Release: Salesforce.com Field Mapping & More
Updated March 22, 2023
The next release of our PRM software will be going live Wednesday, December 4th. View the release notes video or read the details below.
Improved Salesforce.com Custom Field Mapping
We’ve added custom field mapping to our PRM solution’s Salesforce Lead Distribution and Deal Registration integration. You can now easily map Salesforce fields to Channeltivity fields and vice-versa.
- Business Plan: Specify whether business plan comments & attachments are visible to partners.
- The Data API now supports creating partner recruits, which means you can create your own “Become a Partner” form anywhere.
- Custom Field Editor: Specify the sort order of data in nested tables
- Custom Field Editor: Add fields to sections directly.
- Export or print the data from custom nested tables.
- Many tweaks and bugfixes.
As always, there’s nothing that’s needed from you – all customers on the current cloud version will be automatically upgraded.
Our Channel Partners Are Our Family
The 2014 Channel Success Checklist – Part 1: Involve Your Partners