Step 3: Add Salesforce Integration in Demandbase One

With this step, you are integrating with Salesforce in Demandbase. You can integrate with Salesforce using the Access Token method. 

Important: 

• Salesforce does not support username-password authentication for External Client Apps. You must integrate using the Access Token method. See Salesforce's article Connected App to External Client App Migration.
• 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 or be assigned to a permission set with the required Demandbase settings access.
• 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.
• Know your Salesforce consumer key and secret from Step 2: Obtain Salesforce Credentials.

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 > Integrated Systems > Integrations.
4. Click New Integration and click Salesforce.
   
5. 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.
   • (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 https://mycompany.my.salesforce.com, the custom domain would be mycompany.
     • If integrating with Sandbox, enter your Salesforce Sandbox Custom Domain. For example, if your Salesforce Sandbox URL is https://dev1.sandbox.my.salesforce.com, the custom domain would be dev1.sandbox.
   • (Optional) To add a Pardot integration along with the Salesforce setup, enter the Pardot Business Unit ID. See Integrate Pardot (Marketing Cloud Account Engagement) and Demandbase.
6. Click Next.
   
7. In the Salesforce permission window, click Allow.
8. 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.
   
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 Submit.

(Optional) Step 5: Additional Salesforce Integration Settings

1. From the left navigation bar, go to Settings > Integrated Systems > Integrations.
2. Click Salesforce.
3. 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. 
   • 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).
4. 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.

Next Steps

See Step 4: Add Demandbase Fields to Salesforce.