The Deal Registration integration with Salesforce allows you to import Salesforce Opportunities into Channeltivity as Deal Registrations. One requirement for a successful import is to populate the “Channeltivity Partner Email” field on the Salesforce Opportunity with the email address of an Active or Pending Partner User in Channeltivity. 


This article provides an advanced solution that eliminates the need to manually verify the Partner's email address and User status in Channeltivity when importing Salesforce Opportunities into your PRM as Deals. 



Overview: 


To streamline the verification process when passing an Opportunity to a Partner, your Salesforce Admin can automate the verification by adding a Contact lookup field to the Opportunity that only includes Salesforce Partner Contacts linked to Active or Pending Users in Channeltivity via the Partner Sync integration with Salesforce. They can then create a workflow using Salesforce’s Flow Builder that populates the Partner Email field on the Opportunity with the email address of the Partner Contact listed in the lookup field. 


IMPORTANT: To ensure this solution works properly, the Salesforce Partner Contact must be linked to an Active or Pending Partner User in Channeltivity through the Partner Sync integration with Salesforce. Furthermore, the Partner User must be assigned to a Partner Group in Channeltivity that includes access to the Deal Registration module. Please note that this solution is not applicable to Distributor Users as they are not part of the Partner Sync integration with Salesforce.



Step 1: Complete Required Prep Work


  1. (Optional) To assign Deals to Pending Partner Users in Channeltivity, you must enable the setting below by going to Settings > Portal Configuration > General Portal Settings.  
  2. Configure the Deal Registration integration with Salesforce and enable the Opportunity import function.

  3. Enable and configure the Partner Sync integration with Salesforce, which keeps your Partner Organizations and Users/Contacts in Channeltivity synced with your Partner Accounts and Contacts in Salesforce.

  4. Create a text field on the Contact object in Salesforce called “Channeltivity User Status” or something similar.

  5. Map the built-in “Status” field on the User/Contact object in Channeltivity to the new text field by going to Settings > Salesforce Integration > Partner Sync > Add Mapping.  Doing so will allow Channeltivity to automatically populate this field with the status of the linked Channeltivity Partner User.

 

 

Step 2: Create a Contact lookup field on the Opportunity


  1. Create a Contact lookup field in Salesforce on the Opportunity called “Channeltivity Partner User” or something similar. Configure the field to include the following filter criteria so that it only includes Salesforce Partner Contacts with the “Channeltivity User Status” field set to Active or Pending User. This ensures that Salesforce Users can only select Partner Contacts linked to Active or Pending User records in Channeltivity.


Field: Channeltivity Partner User: Channeltivity User Status

  • Operator: equals
  • Value: Active User

Field: Channeltivity Partner User: Channeltivity User Status

  • Operator: equals
  • Value: Pending User

Filter Logic: 1 OR 2

 

 

 

Step 3: Create a Flow Builder in Salesforce

 

Using the Channeltivity Partner User lookup field, you’ll create a workflow with Salesforce’s Flow Builder that populates the “Partner Email Field” on the Opportunity with the email address of the Salesforce Partner Contact listed in the Channeltivity Partner User lookup field.

 

Here are the steps to accomplish this using Salesforce’s Flow Builder:


  1. In Salesforce, go to Setup > Object Manager > Opportunity > Flow Triggers > New Flow.

  2. Configure the Trigger to flow when “A record is created or updated.”

  3. Set the Entry Conditions to “All Conditions Are Met (AND).”

  4. Set the field criteria to the following:
    • Field: Sync with Channeltivity
      • Operator: Equals
      • Value: True
    • Field: Export to Channeltivity Deal
      • Operator: Equals
      • Value: True
    • Field: Channeltivity Partner User 
      • Operator: Does Not Equal
      • Value:
  5. Click “Save” to save your changes > Activate.


  6. Click the plus sign to add the “Update Records” element to your workflow.
  7. Select the “Specify conditions to identify records, and set fields individually” option.

  8. Set Filter Condition Requirements to “All Conditions Are Met (AND).”

  9. Enter the same field criteria as Step 4 listed above.

  10. In the Set Field Values for Opportunity Records section, set the Field value to the “Partner User Email” field.

  11. Configure the Value field to include the email address of the Contact from the Channeltivity Partner User lookup field. You can accomplish this by selecting “Record Opportunity,” then navigating to the Contact lookup field and selecting the Email field of the related Contact.
    • Record Opportunity
    • Channeltivity Partner User (lookup field)
    • Email (email field of related Contact)

  12. Click “Save” to save your changes.


Step 4: Test the Workflow


When testing the workflow, you must configure the Salesforce Opportunity to meet the following requirements for a successful import: 


  1. The Salesforce Opportunity must have an associated Account.

  2. The Salesforce Opportunity must have an associated Contact set as the Primary Contact.

  3. Select the "Sync with Channeltivity" checkbox.

  4.  Select the "Export to Channeltivity Deal" checkbox.

  5. Select a Partner Contact from the "Channeltivity Partner User" lookup field. Upon saving your changes, the "Channeltivity Partner Email" field should auto-populate with the Contact's email address.

    For customers with the Distributor module enabled, depending on the configuration of your Distributor Module Settings, you may need to configure the following items in addition to those listed above.

  6. Enter the Distributor User email (ex. Channeltivity Distributor Email):  The email address must be associated with an Active Distributor User in Channeltivity with permissions to the Deal Registration module.

  7. Set the Deal Owner Type picklist to Distributor-Owned or Partner-Owned. By default, imported Deals are owned by the Partner.





Related Support Documentation: