Step 2: Obtain Salesforce Credentials

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.
• Install the latest Demandbase App Package. See Step 1: Add Demandbase App Package in Salesforce.
  

Steps

Create a Connected App in Salesforce

1. Log in to Salesforce as an Admin user.
2. At the top right of the page, click Setup (Salesforce Classic) or the Setup Icon (Salesforce Lightning) 
3. In Salesforce Classic:
   1. In the left panel, go to Build > Create > Apps.
   2. Scroll down to the Connected Apps section, click New.
4. In Salesfore Lightning:
   1. In the left panel, go to Apps > App Manager.
   2. At the top right of the page, click New Connected App.
      
   3. Click Create a Connected App.
      
5. In the Basic Information section:
   1. In Connected App Name, enter Demandbase ABM.
   2. In API Name, enter Demandbase_ABM.
   3. In Contact Email, enter support@demandbase.com.
      
6. In API (Enable OAuth Settings) section:
   1. Check the Enable OAuth Settings checkbox.
   2. 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.
   3. 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).
   4. Uncheck the Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows checkbox.
      
7. Click Save.
8. In the New Connected App warning page, click Continue .
   

Verify Users Permitted to Oauth 

1. In Setup, quick find Connected Apps (Salesforce Classic) or Manage Connected Apps (Salesforce Lightning.)
2. Next to Demandbase ABM, click Edit. 
   
3. 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.
4. In Refresh Token Policy, select Refresh token is valid until revoked.
5. Click Save.
   

Retrieve Consumer Key and Consumer Secret

1. In Salesforce Classic:
   1. In Setup, go to Build > Create > Apps.
   2. Go to Connected Apps and click the word Demandbase ABM (not Edit or Manage). 
      
      
2. In Salesforce Lightning:
   1. In Setup, go to Apps > App Manager.
   2. Go to Demandbase ABM and click the right arrow > View.
      
3. In the API (Enable OAuth Settings) section, click Manage Consumer Details. 
   
   
4. Copy the Consumer Key and Consumer Secret for Step 3: Add the Salesforce Integration.
   
   

Next Step 

See Step 3: Add the Salesforce Integration.