Salesforce Integration
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
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
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
This article provides an overview of Channeltivity’s Deal Registration integration with Salesforce. Please also see the Deal Registration Salesforce Integra...
Fri, 28 Jan, 2022 at 12:54 PM
This article provides an overview of Channeltivity's Lead Distribution integration with Salesforce. Please also see the Lead Distribution Salesforce In...
Wed, 29 Jun, 2022 at 2:02 PM
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
This article provides an overview of Channeltivity’s Partner Sync integration with Salesforce. Please also see the Partner Sync Salesforce Integration Setup...
Tue, 25 Jan, 2022 at 3:15 PM
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, 29 Jun, 2022 at 12:35 PM
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
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