Salesforce Integration

Salesforce Integration: Referral - Setup Walkthrough
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
Salesforce Integration: Partner Sync - Setup Walkthrough
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
Does Channeltivity Have a Native Salesforce Package?
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
What Is the Salesforce Integration Sync Manager and How Does It Work?
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 To Change the Linked Salesforce Record of a Partner or User/Contact in Channeltivity
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
How do I associate an existing Opportunity in Salesforce with a Deal in Channeltivity?
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 to change the linked Salesforce record of a Lead, Deal Registration, or Referral in Channeltivity
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
How do I create Deal Registrations from Salesforce Opportunities in my PRM?
Channeltivity's integration with Salesforce allows you to automatically pull Salesforce Opportunities into your PRM as Deal Registrations. This feature ...
Thu, 30 May, 2024 at 8:41 AM
Why is my Salesforce Lead Disconnected?
Please always create an Opportunity when you convert a Lead in Salesforce. This is the only way to maintain the link between the record in Channeltivity and...
Tue, 21 May, 2024 at 5:59 PM
How do I Import Multiple Leads from Salesforce into Channeltivity at One Time?
Channeltivity's Lead Distribution integration with Salesforce allows you to import Leads and Opportunities from Salesforce into Channeltivity as Leads. ...
Wed, 29 Jun, 2022 at 2:00 PM