Release: Salesforce Partner Sync & more
Our next release with the much-anticipated Salesforce Partner Sync functionality is going live tomorrow Tuesday, April 1st, 2014. View the feature highlight video and read the details below.
Salesforce Partner Sync (video)
Channeltivity’s April release expands the Salesforce integration to allow the two-way synchronization of Partner records and Contacts between the two systems. With the Salesforce Partner Sync integration activated, creating a new Partner Organization (or User) in Channeltivity will create a linked partner account (or contact) record in Salesforce and vice versa, and keep those records synchronized. This way, changes made on one side will be reflected on the other.
The Salesforce Partner Sync integration is included for customers with the Salesforce edition of both Channeltivity’s Deal Registration and Lead Distribution modules. Please submit a support ticket if you’re interested in enabling this feature.
- Ability to specify a primary Partner Manager
- Partner Managers can edit contact details of Partner Users and Contacts in the Partner module
- Many small improvements and bugfixes
As always, there’s nothing that’s needed from you – all customers on the current cloud version will be automatically upgraded.
Partner Recruitment and Onboarding…Best Practices to Consider
Release: PRM Integration Log, Partner Sync Setup & More