To ensure data synchronization between Demandbase and Salesforce, the integration sync user must have access to the required Salesforce objects and permissions.
The required permissions depend on whether you use Demandbase One for Marketing or Demandbase One for Sales. Additional permissions are required to enable the Demandbase One for Sales iFrame in Salesforce.
For Salesforce field-level permissions, see Best Practices for Salesforce Field Permissions.
For information about configuring object and field permissions, see Salesforce's article Share Objects and Fields.
Prerequisites to Configure Salesforce Integration
Before configuring permissions, ensure that you meet the following requirements:
- Salesforce: You must be an Admin to install and configure the Demandbase AppExchange application for Salesforce.
- Demandbase: You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access to integrate Demandbase with Salesforce.
Important: The Salesforce Integration and API Only System Integration profiles do not provide all the required permissions. We recommend creating a dedicated integration sync user and assigning a permission set with API Enabled access. See Salesforce's article Create a Permission Set and Grant API Enabled Access.
Configure Salesforce Object Permissions
Grant the integration sync user access to the Salesforce objects required for your Demandbase products.
Tip: For full integration functionality, we recommend granting the permissions in the Recommended Salesforce Object Permissions table. For basic functionality, you can grant the permissions in the Minimum Salesforce Object Permissions table instead.
Recommended Salesforce Object Permissions
| Salesforce Object | Demandbase One for Marketing | Demandbase One for Sales |
| Accounts | Read, Write, Edit | Read, Write, Edit |
| Activities (Events and Tasks) | Read, Write | NA |
| Campaigns and Campaign Members |
Read, Write, Edit Important: If using Orchestration, check the Marketing User checkbox. |
NA |
| Contacts | Read, Write, Edit | Read, Write, Edit |
| Leads | Read, Write, Edit | Read, Write, Edit |
| Opportunities | Read | NA |
| Queues | Read | NA |
|
Reports
|
Read | NA |
| Users | Read | NA |
Minimum Salesforce Object Permissions
| Salesforce Object | Demandbase One for Marketing | Demandbase One for Sales |
| Accounts | Read, Write | Read |
| Campaigns and Campaign Members | Read | NA |
| Contacts | Read, Write | Read |
| Leads | Read, Write | Read |
Configure Salesforce Permissions for the Demandbase One for Sales iFrame
The integration user must have the correct permission to enable the Demandbase One for Sales iFrame.
See Understanding the Demandbase One for Sales iFrame in Salesforce.
- Log in to Salesforce as an Admin.
- Click top right Setup and quick find Profiles
- Go to the Demandbase integration user and click Edit.
- Scroll down to Administrative Permissions section and select the View Setup and Configuration checkbox.
- Click Save.