This guide is for vendors who work deals in Salesforce and want to send an Opportunity to a partner in Relevize Deal Registration. It is not the Salesforce connector used to push marketing leads into Salesforce — that is a separate setup.
You only need a Salesforce System Administrator (or equivalent) for this part. No Apex, Flow, Connected App, or Named Credential is required yet. Connecting Relevize to your org with OAuth is a follow-up step we will do with you.
How it works
Your reps work the Opportunity as usual in Salesforce.
When the deal is ready to send to a partner, they enter that partner’s Relevize ID in Relevize Partner ID. Filling this field is the send action — leave it blank until you are ready.
Relevize picks up the Opportunity (about every 15 minutes), creates a Deal Registration for that partner, and writes our deal ID back to Relevize Deal Id.
As the deal moves through stages in Relevize, we write the current stage name back to Relevize Stage as text. We never change Salesforce StageName, and we never create or delete Salesforce records.
Partner IDs come from a CSV we send you (partner name + Relevize ID). Keep that list in your org however you like — a notes doc, a validation rule, or a picker you build later.
Fields to create
Create these three custom fields on Opportunity. API names must match exactly (Salesforce adds __c automatically when you set the Field Name).
Field Label | Field Name / API Name | Type | Length | Who writes it | Purpose |
Relevize Partner ID | Relevize_Partner_ID → Relevize_Partner_ID__c | Text | 255 | Your team | Relevize partner ID. Setting it sends the Opportunity to that partner. |
Relevize Deal Id | Relevize_Deal_Id → Relevize_Deal_Id__c | Text | 255 | Relevize | Our deal ID. Once this is filled, the Opportunity has already been ingested — do not edit. |
Relevize Stage | Relevize_Stage → Relevize_Stage__c | Text | 255 | Relevize | Current Relevize deal stage name, as free text. Do not edit. |
Use Text, not Number, for all three (including Partner ID). Number fields add comma formatting and make IDs harder to paste.
Step 1: Open Opportunity fields
In Salesforce, click the gear and open Setup.
Open the Object Manager tab.
Find and open Opportunity.
In the left sidebar, click Fields & Relationships, then click New.
Step 2: Choose Text as the data type
On Step 1. Choose the field type, select Text (“Allows users to enter any combination of letters and numbers”) and click Next.
Step 3: Enter the field details
Fill in the first field as follows, then click Next. Repeat this wizard two more times for Deal Id and Stage.
Relevize Partner ID
Field Label: Relevize Partner ID
Length: 255
Field Name: Relevize_Partner_ID
Description: Relevize partner ID. Setting this field sends the Opportunity to that partner via Relevize Deal Registration. Leave blank until you are ready to send.
Help Text: Enter the Relevize partner ID when this Opportunity is ready to send to a partner. Relevize syncs about every 15 minutes.
Leave Required, Unique, and External ID unchecked.
Relevize Deal Id
Field Label: Relevize Deal Id
Length: 255
Field Name: Relevize_Deal_Id
Description: Written by Relevize after the Opportunity is ingested. Do not edit. Presence of this value means the deal is already synced.
Help Text: Populated by Relevize. Do not change this value.
Leave Required / Unique / External ID unchecked.
Relevize Stage
Field Label: Relevize Stage
Length: 255
Field Name: Relevize_Stage
Description: Current Relevize deal stage name, written back by Relevize as free text.
Help Text: Populated by Relevize with the current deal stage. Do not change this value.
Leave Required / Unique / External ID unchecked.
Step 4: Field-level security
On Step 3. Establish field-level security:
Relevize Partner ID — Visible (and editable) for the internal profiles that should send deals: System Administrator, Standard User, your Sales / Marketing profiles, and any integration user. Leave community / partner portal profiles unchecked unless those users work Opportunities in your org.
Relevize Deal Id and Relevize Stage — Visible for the same profiles, but mark them Read-Only for everyone except System Administrator (and the user that will later authorize Relevize). That keeps reps from overwriting values Relevize writes back.
Click Next.
Step 5: Add the fields to page layouts
On Step 4. Add to page layouts, leave every Opportunity layout checked (Marketing, Sales, Support, and Opportunity Layout). Salesforce adds each field to the first two-column section.
Click Save & New after Partner ID and Deal Id; click Save after Stage.
Optional: in Page Layouts, create a section named Relevize and drag the three fields into it so reps see them together. Partner ID should stay editable; Deal Id and Stage can stay read-only on the layout as well.
Step 6: Confirm the API names
Back on Fields & Relationships, filter Quick Find to Relevize. You should see:
Relevize Deal Id — Relevize_Deal_Id__c — Text(255)
Relevize Partner ID — Relevize_Partner_ID__c — Text(255)
Relevize Stage — Relevize_Stage__c — Text(255)
Open each field and confirm the API Name matches. If the Field Name was typed differently, Relevize will not see the field.
How reps should use Partner ID
Leave Relevize Partner ID blank while the Opportunity is still internal.
When you are ready to send it to a partner, paste the Relevize partner ID from the list we provided and save.
Within about 15 minutes, Relevize Deal Id and Relevize Stage should populate. The partner will see the deal in Relevize.
Do not clear Partner ID to “unsend” a deal — once synced, the Relevize deal stays. Talk to us if you need to retract one.
What we still do together
After these fields exist, Relevize will:
Connect to your org with OAuth (Connected App + an integration user with access to Opportunity).
Send you the partner-ID CSV.
Map your Opportunity fields (Account Name, Amount, Close Date, Description, and primary contact) to the Deal Registration form.
If anything in this setup looks different in your org (record types, managed package Opportunity, or a custom object you use instead of Opportunity), pause and send us a screenshot before creating the fields.