Channeltivity is close to releasing the next version of our Deal Registration and Lead Distribution integrations with Salesforce. The updated version will provide additional functionality, and faster, more reliable syncing. Some customers will be required to make minor changes to their configuration to prepare. This article provides an overview of the changes and answers frequently asked questions.


What improvements are included in the updated integration?

  • True bi-directional data flow. Just like Partner Sync, you will be able to define bi-directional data flows between your CRM and Channeltivity. 
  • Automatic importing of Leads from Salesforce. If you use Channeltivity's Lead Distribution module, you can automatically import and assign Leads from Salesforce. 
  • Support for constants. Want all to set the "Source" field to "Partner" for all Salesforce Leads created by Channeltivity's Deal Registrations module? Constants will allow you to do this. 
  • Faster, more reliable syncing. Optimized queries, better handling of conflicts, and much more.


Will the integration work differently?

Generally, no. Most people will not notice any difference. However, similar to Partner Sync, the updated integration will require that Salesforce records have a checkbox that determines whether the record can sync with Channeltivity. We added this flag to make the integration more efficient and reduce Salesforce API calls.


What changes do I need to make to prepare for the updated integration?

Since the updated integration will require that Salesforce records be flagged to sync with Channeltivity, you will need to specify a checkbox field on any Salesforce records (Lead and Opportunity) that sync with Channeltivity. Similar to the Partner Sync integration, checking this box in Salesforce will determine whether the record can sync with Channeltivity. 


You will see a prominent "Update your Salesforce Integration" page after logging in if there are any changes you need to make. 


Will I need to manually check the flags for records in Salesforce?

No, once the updated integration launches, it will automatically check the checkboxes for any synced Salesforce records.


When do I need to do this by?

As soon as possible. We’re rolling out the new integration later this month.


How do I know if there's anything I need to do to prepare?

Channeltivity will keep bugging you if any of the required fields or settings are missing. You will see a prominent "Update your Salesforce Integration" page after logging in if there are any changes you need to make. If you don't see a notification after logging in, you're all set.


What if I don’t prepare for the updated integration?

If you don’t make the necessary changes, your Deal Registration and Lead Distribution integrations will stop working when the updated integration is launched.


When will the integration changes go live?

The updated integration is scheduled for June 28, 2021.


Is there anything I'll need to do once the integration changes go live?

Nope, the prep work is all that's required. Everything else is automatic, and your integration will continue working as before.


Should I create any automations to check the sync flag in Salesforce?

Additional automations are not necessary. Channeltivity will intelligently handle all standard scenarios, for example: 

  • If a Deal is registered in Channeltivity and synced with Salesforce, Channeltivity will automatically check the sync flag in Salesforce.
  • If you're using the Lead Distribution module and use Channeltivity's managed package in Salesforce to send a Lead to Channeltivity, will Channeltivity automatically check the sync flag on the Lead in Salesforce.
  • Channeltivity will automatically set up a Salesforce Lead Custom Field Mapping for the sync flag so that if a Salesforce Lead is converted to an Opportunity, the sync flag is automatically checked for the resulting Opportunity.

I still have questions!

Contact support, and we’re happy to help.