Step 2: Obtain Salesforce Credentials

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

Prerequisites

• Important: As a best practice, we highly recommend that you create a dedicated Salesforce API user that Demandbase can use to synchronize with Salesforce via the Salesforce API. This practice will make it much easier to update, than if the dedicated Salesforce user is employee who leaves 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 in the upper right corner. 
3. For Salesforce Classic: 
   • In the left panel, quick find Apps.
   • Go to the Connected Apps section, click New. Connected Apps is at the bottom of the screen, you may need to scroll all the way down to see it.
   • Go to Step 5. 
     
     
     
4. For Salesfore Lightning:  
   • In the left panel, quick find App Manager.
   • Click the New Connected App button in the top right corner of the page.
   • Go to Step 5. 
     
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.
     
     
6. Check the Enable OAuth Settings checkbox. 
   
   
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 URLs using with 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)
     • If you are integrating Pardot, add Access Pardot services scope. 
       
8. Click Save.
9. Click Continue in the New Connected App warning page.
   
   

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. 
   
   
   
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.
     
     
4. Click Save.

Retrieve Consumer Key and Consumer Secret from Salesforce

1. In Setup, quick find Apps (Salesforce Classic) or Manage Connected Apps (Salesforce Lightning.)
2. In the Connected Apps section, click the word Demandbase ABM (not Edit or Manage.)
   
   
   
3. In the API (Enable OAuth Settings) section, click Manage Consumer Details. 
   
   
   
4. Look for the Consumer Key and Consumer Secret.
   

Outcome 

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

Next Step 

See Step 3: Add the Salesforce Integration.