Step 3: Add Salesforce Integration in Demandbase For Marketing

  • Updated

With this step, you are integrating with Salesforce in Demandbase One for Marketing using the Access Token method. 

Important: 

Prerequisites to Add Salesforce Integration in Demandbase For Marketing

Step 1: Authenticate

  1. Completely log out of Salesforce from every window and tab. 
  2. Log in to Demandbase One for Marketing (https://web.demandbase.com.) 
  3. From the left navigation bar, go to Settings_N.png Settings > Integrated Systems > Integrations.
  4. Click New Integration and click Salesforce.
    Create New SFDC Integration.png
  5. Go to Step 1: Authenticate tab.
  6. Select Salesforce.
    Tip: To set up a Salesforce Lite integration, see Set Up Salesforce Lite with Optional Pardot (Marketing Cloud Account Engagement) Integration.
  7. Enter the following:
    • OAuth Type: Select Access Token.
    • Consumer Key: Enter the Salesforce Consumer Key obtained in Step 2: Obtain Salesforce Credentials.
    • Consumer Secret: Enter the Salesforce Consumer Secret obtained in Step 2: Obtain Salesforce Credentials.
    • (Optional) Custom Domain: If your Salesforce tenant uses a custom domain, click Edit, enter the domain, and click Save. See Salesforce's article Enhanced Domains. 
      Tip:
      • For a Salesforce URL such as mycompany.my.salesforce.com, enter mycompany.
      • For a Salesforce Sandbox URL such as dev1.sandbox.my.salesforce.com, enter dev1.sandbox.
    • (Optional) Pardot Business Unit ID: To configure Pardot (Marketing Cloud Account Engagement) with Salesforce, enter your Pardot Business Unit ID. See Integrate Pardot (Marketing Cloud Account Engagement) and Demandbase.
    • Proof key for code exchange (PKCE): Toggle on if PKCE is enabled in your Salesforce External Client App (ECA). Otherwise, leave it disabled. The PKCE settings in Demandbase and Salesforce must match to prevent authentication failures. See Salesforce's article Enabling PKCE for OAuth for Salesforce External Client and Connected Apps.
      Important: Once PKCE is enabled in a Salesforce ECA, it cannot be disabled for that app. To disable PKCE, you must create a new ECA.
    • Active: Toggle on to activate the Salesforce integration.
  8. Click Next.
    SFDC Step 1.jpg
  9. In the Salesforce permission window, click Allow.
  10. Complete the steps in Step 2: Permissions (Confirm Salesforce Permissions).

Step 2: Permissions (Confirm Salesforce Permissions)

  1. Go to Step 2: Permissions tab.
  2. Click the Refresh button.
    Important: After successful authentication, Demandbase starts verifying permissions for required and optional Salesforce Objects. If permission for a required object cannot be verified, check the permissions of the corresponding Salesforce instance. For more information on permissions, see Best Practices for Salesforce Object Permissions.
  3. Click Next.
    SFDC Step 2.png
  4. Complete the steps in Step 3: Field Selection (Select Salesforce Fields).

Step 3: Field Selection (Select Salesforce Fields)

  1. Go to Step 3: Field Selection tab.
  2. (Optional) Go to the Account Fields, Contact Fields, Lead Fields, and Opportunity Fields tab and select the Salesforce fields you want to sync with Demandbase. See Field Ingestion Control for Salesforce.
  3. Click Next.
  4. Complete the steps in Step 4: Account Filters (Select Salesforce Accounts).

Step 4: Account Filters (Select Salesforce Accounts)

  1. Go to Step 4: Account Filters tab.
  2. (Optional) Use selectors to filter specific Accounts from syncing with Demandbase. See Account Ingestion Control for Salesforce.
  3. Click Next.
  4. Complete the steps in Step 5: Field Mapping (Map Salesforce Fields).

Step 5: Field Mappings (Map Salesforce Fields)

  1. Go to Step 5: Field Mappings tab.
  2. (Optional) Map Demandbase fields to Salesforce fields. See Manage Demandbase One for Marketing Field Mapping to Salesforce.
  3. Click Submit.

(Optional) Manage Additional Salesforce Integration Settings

  1. From the left navigation bar, go to Settings_N.png Settings > Integrated Systems > Integrations.
  2. Click Salesforce.
  3. Go to Settings tab.
  4. Go to the desired section and click Edit. You can edit the following settings:
    • General Settings: 
      • To enable or disable the integration, toggle or untoggle the Active button.
      • If your Salesforce has a custom domain, click Edit and in the Custom Domain box, enter your Salesforce custom domain, and click Save. See the Salesforce article Enhanced Domains. 
        Tips: 
        • For example, if your Salesforce URL is demandbase.my.salesforce.com, enter demandbase.
        • If integrating with Sandbox, enter your Salesforce Sandbox Custom Domain. For example, if your Salesforce Sandbox URL is demandbase--demandbasetest.sandbox.my.salesforce.com, enter demandbase--demandbasetest
      • To disable syncing currency specific data, click Edit, toggle off Sync Currency Fields, and click Save. The option is enabled by default and syncs currency data to support Analytics and Opportunities driven features.
      • To export records from Demandbase One for Sales using the integration-user profile, toggle on Enable DB1S Export and Sync. See Configure Individual User Salesforce Integration.
    • OAuth Settings: You can update integration user credentials. See Step 1: Authenticate.
    • Filtering Rules: Filter accounts syncing with Demandbase. See Step 4: Account Filters (Select Salesforce Accounts).
  5. Click Save.

Next Steps after Adding Salesforce Integration in Demandbase For Marketing

After successfully completing these steps, the Salesforce integration is set up and data starts syncing into Demandbase. Data is available according to the schedules described in Understanding Demandbase Data Availability.

Follow the instructions in Step 4: Add Demandbase Fields to Salesforce.

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