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Step 2: Obtain Salesforce Credentials

  • Updated

Context

Demandbase connects to your Salesforce through a Connected App and a dedicated Salesforce user profile. 

Prerequisites

  • Important: As a best practice, we highly recommend that you create a dedicated Salesforce API user profile that Demandbase can use to synchronize with Salesforce via the Salesforce API. This practice makes it much easier to manage authentication credentials in the event that the dedicated Salesforce user leaves the company or changes roles. See the Salesforce instructions for how to Create a Secure Salesforce API User.
  • You must have Admin privileges within your Salesforce Environment.
  • Make sure you have the required Salesforce permissions. See Best Practices: Salesforce Permissions.
  • Install our latest AppExchange Package: Salesforce AppExchange: Demandbase (ABX Cloud) Package.
    Important: Even if you already had the Demandbase package installed, you'll need the latest version to access all of the components. When you log in to Salesforce and check out the AppExchange listing, it will tell you what version you have and what the latest version is.

Steps

Create a Connected App in Salesforce

  1. Log in to Salesforce as an Admin user.
  2. Click on Setup (Salesforce Classic) or the Setup Icon (Salesforce Lightning) at the top right of the page.  
  3. For Salesforce Classic: 
    • In the left panel, go to Build > Create > Apps. 
    • Scroll down to the Connected Apps section, click New
      Screen_Shot_2022-07-11_at_4.37.31_PM.png

    • Go to step 5. 
  4. For Salesfore Lightning:  
    • In the left panel, go to Apps > App Manager.
    • Click the New Connected App button at the top right of the page. 
      Screen_Shot_2022-07-12_at_6.17.18_PM.png
  5. In the Basic Information section:
    • Enter Demandbase ABM as the Connected App Name.
    • Keep the default API Name, Demandbase_ABM.
    • Enter support@demandbase.com as the Contact Email.
      Screen_Shot_2022-07-11_at_4.41.42_PM.png
  6. Check the Enable OAuth Settings checkbox. 
    Screen_Shot_2022-07-22_at_2.44.56_PM.png
  7. In the API (Enable OAuth Settings) section:
    • In separate lines, enter https://web.demandbase.com/admin/oauthcallback and https://authentication.demandbase.com/oauth2/v1/authorize/callback in the Callback URL. Do not separate the URLs using commas, semicolons, or other characters.
    • Add the following OAuth scopes:
      • If your SFDC Release version is prior to Winter '22 Patch 6.0 release,
        • Access and manage your data (api)
        • Access your basic information
        • Allow access to your unique identifiers (openid)
        • Perform requests on your behalf at any time (refresh_token, offline_access)
      • If your SFDC Release version is after Winter '22 Patch 6.0 release,
        • Access the identity URL service (id, profile, email, address,
          phone)
        • Access unique user identifiers (openid)
        • Manage user data via APIs (api)
        • Perform requests at any time (refresh_token, offline_access)
      • (Optional) If you are integrating Pardot, add Access Pardot services scope. 
        Screen_Shot_2022-07-12_at_6.21.59_PM.png
  8. Click Save.
  9. Click Continue in the New Connected App warning page.
    Screen_Shot_2022-07-11_at_4.51.13_PM.png

Verify users permitted to OAuth

  1. In Setup, quick find Connected Apps (Salesforce Classic) or Manage Connected Apps (Salesforce Lightning.)
  2. Click the Edit link next to Demandbase ABM. 
    Screen_Shot_2022-07-11_at_4.59.44_PM.png

  3. Under the OAuth Policies section, make sure that the Permitted Users drop-down has the option All users may self-authorize selected. The app should be usable to all applicable users. 
    • Important: If you select the Admin approves users pre-authorized option, each User Profile that needs access will need to be explicitly added to this Connected App.
      Screen_Shot_2022-07-11_at_5.00.37_PM.png
  4. Click Save.

Retrieve Consumer Key and Consumer Secret from Salesforce

  1. For Salesforce Classic:
    • In Setup, go to Build > Create > Apps. Click the word Demandbase ABM (not Edit or Manage.) 
      Screen_Shot_2022-07-11_at_5.07.00_PM.png

  2. For Salesforce Lightning:
    • In Setup, go to Apps > App Manager. Look for Demandbase ABM. 
    • Scroll to the right and click on the arrow > View.Screen_Shot_2022-08-29_at_4.18.08_PM.png
  3. In the API (Enable OAuth Settings) section, click Manage Consumer Details
    Screen_Shot_2022-07-11_at_5.08.28_PM.png

  4. Copy the Consumer Key and Consumer Secret.
    Screen_Shot_2022-07-11_at_5.11.26_PM.png

Outcome 

Copy your Consumer Key and Consumer Secret for the next step.

Next Step 

See Step 3: Add the Salesforce Integration.

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