Step 3: Add Salesforce Integration in Demandbase One

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Context

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

We support two ways to connect with Salesforce:

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

There is also an optional step to include Pardot. 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, ensure that you have the Salesforce consumer key and secret. 
    • To authenticate using a Password, ensure that you have access to the Salesforce consumer key and secret, log in credentials, and the email account on file. 

Steps: Connect using an Access Token

  1. Completely log out of Salesforce, ensuring every window/tab is fully logged out. This is important.
  2. Log into Demandbase ABX (https://web.demandbase.com.) 
  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 Access Token for the OAuth Type. Enter 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. 
    Salesforce_Data_Source_Token_N.png
  6. To add a Salesforce Pardot integration, enter the Pardot Business Unit ID
  7. (Optional) Enter your Salesforce Custom Domain. For example, enter demandbase if your Salesforce URL is demandbase.salesforce.com
  8. (Optional) Toggle off Sync Currency Fields to disable syncing currency specific data. The option is enabled by default and syncs currency data to support Analytics and Opportunities driven features.
  9. Click Save.
  10. In the Salesforce sign in window, log in using the Salesforce Integration User credentials. 
  11. 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
  12. Click Create after Demandbase verifies all required permissions.
    Salesforce_Data_Source_Verified.png

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 to 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.
      Screen_Shot_2022-07-11_at_5.33.29_PM.png

  4. Check the email account on file for the Security Token.

Add the Salesforce Integration in Demandbase

  1. Completely log out of Salesforce, ensuring every window/tab is fully logged out. This is important.
  2. Log into Demandbase ABX (https://web.demandbase.com.) 
  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. Enter the Salesforce Consumer Key, Consumer Secret, Username, Password, and Security Token. 
    Screen_Shot_2022-07-12_at_3.11.53_PM.png
  6. To add a Salesforce Pardot integration, include the Pardot Business Unit ID
  7. (Optional) Enter your Salesforce Custom Domain. For example, enter demandbase if your Salesforce URL is demandbase.salesforce.com
  8. (Optional) Toggle off Sync Currency Fields to disable syncing currency specific data. The option is enabled by default and syncs currency data to support Analytics and Opportunities driven features.
  9. Click Save.
  10. 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
  11. 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 will be processed after the sync and available in the customer database 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.

Next Steps

See Step 4: Add Demandbase Fields to Salesforce

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