Demandbase connects to your Salesforce through a Connected App and a dedicated Salesforce user profile. You must obtain the Salesforce user credentials to authenticate in Demandbase.
Prerequisites
- You must have the required Salesforce permissions. See Best Practices: Salesforce Permissions.
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Install the latest Demandbase App Package. See Step 1: Add Demandbase App Package in Salesforce.
Steps
Create a Connected App in Salesforce
- Log in to Salesforce as an Admin user.
- At the top right of the page, click Setup (Salesforce Classic) or the Setup Icon (Salesforce Lightning)
- In Salesforce Classic:
- In Salesfore Lightning:
- In the Basic Information section:
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In API (Enable OAuth Settings) section:
- Check the Enable OAuth Settings checkbox.
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In Callback URL, enter in separate lines:
https://web.demandbase.com/admin/oauthcallback
https://authentication.demandbase.com/oauth2/v1/authorize/callback
Important: Do not separate the URLs using commas, semicolons, or other characters. -
In Selected OAuth Scopes, add the following scopes:
- 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're integrating Pardot, add Manage Pardot services (pardot_api).
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Uncheck the Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows checkbox.
- Click Save.
- In the New Connected App warning page, click Continue .
Verify Users Permitted to Oauth
- In Setup, quick find Connected Apps (Salesforce Classic) or Manage Connected Apps (Salesforce Lightning.)
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Next to Demandbase ABM, click Edit.
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In Permitted Users, select All users may self-authorize.
Important: If you select the Admin approves users pre-authorized option, each user must be manually added to this Connected App. - In Refresh Token Policy, select Refresh token is valid until revoked.
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Click Save.
Retrieve Consumer Key and Consumer Secret
- In Salesforce Classic:
- In Salesforce Lightning:
- In the API (Enable OAuth Settings) section, click Manage Consumer Details.
- Copy the Consumer Key and Consumer Secret for Step 3: Add the Salesforce Integration.