Salesforce Integration

Everything you need to know about the June 2021 Salesforce integration changes
Channeltivity released the next version of our Deal Registration and Lead Distribution integrations with Salesforce. The updated version provides additional...
Mon, 28 Jun, 2021 at 1:27 PM
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...
Tue, 13 Jul, 2021 at 5:04 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...
Tue, 13 Jul, 2021 at 4:59 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, 20 Apr, 2021 at 2:04 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 Integra...
Tue, 13 Jul, 2021 at 4:19 PM
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...
Tue, 2 Mar, 2021 at 11:17 AM
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 Deal Registration...
Fri, 9 Jul, 2021 at 4:28 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