Account Ingestion Control for Salesforce

Context

Account Ingestion Control for Salesforce allows you to control the Salesforce accounts you want to sync into Demandbase. Using selectors, you can set up a rule to filter your Salesforce accounts and only see the accounts you care about. 

Benefits of Using Account Ingestion Control for Salesforce

Some benefits of filtering Salesforce accounts include: 

• Use selectors to create a dynamic filter and sync specific accounts from Salesforce. 
• Reduce the overall number of accounts being synced into Demandbase. 
• Remove duplicate accounts from Demandbase. 

Filtering Accounts

Account Ingestion Control for Salesforce makes it easier for you to control the type of accounts you see in Demandbase. 

Here are some examples of how you can filter your accounts:  

• Accounts by Type (Prospect, Partner, Customer, Competitor) 
• Accounts by Market (Enterprise, Mid-Market)
• Accounts by Industry (Retail, Finance, Software)
• Accounts by Region (APAC, EU, Americas) 
• Accounts by Headcount or Revenue Size
• Accounts by Account Name 
• Accounts by Owner

Important: 

• You can only filter by the Account object. All leads, contacts, activities, opportunities, and campaigns related to the accounts are also synced into Demandbase. 
• You can only create one filter rule. 
• Demandbase only writes back data to the Salesforce accounts and related leads/contacts that are synced into our platform. See Step 4: Add Demandbase Fields to Salesforce for the list of custom fields we write-back to. 

Prerequisites/Preparation

You must have Admin privileges in Demandbase and Salesforce. 

You must have access to your Salesforce credentials. See Step 1: Add Demandbase (ABX Cloud) App Package in Salesforce and Step 2: Obtain Salesforce Credentials for instructions. 

The accounts must be visible to the Demandbase-Salesforce integration user. 

Steps: Create a Filter for New Salesforce Integration 

1. In the left navigation bar, go to Settings > Integrated Systems > Integrations.
2. Click Create Data Source and click Salesforce.  
3. In the General Settings section, click Edit, toggle off Active, and click Save. 
4. In the OAuth Settings section, enter your Salesforce Credentials. See Step 3: Add Salesforce Integration in Demandbase One. 
5. In the Filtering Rules section, click Create Filtering Rules.
   
   
6. (Optional) If you want to see the latest fields from Salesforce, click Refresh Fields. 
7. Use selectors to create a rule and sync specific accounts from Salesforce. See Working with Selectors for more information on how to use selectors.
   Important:  For new integrations, you must manually enter in the field values. We recommend you copy and paste the field values from Salesforce into Demandbase. 
8. Click the refresh icon  in the top left to see how many accounts qualify for your criteria.
9. When you're finished creating the filter, click Save Filter.
10. In the confirmation pop-up window, click Yes, Create filter. 
11. In the General Settings section, click Edit, toggle on Active, and click Save.
    Important:  It can take up to 48 hours for the account ingestion filter to process. Once processed, you can only see the accounts and related objects that meet the ingestion filter criteria. 

Steps: Create a Filter for Existing Salesforce Integration

1. In the left navigation bar, go to Settings > Integrated Systems > Integrations.

2. Click on Salesforce. 
3. In the Filtering Rules section, click Create Filtering Rules.
4. (Optional) If you want to see the latest fields from Salesforce, click Refresh Fields. 
5. Use selectors to create a rule and sync specific accounts from Salesforce. See Working with Selectors for more information on how to use selectors. 
6. Click the refresh icon  in the top left to see how many accounts qualify for your criteria.
7. When you're finished creating the filter, click Save Filter.
8. In the confirmation pop-up window, click Yes, Create filter.
   Important: Once you save the filter, it can take up to 48 hours before Demandbase stops syncing data from the restricted accounts and related objects. After Demandbase stops syncing the data, it can take up to one week before you only see the accounts and related objects that meet the filter criteria.

Steps: Edit an Existing Filter 

1. In the left navigation bar, go to Settings > Integrated Systems > Integrations.

2. Click on Salesforce. 
3. In the Filtering Rules section, click Edit. 
4. (Optional) If you want to see the latest fields from Salesforce, click Refresh Fields. 
5. Use selectors to edit the rule and sync specific accounts from Salesforce. See Working with Selectors for more information on how to use selectors. 
6. Click the refresh icon in the top left to see how many accounts qualify for your criteria.
7. When you're finished editing the filter, click Save Filter.
8. In the confirmation pop-up window, click Yes, Update filters.
   Important: Once you save the filter, it can take up to 48 hours before Demandbase stops syncing data from the restricted accounts and related objects. After Demandbase stops syncing the data, it can take up to one week before you only see the accounts and related objects that meet the filter criteria.
   Tip: If you decide to add an account back in at a later time, you can see the account and all related objects and historical data again.  

Steps: Delete an Existing Filter 

1. In the left navigation bar, go to  Settings > Integrated Systems > Integrations.
2. Click on Salesforce.
3. In the Filtering Rules section, click Edit.
4. Delete all criteria and click Save Filter. 
5. In the confirmation pop-up window, click Yes, Update filters.
   Important: Once you delete the filter, it can take up to one week before you see all accounts, related objects, and historical data from Salesforce and Demandbase.