Take Action: Manage Accounts in Salesforce Campaigns

The Salesforce Campaign actions allow you to take the following actions in Salesforce campaigns:

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

Important: Take Action functionality is limited to a maximum of 100 records at a time. This limit doesn't apply when using Automations within the Orchestration solution. 

Prerequisites

• You must have Admin privileges or be assigned to a permission set that provides access to Take Action.
• Demandbase must be integrated with Salesforce.
• You must have active Salesforce Campaigns.

Add Accounts to Salesforce Campaigns

1. In Demandbase One for Marketing, select one or more accounts (for example, from Analytics > Accounts or Database > Accounts > Account Lists > {Account List} > {Account Name}).
2. Click Take Action.
3. In the right Take Action menu, select the CRM tab, and click Add Account to Salesforce Campaign.
4. Complete the following drop-downs: 
   • Campaign: Campaign to add accounts to.
   • Member Status: Status to assign accounts added to the campaign.
5. Click Confirm.

Remove Accounts from Salesforce Campaigns

1. In Demandbase One for Marketing, select one or more accounts (for example, from Analytics > Accounts or Database > Accounts > Account Lists > {Account List} > {Account Name}).
2. Click Take Action.
3. In the right Take Action menu, select the CRM tab, and click Remove Account from Salesforce Campaign.
4. In the Campaign drop-down, select the campaign to remove accounts from.
5. Click Confirm.

Change Status for Accounts in Salesforce Campaigns

1. In Demandbase One for Marketing, select one or more accounts (for example, from Analytics > Accounts or Database > Accounts > Account Lists > {Account List} > {Account Name}).
2. Click Take Action.
3. In the right Take Action menu, select the CRM tab, and click Change Account Status in Salesforce Campaign.
4. Complete the following drop-downs:
   • Campaign: Select the campaign with the accounts’ statuses to change.
   • Member Status: Select the new status to assign the accounts.
5. Click Confirm.