Salesforce Integration
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
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
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
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...
Thu, 27 Jun, 2024 at 12:36 PM
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
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
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