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
- Select accounts to add to a campaign and click Take Action.
- In the right Take Action menu, click Add Account to Salesforce Campaign.
- From the Campaign drop-down list, select the campaign to add the accounts to.
- From the Member Status drop-down list, select the status to assign the accounts added to the campaign.
- Click Confirm.
Steps: Remove Accounts from Salesforce Campaigns
- Select accounts to remove from a campaign and click Take Action.
- In the right Take Action menu, click Remove Account from Salesforce Campaign.
- From the Campaign drop-down list, select the campaign to remove accounts from.
- Click Confirm.
Steps: Change Status for Accounts in Salesforce Campaigns
- Select accounts to change statuses for and click Take Action.
- In the right Take Action menu, click Change Account Status in Salesforce Campaign.
- From the Campaign drop-down list, select the campaign with the accounts’ statuses to change.
- From the Member Status drop-down list, select the new status to assign the accounts.
- Click Confirm.