This article explains how to integrate Salesforce with the ChannelBoost PRM portal.
Overview
ChannelBoost PRM integrates with Salesforce using a two-way sync, allowing you to import and sync deals and referrals effortlessly. Additionally, ChannelBoost can push unique customer analytics and insights into Salesforce, giving you powerful data directly within your CRM. To connect your Salesforce account and start syncing, simply follow the steps below.
This integration is best suited for Salesforce editions such as Enterprise, Unlimited, Developer, Performance, and Professional (available as an add-on).
Note: If you have a 30-day free Salesforce account, integration and testing won't be possible. Instead, you can create a Salesforce Developer account for testing purposes using this URL.
Salesforce Integration Setup
First, you must connect ChannelBoost PRM to your Salesforce account. Only one Salesforce account can be connected at a time.
1. Navigate to Integration → Salesforce
3. Click Continue to Salesforce to be taken to Salesforce, where you will be prompted to enter your Salesforce account login details.
4. In Salesforce, click the Grant Access button. You will then be taken back to the ChannelBoost Salesforce Integration setup tab.
5. Click Continue to move on to the next step of Integration setup. Follow the Steps to Change Field-Level Security and Steps to View and Adjust Field Accessibility.
Mapping ChannelBoost Deal Partner to Salesforce
A new ChannelBoost_Deal_Partner field will be created in Salesforce. To map the ChannelBoost Deal Partner to this field, follow the steps below and ensure necessary permissions are granted. Without granting permissions, the data cannot be mapped to this field, but it can still be mapped to other opportunity fields in the settings.
Steps to Change Field-Level Security:
1. Go to Setup: Click the gear icon in the top-right of Salesforce and select Setup.
2. Object Manager: In the Quick Find box, type Object Manager and select it.
3. Select Opportunity: Search for Opportunity in Object Manager and click it.
4. Fields & Relationships: In the left panel, click Fields & Relationships.
5. Find the Field: Locate and click on channelBoost_deal_partner.
6. Set Field-Level Security: Click Set Field-Level Security at the top.
7. Select Profiles: Check the box for System Administrator and any other required profiles.
8. Save: Click Save to apply the changes.
Steps to View and Adjust Field Accessibility:
1. View Field Accessibility: On the field details page, click View Field Accessibility.
2. Adjust Profiles: Click Change next to System Administrator and ensure Visible is checked.
3. Page Layout Visibility: Confirm the field is Visible on the page layouts.
4. Save: Click Save to finalize changes.
These steps ensure the ChannelBoost Deal Partner field is properly configured for visibility and functionality in Salesforce.
Integration Settings
Sync Direction
When Salesforce and ChannelBoost sync data, they ensure that any new or updated information is shared between them, merging details for records that already exist in both. The sync can flow in three ways:
- Data can be updated in both apps (two-way sync)
- Flow only from ChannelBoost to Salesforce
- Flow only from Salesforce to ChannelBoost
This setup keeps both platforms aligned and up-to-date based on the chosen sync direction.
Data conflict resolution
Using ChannelBoost Data means that ChannelBoost data will not be overwritten by Salesforce data. Only new referrals will be created.
Sync Historical Data :
Syncing historical data, up to a maximum of 2 months from the current date
Auto sync or Manual Sync
We sync data every 12 hours in UTC time. The rate limit for Salesforce is 110 requests every 10 seconds per account. You can also trigger a manual sync anytime to update immediately.
Mapping fields & status
You can now map the fields for Referrals as below and click on Save Changes.
You may Map ChannelBoost Referral Subscription Type to SalesForce Property & vice versa as below and click on Save Changes.
You may map Salesforce Deal Property to show the assigned partner of a Deal, and you may map Deal Stages, as shown below, and click on Save Changes.
Referrals
Referrals in ChannelBoost are typically equivalent to Contacts in Salesforce. Contacts associated with a referral in ChannelBoost are equivalent to contacts associated with an Account in Salesforce.
See Create Contacts and Create Accounts for more information about how Contacts and Accounts are managed in Salesforce. In Salesforce, Contacts can be associated with an Account or remain independent (not associated with any Account).
Deals
Deals in ChannelBoost are typically equivalent to Opportunities in Salesforce.
See Opportunities for more information about how opportunities are managed in Salesforce.
Logs
Clicking the Log tab opens the Salesforce Synchronisation History page. This displays all previous synchronization details.
Disconnect from Salesforce Integration
Go to Setup: Log in to Salesforce and click on the gear icon in the top-right corner. Select Setup from the dropdown menu.
Access App Manager: In the Setup menu, search for App Manager in the Quick Find box and click on it.
Locate the Connected App: Find the external integration you want to disconnect in the list of connected apps. You can use the search bar for quicker access.
View and Edit Details: Click the dropdown arrow next to the app and select View or Edit.
Revoke Tokens or Remove Access: If the app has active sessions or tokens, you can revoke them by clicking Revoke.
Alternatively, if you no longer need the integration, you can uninstall the app by navigating to Installed Packages in Setup, locating the package, and clicking Uninstall.
- Verify Disconnection: Ensure the integration no longer appears in connected apps or as an active session under user details.
For more details, refer to Manage Access to Connected Apps in Salesforce.
Additional Resources
If you need further assistance, please contact our dedicated customer support team at [email protected], who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.