Support Portal & Knowledge Base

This article gives step-by-step instructions of Channeltivity's Referral integration with Salesforce. An overview of the integration can be found here: ...

This article gives step-by-step setup instructions of Channeltivity’s Partner Sync integration with Salesforce. An overview of Channeltivity’s Partner Sync...

Yes, we have a Salesforce package  Channeltivity PRM for Salesforce is a Salesforce package that allows you to seamlessly access and manipulate Channelt...

Changes made to records in Channeltivity are pushed to Salesforce immediately, and changes made to records in Salesforce are pushed to Channeltivity during ...

This article pertains to customers who have the Salesforce Deal Registration integration activated. Question: Our Partner registered a Deal within Cha...

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...

Channeltivity's integration with Salesforce allows you to automatically pull Salesforce Opportunities into your PRM as Deal Registrations. This feature ...

The Deal Registration integration with Salesforce can be configured to allow the importing of Salesforce Opportunities into Channeltivity as Deal Registrati...

The Deal Registration integration with Salesforce allows you to import Salesforce Opportunities into Channeltivity as Deal Registrations. One requirement fo...

Channeltivity's Lead Distribution integration with Salesforce allows you to import Leads and Opportunities from Salesforce into Channeltivity as Leads. ...