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: ...
Wed, 17 Apr, 2024 at 4:09 PM
This article gives step-by-step setup instructions of Channeltivity’s Partner Sync integration with Salesforce. An overview of Channeltivity’s Partner Sync...
Wed, 14 Jun, 2023 at 2:28 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
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...
Mon, 11 Mar, 2024 at 3:14 PM
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
The Partner Sync Integration does not recognize parent/child relationships in Salesforce. It recognizes each record as its own account. This means you'l...
Tue, 5 Feb, 2019 at 3:49 PM