CRM · Pro plan
Partner attribution inside the CRM your team already lives in.
Two-way sync of deals, contacts, and partner accounts. Attribution data flows back into Salesforce so AEs see partner influence on every opportunity — no tab switching, no manual exports, no "trust me" conversations.
Real-time
Sync frequency
< 5 min
Setup time
4
Objects synced
Pro+
Required plan
KEY FEATURES
Connect with a single click — no admin credentials needed. Standard Salesforce OAuth flow with automatic token refresh.
Opportunities created or updated in Salesforce flow into Covant. Attribution and commission data flow back. Both systems stay current.
Custom fields appear on every Salesforce opportunity: Partner Source, Attribution %, Commission Amount. AEs see partner contribution without leaving Salesforce.
Map your Salesforce fields to Covant's data model during setup. Custom objects, picklist values, and record types are all supported.
Salesforce Accounts tagged as partners auto-create partner records in Covant. Tier, territory, and contact data stays in sync.
Every sync event is logged. If a deal amount changes in Salesforce, Covant's attribution recalculates and the audit trail shows the delta.
HOW DATA FLOWS
SETUP IN 4 STEPS
Click "Connect Salesforce" in Settings → Integrations. Authorize via OAuth — takes 30 seconds.
Covant auto-detects your Opportunity fields. Confirm the mapping or customize for custom objects and picklists.
Select bi-directional (recommended) or one-way sync. Set conflict resolution rules for edge cases.
Covant pulls existing opportunities and partner accounts. Historical data is available immediately for attribution analysis.
USE CASES
VP OF PARTNERSHIPS
Sarah runs her partner program from Salesforce. She needs AEs to see which deals have partner attribution so they stop claiming 100% credit. With Covant's Salesforce sync, attribution data appears directly on the opportunity record.
REVOPS
The RevOps team builds pipeline reports in Salesforce. Covant pushes "Partner-Sourced" and "Partner-Influenced" fields so pipeline reports slice by channel automatically — no manual tagging.
PARTNER MANAGER
When a partner registers a deal, the registration status syncs to the Salesforce opportunity. AEs see "Partner Registered" before they start working the account, preventing channel conflict.
FAQ
Professional, Enterprise, Unlimited, and Developer editions. Essentials is not supported due to API limitations.
No. Any user with API access can connect via OAuth. No packages to install, no custom objects to create — Covant uses standard Salesforce APIs.
Covant uses last-write-wins with conflict detection. If the same field is updated in both systems within the sync window, you'll see a conflict flag in the audit log. Amount and stage always defer to Salesforce as the source of truth.
Yes. On initial connection, Covant pulls all opportunities from the last 24 months (configurable). Historical attribution analysis works immediately.
OTHER INTEGRATIONS