In Salesforce, you must have System Admin privileges to install and configure the App Exchange application.
In Demandbase, you must have Admin user privileges to connect Demandbase and Salesforce.
For syncing Demandbase and Salesforce, see below for the Recommended and Bare Minimum Permissions within Salesforce. For setting these permissions within Salesforce, see documentation starting on this page: Share Objects and Fields.
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 makes it much easier to update, than if the dedicated Salesforce user is an employee who leaves or changes roles. See the Salesforce instructions for how to Create a Secure Salesforce API User.
Once you have the correct permissions, you will need to get a Consumer Key and Consumer Secret to log in (authentication). See: Step 2: Obtain Salesforce Credentials.
Recommended Permissions
Read Access:
- Accounts
- Campaigns and Campaign Members
- Contacts
- Leads
- Activities (Events and Tasks)
- Users - To show lead owner information (owner name on account or lead).
- Queues - Same as users, leads can be assigned to queues too.
- Opportunities - We use Opportunities for two different reasons:
-
- Used to create our Program Impact Report (we tie campaign membership to sales cycle results such as the # of accounts that reached success in the campaign).
- We allow you to group or filter by Open Opportunity Status (for example, show me every open opportunity).
- Reports - System Permission to Run Reports, as well as "View Reports in Public Folders".
- Quick Note on Roles / Hierarchy: You need to ensure our integration user can see the Accounts, Contacts, Leads, Opportunities, etc. that encompass the records you will use Demandbase with.
Write/Edit Access:
- Accounts
- Contacts
- Leads
- Tasks (for Activity Logging)
User Settings:
The user needs to have the Marketing User checkbox checked in order to use the Salesforce Actions for Campaign Members.
Bare Minimum Permissions
Read Access:
- Accounts
- Campaigns and Campaign Members
- Contacts
- Leads
Write/Edit Access:
- Accounts
- Contacts
- Leads