Integration Management
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      How to integrate with Salesforce

      Channel Program offers seamless integration with Salesforce, enabling efficient synchronization of customer and company data. Follow this guide to set up the integration and start syncing data effortlessly.

      In this guide:

      Review available data sync options

      The Salesforce integration supports a one-way data sync from Salesforce to Channel Program. Review the sync settings below to ensure they align with your needs.

      Sync Type

      Sync Active Companies & Users

      Sync Conditions
      • Company must have associated users with valid email addresses

      Data Synced
      • Company name
      • User name
      • User email address

      Triggering a Sync

      Data will sync when

      • A new company and/or user record is created in Salesforce

      Configure a Salesforce user

      For the integration, we recommend creating a dedicated Salesforce user to ensure smooth operation. However, an existing Salesforce user can also be used.

      Requirements:

      • The Salesforce user must be active.
      • The user should have the appropriate permissions to read company and user data.

      Installing integration in Channel Program

      Once the Salesforce configuration is ready, follow these steps to install and activate the integration.

      Important Notes

      • If logged into Salesforce in your browser, log out if using a different Salesforce account for the integration.
      • Disable pop-up blockers in your browser to avoid installation issues.
      1. Sign into Channel Program as a Channel Command administrator.
      2. From the side navigation click Integrations.
      3. Find the Salesforce integration card and click View.
      4. Click Install for the preferred data sync, to start the installation process.
      5. Click Sign In to start the integration process.
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      6. In the pop-up window that appears, click Sign in to your Salesforce account.
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      7. Enter your Salesforce credentials.
      8. Click Log In.
      9. If prompted, enter your two-factor authentication (2FA) code, and click Log In.
      10. Configure the following fields:
        1. Customer Account Field Name: Enter the Salesforce field used to identify your MSP partners (default: Type).
        2. Customer Account Field Value: Enter the value identifying MSP partners (default: Customer).
      11. Click Create to finalize the integration setup.

      Congratulations! The integration is now successfully installed, and data sync will begin shortly. To verify syncing, go to Channel Command > Manage Access > Synced Partners.

      For details on managing your integration, refer to How to manage integrations.