Salesforce Integration
The Deal Registration integration with Salesforce allows you to import Salesforce Opportunities into Channeltivity as Deal Registrations. One requirement fo...
Thu, 12 Jun, 2025 at 2:19 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
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
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...
Thu, 5 Jun, 2025 at 4:32 PM
Channeltivity released the next version of our Deal Registration and Lead Distribution integrations with Salesforce. The updated version provides additional...
Thu, 22 Aug, 2024 at 11:51 AM