Step 3: Add Salesforce Integration in Demandbase One

Context

With this step, you are integrating with Salesforce in Demandbase. 

We support two ways to connect with Salesforce:

• Connect using an Access Token
• Connect using a Password

When adding Salesforce as an integration, the preferred authentication method is to use the Access Token method (log in to Demandbase through the Salesforce login screen.) 

Important: 

• You can use the Account Ingestion Control for Salesforce feature to filter the accounts you sync from Salesforce. See Account Ingestion Control for Salesforce for more information. 
• You can also add a Pardot integration when integrating with Salesforce. See Integrate Pardot and Demandbase for more information.
  
  
  

Prerequisites

• You must have Admin privileges within your Salesforce and Demandbase environments. 
• Meet at least the bare minimum permissions at Salesforce Permissions.
• Install our latest AppExchange Package: Salesforce AppExchange: Demandbase (ABX Cloud) Package.
  Important: Even if you already had the Demandbase package installed, you'll need the latest version to access all of the components. When you log in to Salesforce and check out the AppExchange listing, it will tell you what version you have and what the latest version is.
• Obtain Your 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 access to the Salesforce consumer key and secret, login credentials, and the email account connected to the Salesforce integration user account. 

Steps: Connect using an Access Token

1. Important: Completely log out of Salesforce, ensuring every window/tab is fully logged out. 
2. Log in to Demandbase ABX (https://web.demandbase.com.) 
3. In the left navigation bar, go to  Settings > Demandbase-Wide Settings > Integrations.
4. Click Create Data Source and select Salesforce under CRM.
5. (Optional) If you’re using the Account Ingestion Control for Salesforce feature, in the General Settings section, click Edit, toggle off Active, and click Save. See Account Ingestion Control for Salesforce for more information. 
6. (Optional) If your Salesforce has a custom domain, in the General Settings section, click Edit, enter your Salesforce custom domain in the Custom Domain box, and click Save. See the Salesforce article Enhanced Domains for more information. 
   • For example, enter demandbase if your Salesforce URL is demandbase.my.salesforce.com. 
   • When integrating with Sandbox, enter your Salesforce Sandbox Custom Domain. For example, enter demandbase--demandbasetest if your Salesforce Sandbox URL is demandbase--demandbasetest.sandbox.my.salesforce.com. 
7. (Optional) To disable syncing currency specific data, in the General Settings section, 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.
8. In the OAuth Settings section, select Access Token for the OAuth Type. Enter the Salesforce Consumer Key and Consumer Secret you obtained from Step 2: Obtain Salesforce Credentials article. We recommend you have a dedicated Salesforce integration user for Demandbase
9. (Optional) To add a Pardot integration, enter the Pardot Business Unit ID. 
10. Click Authenticate.
11. In the Salesforce sign in window, log in using the Salesforce integration user credentials. 
12. 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.
13. Click Create after Demandbase verifies all required permissions.
    
    
14. (Optional) If you’re using the Account Ingestion Control for Salesforce feature, in the General Settings section, click Edit, toggle on Active, and click Save.

Steps: Connect using a Password

Get Salesforce Credentials for the Integration User 

1. Retrieve the Salesforce Consumer Key and Consumer Secret you obtained from previous Step 2: Obtain Salesforce Credentials article. We recommend you have a dedicated Salesforce Integration User for Demandbase. 
2. Retrieve the Username and Password for the Salesforce Integration User. 

3. Retrieve the Security Token for the Salesforce Integration User.

   • Log in Salesforce as the Salesforce Integration User.

   • Click on the User Name (Salesforce Classic) or User Profile Picture (Salesforce Lightning) in the upper right corner. Go to My Settings > Personal > Reset My Security Token.

   • Click Reset Security Token.
     
     

4. Get the Security Token from the email account connected to the Salesforce account. 

Add the Salesforce Integration in Demandbase

1. Important: Completely log out of Salesforce, ensuring every window/tab is fully logged out. 
2. Log in to Demandbase ABX (https://web.demandbase.com.) 
3. In the left navigation bar, go to  Settings > Demandbase-Wide Settings > Integrations.
4. Click Create Data Source and select Salesforce under CRM.
   
5. (Optional) If you’re using the Account Ingestion Control for Salesforce feature, in the General Settings section, click Edit, toggle off Active, and click Save. See Account Ingestion Control for Salesforce for more information. 
6. (Optional) If your Salesforce has a custom domain, in the General Settings section, click Edit, enter your Salesforce custom domain in the Custom Domain box, and click Save. See the Salesforce article Enhanced Domains for more information. 
   • For example, enter demandbase if your Salesforce URL is demandbase.my.salesforce.com. 
   • When integrating with Sandbox, enter your Salesforce Sandbox Custom Domain. For example, enter demandbase--demandbasetest if your Salesforce Sandbox URL is demandbase--demandbasetest.sandbox.my.salesforce.com. 
7. (Optional) To disable syncing currency specific data, in the General Settings section, 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.
8. Select Password for the OAuth Type. Enter the Salesforce consumer key, consumer secret, username, password, and security token. 
   
9. (Optional) To add a Salesforce Pardot integration, include the Pardot Business Unit ID. 
10. Click Authenticate.
11. 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.
    
12. Click Create after Demandbase verifies all required permissions.
    
13. (Optional) If you’re using the Account Ingestion Control for Salesforce feature, in the General Settings section, click Edit, toggle on Active, and click Save.
    

Outcome

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

• 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.
  • Understanding Fields > Field Sources
  • Create and Access Account Lists > Create an Account List from a Salesforce Report or Salesforce View

Next Steps

See Step 4: Add Demandbase Fields to Salesforce