Why is it Important to connect Salesforce to Channel99?
Channel99 provides insights into which channels and vendors offer the most value to your organization. By integrating with Salesforce, you receive real-time opportunity data alongside channel/vendor expenditures, aiding in evaluating their effectiveness.
Additionally, with this integration, creating and updating Audiences becomes effortless. When an Audience is based on a Salesforce report within Channel99, it syncs with that report multiple times daily, ensuring any modifications to the report are mirrored in Channel99.
What Information is pulled into Channel99 from Salesforce?
- Opportunity Object - This object is used in the Analytics section of the platform to monitor both pipeline stages and closed deals. The platform is designed to import specific standard fields that are detailed below.
- Opportunity fields: Opportunity Name, Account ID, Opportunity ID, Opportunity Amount, Close Date, Created Date, Expected Revenue, Is Closed, Is Won, Stage Name, Is Deleted.
- Account Object - This object is essential for creating audiences, which are groups of companies that can be incorporated into the platform's reporting. The function of the Account object is to offer detailed insights into the performance of channels and vendors on smaller groups of accounts as opposed to the entire Total Addressable Market (TAM). The Channel99 platform uses the following standard fields related to opportunities.
Account fields: Account Name, Account ID, Account Website, Is Deleted.
What permissions are needed for the integration user?
- To connect Channel99 with Salesforce, only read permissions are necessary.
NOTE: Some users use their own Salesforce login to setup this connection while others use a "Integration user" within Salesforce with custom permission sets. This is usually created by a salesforce administrator.
How do I connect Channel99 to Salesforce?
Log into the Channel99 platform and navigate to "Settings" and "Integrations" located at the bottom left of your screen.
- Click "+ SFDC Account"
- This will open up a new tab prompting you to log in to Salesforce. Choose the correct login within the Salesforce login page.
After granting access to Channel99, you'll be taken back to the platform page.
NOTE: Data will start to appear within 5 minutes of the connection.