Salesforce Integration

How does Channeltivity manage Parent/Child relationships in Salesforce?
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
How do I reset my security token?
To reset your security token in Salesforce, you'll need to visit your Personal Settings. Depending on your organization’s user interface settings, you s...
Wed, 17 Apr, 2019 at 12:39 PM
I'm running out of Salesforce API calls. How do I check my usage?
Channeltivity integrates with your Salesforce.com account through the Salesforce.com webservices API. Channeltivity's integration with Salesforce is fai...
Fri, 8 Sep, 2017 at 2:54 PM
Salesforce Integration: Partner Sync Frequently Asked Questions
Q: How do I change the Account field in Salesforce that indicates the Partner's status (Active, Prospective, Inactive)? A: Let's assume you'...
Mon, 6 Mar, 2023 at 1:20 PM
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...
Wed, 15 Sep, 2021 at 8:06 AM