With this step, you are integrating with Salesforce in Demandbase.
You can connect with Salesforce using one of the following options. The preferred authentication method is to use the Access Token method (log in to Demandbase through the Salesforce login screen.)
- Authenticate with Salesforce using an Access Token
- Authenticate with Salesforce using Username and Password
Important: You can also add a Pardot (also referred to as Marketing Cloud Account Engagement) integration when integrating with Salesforce. See Integrate Pardot (Marketing Cloud Account Engagement) and Demandbase.
Prerequisites
- You must have Admin privileges within your Salesforce and Demandbase environments.
- Integration user must have at least the bare minimum permissions in Salesforce.
- Install the latest Demandbase App Package. See Step 1: Add Demandbase App Package in Salesforce.
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Know your Salesforce credentials from Step 2: Obtain Salesforce Credentials:
- To authenticate using an Access Token, you must have the Salesforce consumer key and secret.
- To authenticate using a Password, you must have the Salesforce consumer key and secret, login credentials, and email account connected to the Salesforce integration user account.
Step 1: Authenticate (Access Token Method)
- Completely log out of Salesforce from every window and tab.
- Log in to Demandbase One for Marketing (https://web.demandbase.com.)
- In the left navigation bar, go to
Settings > Integrated Systems > Integrations.
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Click Create Data Source.
- Click Salesforce.
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Go to Step 1: Authenticate tab and enter the following:
- In OAuth type, select Access Token.
- Enter the Salesforce Consumer Key and Consumer Secret you obtained from Step 2: Obtain Salesforce Credentials.
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(Optional) 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.
Tip:- 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
- (Optional) To add a Pardot integration, enter the Pardot Business Unit ID.
- Click Next.
- Complete the steps in Step 2: Permissions (Confirm Salesforce Permissions).
Step 1: Authenticate (Username and Password Method)
Get Salesforce Credentials for the Integration User
- Retrieve the Salesforce Consumer Key and Consumer Secret you obtained from Step 2: Obtain Salesforce Credentials.
- Retrieve the Username and Password for the Salesforce integration user.
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Retrieve the Security Token for the Salesforce integration user.
- Log in to Salesforce as the Salesforce integration user.
- In Salesforce Classic, click the top right User Name, and go to My Settings > Personal > Reset My Security Token.
- In Salesforce Lightning, click the top right User Profile Picture, and go to Settings > My Personal Information > Reset My Security Token.
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Click Reset Security Token.
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Get the Security Token from the email account connected to the Salesforce account.
Add the Salesforce Integration in Demandbase
- Completely log out of Salesforce from every window and tab.
- Log in to Demandbase One for Marketing (https://web.demandbase.com.)
- In the left navigation bar, go to
Settings > Integrated Systems > Integrations.
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Click Create Data Source.
- Click Salesforce.
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Go to Step 1: Authenticate tab and enter the following:
- In OAuth type, select Password.
- Enter the Salesforce Consumer Key and Consumer Secret you obtained from Step 2: Obtain Salesforce Credentials.
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(Optional) 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.
Tip:- 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
- Enter the Username, Password, and Security Token.
- (Optional) To add a Pardot integration, enter the Pardot Business Unit ID.
- Click Next.
- Complete the steps in Step 2: Permissions (Confirm Salesforce Permissions).
Step 2: Permissions (Confirm Salesforce Permissions)
- Go to Step 2: Permissions tab.
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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: Salesforce Permissions. - Click Next.
- Complete the steps in Step 3: Field Selection (Select Salesforce Fields).
Step 3: Field Selection (Select Salesforce Fields)
- Go to Step 3: Field Selection tab.
- (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.
- Click Next.
- Complete the steps in Step 4: Account Filters (Select Salesforce Accounts).
Step 4: Account Filters (Select Salesforce Accounts)
- Go to Step 4: Account Filters tab.
- (Optional) Use selectors to filter specific Accounts from syncing with Demandbase. See Account Ingestion Control for Salesforce.
- Click Submit.
(Optional) Step 5: Additional Salesforce Integration Settings
- In the left navigation bar, go to
Settings > Integrated Systems > Integrations.
- Click Salesforce.
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Go to the desired section and click Edit. You can edit the following settings:
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General Settings:
- To enable or disable the integration, toggle or untoggle the Active button.
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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.
Tip:- 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.
- OAuth Settings: You can update integration user credentials. See Step 1: Authenticate (Access Token Method) or Step 1: Authenticate (Username and Password Method).
- Filtering Rules: Filter accounts syncing with Demandbase. See Step 4: Account Filters (Select Salesforce Accounts)
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General Settings:
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Click Save.
Outcome
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.