Take Action: Manage Accounts in Salesforce Campaigns

Context

The following actions allow you to manage accounts in Salesforce Campaigns directly from Demandbase:

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

Important: Salesforce prevents actions from being taken on more than 100 accounts at a time. The limit only applies to the Take Action functionality. If you have the Orchestration solution, you can use Automations without this limitation.

Prerequisites/Preparation

Demandbase Salesforce Integration with active Salesforce Campaigns

Steps: Add Accounts to Salesforce Campaigns

1. Select accounts to add to a campaign and click Take Action.
2. In the right Take Action menu, click Add Account to Salesforce Campaign.
3. From the Campaign drop-down list, select the campaign to add the accounts to.
4. From the Member Status drop-down list, select the status to assign the accounts added to the campaign.
5. Click Confirm.

Steps: Remove Accounts from Salesforce Campaigns

1. Select accounts to remove from a campaign and click Take Action.
2. In the right Take Action menu, click Remove Account from Salesforce Campaign.
3. From the Campaign drop-down list, select the campaign to remove accounts from.
4. Click Confirm.

Steps: Change Status for Accounts in Salesforce Campaigns

1. Select accounts to change statuses for and click Take Action.
2. In the right Take Action menu, click Change Account Status in Salesforce Campaign.
3. From the Campaign drop-down list, select the campaign with the accounts’ statuses to change.
4. From the Member Status drop-down list, select the new status to assign the accounts.
5. Click Confirm.