Manage Sales Intelligence Field Mapping to CRM

Context

Demandbase can sync data from Sales Intelligence to fields in your CRM. You can make sure the data is synced to the correct fields in your CRM by managing the field mapping. 

You can access field mapping settings through the Demandbase iFrame or tab in your CRM. 

To manage export settings, see Manage CRM Export Settings.

Prerequisites/Preparation

You must have admin privileges in Sales Intelligence.

Sales Intelligence must be integrated with your CRM.

You must log in to Sales Intelligence from the Demandbase iFrame or tab in your CRM.

Steps: Access Field Mapping from CRM iFrame

1. In your CRM, go to the Demandbase iFrame and log in to Sales Intelligence. 
2. Click the top right three lines > Account Admin. 
   
   
3. Go to Admin Settings > Map Fields.
   
   
4. Continue to Steps: Map Fields.

Steps: Access Field Mapping from CRM Tab

1. In your CRM, go to the Demandbase tab and log in to Sales Intelligence. 
2. From the left navigation bar, go to Settings > Admin Settings > Map Fields. 
   
   
3. Continue to Steps: Map Fields

Steps: Map Fields

1. Click the tab of the object you want to map to your CRM. 
2. Go to the desired Demandbase field. In the CRM Account Field column, click the drop down box. Search for and select the CRM field you want to map to. 
   
3. Click Save.