Add Automation Actions to Manage Accounts in Salesforce Campaigns

Context

When you create an Automation, you can add the following actions to manage accounts in Salesforce campaigns:

• Add Account to Salesforce Campaign
• Remove Account from Salesforce Campaign
• Change Account Status in Salesforce Campaign

These actions allow you to automate managing accounts in Salesforce campaigns based on the Selector criteria you specify.

The actions you can add depend on the member type (Account or Person) selected for an Automation. See Automation Actions. 

Prerequisites/Preparation

You must have Admin privileges or be assigned to a permission set with the required access to use Orchestration. 

Demandbase Orchestration

Demandbase Salesforce Integration with active Salesforce campaigns

Steps: Add Accounts to Salesforce Campaigns

1. From the left navigation bar, go to  Orchestration > Automations.
2. Click Create New to create a new Automation or click the name of an existing Automation.
3. Click the Actions tab and click the plus icon.
   Tip: You can add multiple actions to an Automation. If an Automation already has an action added, click + Add Action to add another action.
   
4. In the Add Action window, select the CRM tab and click Add Account to Salesforce Campaign.
5. In the window that opens, enter the following:
   • Campaign: Select the campaign to add accounts to.
   • Member Status: Select the status to assign accounts added to the campaign.
     
6. Click Save.

Steps: Remove Accounts from Salesforce Campaigns

1. From the left navigation bar, go to  Orchestration > Automations.
2. Click Create New to create a new Automation or click the name of an existing Automation.
3. Click the Actions tab and click the plus icon.
   Tip: You can add multiple actions to an Automation. If an Automation already has an action added, click + Add Action to add another action.
   
4. In the Add Action window, select the CRM tab and click Remove Account from Salesforce Campaign.
5. In the window that opens, select the campaign to remove accounts from in the Campaign drop-down list.
   
6. Click Save.

Steps: Change Status for Accounts in Salesforce Campaigns

1. From the left navigation bar, go to  Orchestration > Automations.
2. Click Create New to create a new Automation or click the name of an existing Automation.
3. Click the Actions tab and click the plus icon.
   Tip: You can add multiple actions to an Automation. If an Automation already has an action added, click + Add Action to add another action.
   
4. In the Add Action window, select the CRM tab and click Change Account Status in Salesforce Campaign.
5. In the window that opens, enter the following:
   • Campaign: Select the campaign with the accounts’ statuses to change.
   • Member Status: Select the new status to assign the accounts.
     
6. Click Save.

Outcome

When the Automation runs, Demandbase identifies the accounts that meet the Selector criteria and adds them, removes them, or changes their status in the selected Salesforce campaign. 

Next Steps

Click the Scheduler tab to set up the schedule and frequency for the Automation to run.