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 App Package in Salesforce and Step 2: Obtain Salesforce Credentials. 

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

Steps: Create an Account Ingestion Filter for New Salesforce Integration 

1. See Step 3: Add Salesforce Integration in Demandbase One and complete Step 1, Step 2, and Step 3.
2. In the Salesforce Setup Wizard, go to Step 4: Account Filters tab.
3. Click Refresh Fields. 
4. Use selectors to create a rule and sync specific accounts from Salesforce. See Working with Selectors for more information on how to use selectors.
5. (Optional) Click the refresh icon in the top left to see how many accounts qualify for your criteria.
6. When you're finished creating the filter, click Submit.
   
   

Steps: Create an Account Ingestion Filter for Existing Salesforce Integration

1. In the left navigation bar, go to Settings > Integrated Systems > Integrations.
2. Click Salesforce.
3. In the Filtering Rules section, click Create Filtering Rules.
4. 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. (Optional) 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 Proceed.
   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: Edit an Existing Account Ingestion Filter

1. In the left navigation bar, go to Settings > Integrated Systems > Integrations.
2. Click Salesforce.
3. In the Filtering Rules section, click Edit.
4. 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. (Optional) 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 Proceed.
   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. If you decide to add an account back in at a later time, you can see the account, all related objects, and historical data.

Steps: Delete an Existing Account Ingestion Filter

1. In the left navigation bar, go to  Settings > Integrated Systems > Integrations.
2. Click 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 accounts, related objects, and historical data from Salesforce and Demandbase.