Salesforce Integration

Channeltivity: PRM Integration with Salesforce CRM
Channeltivity PRM Salesforce Edition has several plug-and-play integrations with Salesforce.com’s CRM. You can activate each integration individually or use...
Wed, 1 Dec, 2021 at 3:38 PM
Salesforce Integration Setup Guide
Channeltivity’s integrations with Salesforce requires the use of the Salesforce API, which is available standard as part of Salesforce Enterprise Edition an...
Wed, 1 Dec, 2021 at 3:36 PM
Salesforce Integration Credentials Setup
All of Channeltivity’s integrations with Salesforce require the security credentials of a valid Salesforce user with Salesforce API access. This article pro...
Tue, 16 Nov, 2021 at 4:51 PM
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 Integra...
Tue, 13 Jul, 2021 at 5:09 PM
Salesforce Integration: Lead Distribution - Overview
This article provides an overview of Channeltivity's Lead Distribution integration with Salesforce. Please also see the Lead Distribution Salesforce In...
Fri, 21 Jan, 2022 at 11:14 AM
Salesforce Integration: Referral - Overview
This article provides an overview of Channeltivity's Referral integration with Salesforce. Please also see the Referral Salesforce Integration Setup In...
Mon, 6 Dec, 2021 at 8:38 AM
Salesforce Integration: Partner Sync - Overview
This article provides an overview of Channeltivity’s Partner Sync integration with Salesforce. Please also see the Partner Sync Salesforce Integration Setup...
Thu, 2 Dec, 2021 at 1:22 PM
Salesforce Integration: Field Mapping Configuration
The Salesforce integration field mapping pages allow you to specify the flow of data between Channeltivity and your Salesforce CRM for the following integra...
Wed, 1 Dec, 2021 at 2:54 PM
Salesforce Integration: Deal Registration - Setup Walkthrough
This article gives step-by-step setup instructions of Channeltivity’s Deal Registration integration with Salesforce. An overview of Channeltivity’s Deal Re...
Fri, 9 Jul, 2021 at 4:34 PM
Salesforce Integration: Lead Distribution - Setup Walkthrough
This article gives step-by-step setup instructions of Channeltivity’s Lead Distribution integration with Salesforce. An overview of Channeltivity’s Lead Dis...
Tue, 13 Jul, 2021 at 4:21 PM