The Demandbase team needs a couple of key items from you to complete preliminary set up steps on our end. Please provide us with the following items at the start of your onboarding activities.
- Your Salesforce.com (SFDC) organization ID
- Your Conversion insight recipients
SFDC Organization ID
Provide your SFDC Organization ID to your Demandbase project manager or onboarding consultant. Demandbase will use this information to complete the internal setup steps necessary for you to be able to successfully install the Demandbase Salesforce App.
Send your project manager or onboarding consultant a list of email addresses for the individuals on your team who should receive Conversion insights. The Demandbase team will use your list to set up weekly Conversion Insight emails. If you will be implementing the Demandbase Slack integration, we'll use the email addresses to set up Slack Alerts for your team too.