How do I swap out an account owner when ownership changes?
Depending on how you’ve integrated your CMS data with Demandbase will determine how the account owner data is updated.
- Salesforce Sync Application – To update an account owner in Demandbase when using the Salesforce Sync Application, simply update the owner in specific account record Salesforce. The weekly sync process will automatically sync and update the account owner in Demandbase Conversion within a week. If you do not see this change occur then please open a support ticket.
- Manual Data Dump – To update an account owner in Demandbase via a manual data dump, please provide a new Accounts and Contacts report and open a ticket with the support team, provide the report URL and request that the new report is ingested.
Note: We please provide the email address of the new user as well.