Salesforce

By connecting Salesforce to PartnerStack, you can align your internal sales and customer data with your partnership channel. A PartnerStack and Salesforce integration makes it simple to create highly scalable, and transparent processes between your company and partners.

Common use cases include:

• Creating Salesforce Leads for new partner leads
• Creating Salesforce contacts when a new partner joins your program\
• Informing partners about Contact and Deal updates
• Rewarding partners when a referral achieves a customer milestone
• Create an Account, Contact, and opportunity for partner submitted Deals

After authenticating your Salesforce account, view our collection of specific Salesforce guides to achieve your program goals.

Authentication

• Salesforce authentication guide

Guides

• Syncing Leads with Salesforce contacts
  - Syncing Deals with Salesforce Account, Contact, and Opportunities