Step 3: Add the Salesforce Integration to Demandbase One

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Context

With this step, you are connecting Salesforce and Demandbase. There is also an optional step to include Pardot. See Integrate Pardot and Demandbase for more information.

Important: 

  • Demandbase supports the new Salesforce SSO for Pardot User authentication described in this Salesforce article: Pardot User Migration FAQ, and this Salesforce blog: Setting Up Salesforce OAuth for Pardot API Authentication. To set-up your Pardot environment with Salesforce SSO, follow the instructions in these documents. This must be completed before the new authentication for Pardot can work with your environment as well as the Demandbase environment. This includes setting up the Pardot API Scope.
  • Salesforce ended support for standalone Pardot authentication on July 15, 2021. Demandbase customers using the standalone Pardot authentication are encouraged to contact their Customer Service Representative to move to Salesforce SSO Pardot authentication.

We support two ways to connect with Salesforce:

Prerequisites/Preparation

Install our AppExchange Package.

Obtain Your Salesforce Credentials.

Meet at least the bare minimum permissions at Salesforce Permissions and ensure you have the consumer key and secret for the Access token and password.

Steps: Connect using an Access Token

  1. Completely log out of Salesforce, ensuring every window/tab is fully logged out. This is important.
  2. From the left navigation bar, go to Settings_N.png Settings > Demandbase-Wide Settings > Integrations.
  3. Click Create Data Source and select Salesforce under CRM.
  4. Select Access Token for the OAuth Type. Enter the Consumer Key and Secret you obtained from following Step 2: Obtain Salesforce Credentials article.
    Salesforce_Data_Source_Token_N.png
  5. To add a Salesforce Pardot integration along with Salesforce setup, enter the Pardot Business Unit ID
  6. If applicable, enter your Salesforce Custom Domain. Enter demandbase if your Salesforce URL is demandbase.my.salesforce.com
  7. Click Save.
    In the Salesforce sign in window, login to the Salesforce instance you want Demandbase to connect to.
  8. 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: Salesforce Permissions.
    Salesforce_Data_Source_Verifying.png
  9. Click Create after Demandbase verifies all required permissions.
    Salesforce_Data_Source_Verified.png

Steps: Connect with a Password

  1. Retrieve the Username and Password of the Salesforce Integration User.
  2. Retrieve the Security Token for the Integration User:
    a. Log in to Salesforce as the user you want Demandbase to connect Salesforce with, your Sync User.

    b. Click the drop-down in the upper right next to the username and select Setup or My Settings.
    c. Go to Personal Setup > My Personal Information > Reset My Security Token.
    d. Click Reset Security Token.
    e. Check your email for the Security Token.

  3. From the left navigation bar, go to Settings_N.png Settings > Demandbase-Wide Settings > Integrations.
  4. Click Create Data Source and select Salesforce under CRM.
  5. Select Password for the OAuth Type.
    Salesforce_Data_Source_Password_N.png
  6. To add a Salesforce Pardot integration along with Salesforce setup, include the Pardot Business Unit ID. 
  7. Click Save.
  8. After successful authentication, Demandbase starts to verify  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: Salesforce Permissions.
    Salesforce_Data_Source_Verifying.png
  9. Click Create after Demandbase verifies all required permissions.
    Salesforce_Data_Source_Verified.png

Outcome

After successfully completing these steps, the Salesforce integration is set up and data starts syncing. 

Data Sync Settings and status are available.

Salesforce features, such as viewing Salesforce data in the Database and Creating Lists with Salesforce Reports or Views are available. 

See:

Next Steps

Add Demandbase Fields to Salesforce.

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