is easy. Simply remove the link and then link the record to a new destination (see the two tutorials immediately above).