To ensure the integration between Demandbase and Salesforce operates at its full potential, Demandbase recommends granting the integration sync user access to certain Salesforce objects. Providing the appropriate permissions ensures seamless data synchronization and enables the Demandbase–Salesforce integration to function as designed.
For information on Salesforce Fields, see Best Practices for Salesforce Field Permissions.
In addition to object-level access, the integration sync user also requires specific permissions to enable the Demandbase One for Sales Visualforce Chart (iFrame) in Salesforce.
See Salesforce's documentation for setting these permissions at Share Objects and Fields.
Prerequisites
The following permissions are required to set up the Salesforce integration:
- In Salesforce, you must be an Admin to install and configure the Demandbase AppExchange application for Salesforce.
- In Demandbase, you must have Admin privileges or be assigned to a permission set with the required Demandbase settings access to connect Demandbase and Salesforce.
Important: The Salesforce Integration and API Only System Integration profiles do not provide necessary permissions. We highly recommend creating a dedicated integration user and assigning a permission set that includes the API Enabled access. See Salesforce's article Create a Permission Set and Grant API Enabled Access.
Salesforce Object Permissions
Grant the integration sync user access to the following Salesforce Objects:
Tip: For full functionality, we recommend granting all permissions listed in the Recommended Permissions table. However, if you only need basic Demandbase functionality, you may choose to grant the permissions listed in the Bare Minimum Permissions table instead.
Recommended 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 |
Bare Minimum 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 |
Salesforce Visualforce Chart (iFrame) Permissions
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 user.
- Click Setup (Salesforce Classic) or the Setup Icon (Salesforce Lightning) at the top right of the page.
- From the left panel, go to Profiles and find the Demandbase integration user.
- Click Edit.
- Scroll down to Administrative Permissions section and select the View Setup and Configuration checkbox.
- Click Save.