Upgrade the Demandbase App Package in Salesforce

  • Updated

Context

You can upgrade the Demandbase app package directly from the Salesforce AppExchange.

For details about the current and previous app package versions, see Demandbase App Package Version History.

Prerequisites/Preparation

You must have Admin privileges within your Salesforce environment. 

Steps

  1. Go to the Demandbase app package listing in the Salesforce AppExchange.
    Tip: To see if you have the most recent version, click the More Details tab and check the version number. 
    Upgrade SFDC App Package.png
  2. Click Get It Now. There is no charge to upgrade the package. 
    Screenshot_2023-02-02_at_11.12.23_AM.png
  3. Log in to Salesforce with Trailblazer.me using a Salesforce admin user profile.  
    Picture1.jpg
  4. Select Install in Production.
    Important: If installing in a Sandbox, only connect a Salesforce Sandbox to a Demandbase Sandbox. Reach out to your Demandbase account team and ensure you have a Demandbase Sandbox environment.
    Screen_Shot_2022-07-11_at_2.28.26_PM.png
  5. Check the Terms and Conditions box, click Confirm and Install.Screen_Shot_2022-07-11_at_2.31.16_PM.jpg
  6. Select Install for All Users and click Upgrade. Engagio is the Publisher. 
    Important: Installing the app for Admins only will require the addition of component and class permissions for non-admins to view charts.
    Upgrade 1.png
  7. The "Upgrading and granting access to all Users..." message appears.
    Upgrade 3.png

  8. When you see the "Upgrade Complete!" message, click Done. The most recent Demandbase App is now available in your Salesforce.
    Upgrade 2.png

Demandbase App Package Version History

Refer to the following table for details about the current and previous versions of the app package.

Version Release Date Updates
1.34 February 2024

A custom tab can now be added for Demandbase Sales Intelligence.

1.33 July 2023

The following updates were made to the Demandbase iFrame:

  • In Salesforce Classic, the DemandbaseTabs_Contact tab can now be added to the Contact page layout.
  • In Salesforce Lightning, dynamic height adjustment is now available.
1.32 February 2023 An issue was resolved that prevented the DemandbaseTabs_Opp tab from loading correctly in the Demandbase iFrame.
1.3.1 July 2022

The following new fields are now available:

  • Customer Date
  • Pipeline Date
1.30 March 2022

The following new fields are now available:

  • High Intent Keywords
  • Competitive Intent Keywords

The previous versions of these fields were renamed:

  • High Intent Keywords - legacy
  • Competitive Intent Keywords - Legacy

Additional updates include:

  • Visualforce pages that are no longer used have been removed from the app package.
  • The character limit for the Demandbase Journey Stage field in Salesforce has been increased to 120 characters.
1.29 December 2021

New text fields for Top Web Traffic URLs and additional write-back fields are now available.

1.28 December 2021

New text fields for Top Web Traffic URLs and additional write-back fields are now available.

1.27 April 2021

The settings for the Sales Insights reports in the Salesforce dashboard have been updated.

1.26 March 2021

The settings for the Sales Insights reports in the Salesforce dashboard have been updated.

1.25 March 2021

The Sales Insights reports are now available in an out-of-the-box Salesforce dashboard.

1.24 February 2021

Several lead and contact fields have been deprecated.

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