In Demandbase, admins can upgrade a Salesforce Lite integration to a standard integration. Differences between the Lite and standard integrations include:
- Standard integration requires the Demandbase External Client App (from the Salesforce AppExchange).
- Standard integration reads and writes-back data to Salesforce.
- Standard integration requires a Salesforce Admin to set up the integration.
- All features that involve write-back, such as Demandbase Calculated Fields and Take Action, are supported.
As with the Lite Salesforce integration, the standard integration offers the optional Pardot integration. See Integrate Pardot and Demandbase.
Prerequisites to Upgrade from Salesforce Lite to Standard Salesforce Integration
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You must have Admin privileges for the same Salesforce tenant that was originally used for the Salesforce Lite integration.
Important: Do not integrate with a different Salesforce tenant. - You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
- Complete Step 1 and Step 2 from Demandbase and Salesforce Integration Overview to get your Salesforce OAuth information.
Upgrade from Salesforce Lite to Standard Salesforce Integration
- From the left navigation bar, go to
Settings > Integrated Systems > Integrations.
- Click Salesforce.
- Scroll down to OAuth Settings and click Edit.
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Select Salesforce.
- Enter the Consumer Key and Consumer Secret from Step 2: Obtain Salesforce Credentials.
- Click Re-Authenticate.
- Complete Steps 4-7 from Demandbase and Salesforce Integration Overview.
Outcome of Upgrading from Salesforce Lite to Standard Salesforce Integration
After successfully completing the steps, the standard integration is set up and data starts syncing as following:
- Data is processed after the initial sync and available in the database. See Understanding Demandbase Data Availability.
- You can check Data Sync status for data that is available with the standard integration.