Salesforce Integration
Channeltivity PRM Salesforce Edition has several plug-and-play integrations with Salesforce.com’s CRM. You can activate each integration individually or use...
Fri, 19 Jul, 2024 at 5:06 PM
Channeltivity’s integrations with Salesforce requires the use of the Salesforce API, which is available standard as part of Salesforce Enterprise Edition an...
Tue, 28 May, 2024 at 3:08 PM
All of Channeltivity’s integrations with Salesforce require the security credentials of a valid Salesforce user with Salesforce API access. This article pro...
Tue, 11 Jun, 2024 at 11:34 AM
This article provides an overview of Channeltivity’s Deal Registration integration with Salesforce. Please also see the Deal Registration Salesforce Integra...
Fri, 7 Jun, 2024 at 1:24 PM
This article provides an overview of Channeltivity's Lead Distribution integration with Salesforce. Please also see the Lead Distribution Salesforce Int...
Thu, 30 May, 2024 at 5:06 PM
This article provides an overview of Channeltivity's Referral integration with Salesforce. Please also see the Referral Salesforce Integration Setup Ins...
Thu, 30 May, 2024 at 5:10 PM
This article provides an overview of Channeltivity’s Partner Sync integration with Salesforce. Please also see the Partner Sync Salesforce Integration Setup...
Fri, 19 Jul, 2024 at 5:08 PM
The Salesforce integration field mapping pages allow you to specify the flow of data between Channeltivity and your Salesforce CRM for the following integra...
Thu, 4 Apr, 2024 at 3:09 PM
This article gives step-by-step setup instructions of Channeltivity’s Deal Registration PRM integration with Salesforce. An overview of Channeltivity’s Dea...
Fri, 7 Jun, 2024 at 1:45 PM
This article gives step-by-step setup instructions of Channeltivity’s Lead Distribution integration with Salesforce. An overview of Channeltivity’s Lead Dis...
Fri, 31 May, 2024 at 4:11 PM