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...
Thu, 5 Jun, 2025 at 4:11 PM
Channeltivity’s integrations with Salesforce requires the use of the Salesforce API, which is available standard as part of Salesforce Enterprise Edition an...
Thu, 5 Jun, 2025 at 4:10 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, 11 Jun, 2024 at 11:34 AM
This article provides an overview of Channeltivity’s Organization Sync integration with Salesforce. Please also see the Organization Sync Salesforce Integra...
Mon, 9 Jun, 2025 at 1:14 PM
This article gives step-by-step setup instructions for Channeltivity’s Organization Sync integration with Salesforce, which keeps your Partner Organization...
Tue, 10 Jun, 2025 at 12:42 PM
The Organization Sync integration with Salesforce enables two-way synchronization of Partner and Distributor Organizations and their associated Contacts bet...
Tue, 10 Jun, 2025 at 1:23 PM
Q: How do I change the Account field in Salesforce that indicates the Organization's status (Active, Prospective, Inactive)? A: Let's assume you...
Thu, 5 Jun, 2025 at 4:25 PM
This article provides an overview of Channeltivity’s Deal Registration integration with Salesforce. Please also see the Deal Registration Salesforce Integra...
Mon, 30 Jun, 2025 at 12:05 PM
This article gives step-by-step setup instructions of Channeltivity’s Deal Registration PRM integration with Salesforce. An overview of Channeltivity’s Dea...
Fri, 7 Jun, 2024 at 1:45 PM
This article provides an overview of Channeltivity's Lead Distribution integration with Salesforce. Please also see the Lead Distribution Salesforce Int...
Thu, 30 May, 2024 at 5:06 PM