Now that you have:
2) Installed our AppExchange package.
3) Created a Connected App in Salesforce.
You are ready to add the Salesforce Integration in Demandbase.
Connecting Salesforce via OAuth
OAuth means logging in through the Salesforce login screen. This is the preferred method when you are adding Salesforce as an integration.
Ability to login to Salesforce via the SFDC Login screen as the desired integration user (ensure you have the password, etc).
Step 1. Completely log out of Salesforce, ensuring every window / tab is fully logged out. This is important.
Step 2. Demandbase Admins click this link to open the Integrations page.
Step 3. Click Create Data Source.
Step 4. Select Salesforce from the drop-down list.
Step 5. Change OAuth Type to be Access Token.
Step 6. Enter the Consumer Key and Secret you obtained from following Obtain Your Salesforce Credentials article.
Step 7. If applicable, enter your Salesforce Custom Domain. You would put demandbase if your Salesforce URL was demandbase.my.salesforce.com
Step 8. Click Create. You’ll be taken to the Salesforce login screen to log in and authenticate the Demandbase application.
Connecting Salesforce with an Email, Password and Security Token
If you are unable to complete the integration using the OAuth Access Token method described above, follow the steps in this section.
This assumes you have completed Obtain Your Salesforce Credentials to gather the Consumer Id and Secret.
Step 1. Retrieve Username and Password of Salesforce Integration User
Step 2. Retrieve Security Token for the Integration User:
- Log in to Salesforce as the user you want Demandbase to connect to Salesforce with, your Sync User.
- Click the drop-down button in the upper right corner next to the user's name.
- Click My Settings.
- From Personal, click Reset My Security Token.
- Click the Reset Security Token button.
- Check your email to retrieve the security token
Step 3. Demandbase Admins click this link to open the Integrations page.
Step 4. Click Create Data Source.
Step 5. Select Salesforce from the drop-down list.
Step 6. Use the Password OAuth Type when setting up the Salesforce Integration.
Step 7. Enter all details gathered in the steps above.
Step 8. Click Create.