Salesforce Integration
This article gives step-by-step instructions of Channeltivity's Referral integration with Salesforce. An overview of the integration can be found here: ...
Fri, 31 May, 2024 at 4:08 PM
This article gives step-by-step setup instructions of Channeltivity’s Partner Sync integration with Salesforce. An overview of Channeltivity’s Partner Sync...
Fri, 31 May, 2024 at 4:07 PM
Yes, we have a Salesforce package Channeltivity PRM for Salesforce is a Salesforce package that allows you to seamlessly access and manipulate Channelt...
Thu, 11 Jan, 2024 at 5:09 PM
Changes made to records in Channeltivity are pushed to Salesforce immediately, and changes made to records in Salesforce are pushed to Channeltivity during ...
Thu, 11 Aug, 2022 at 12:29 PM
How linked records work When a record in Channeltivity is synced with Salesforce, a link is created between the record in Channeltivity and the one in Sale...
Mon, 1 Mar, 2021 at 2:00 PM
This article pertains to customers who have the Salesforce Deal Registration integration activated. Question: Our Partner registered a Deal within Cha...
Tue, 6 Feb, 2018 at 2:40 PM
How linked records work When a record in Channeltivity is synced with Salesforce, a link is created between the record in Channeltivity and the one in Sale...
Wed, 15 Dec, 2021 at 3:25 PM
Channeltivity's integration with Salesforce allows you to automatically pull Salesforce Opportunities into your PRM as Deal Registrations. This feature ...
Mon, 22 Jul, 2024 at 4:02 PM
The Deal Registration integration with Salesforce can be configured to allow the importing of Salesforce Opportunities into Channeltivity as Deal Registrati...
Mon, 22 Jul, 2024 at 4:03 PM
The Deal Registration integration with Salesforce allows you to import Salesforce Opportunities into Channeltivity as Deal Registrations. One requirement fo...
Mon, 22 Jul, 2024 at 4:04 PM