Installing the Salesforce AppExchange Package is the first step in connecting Demandbase and Salesforce. It creates a number of Demandbase custom fields and charts that you add to standard Page Layouts within Salesforce.
Currently the name of this data package is Engagio but will be changed to Demandbase in the future.
What does this package do?
This lightweight package adds custom fields to the Account, Contact, and Lead object so you don't have to create them manually. This package contains minimal APEX code.
It also comes with one Lightning component and one Visualforce component that you can add to page layouts for more visual engagement insights. This tabbed chart component offers multiple chart views.
What does this package not do?
This package can NOT modify any existing Salesforce data.
This package does NOT add any user profiles or permission sets.
We only support Enterprise, Unlimited, and Performance. We do not support Group, Professional, or Developer Editions of Salesforce.
You must have System Admin privileges within your Salesforce Environment to install and configure this application.
1. Install the AppExchange Package
Download the Engagio App (this name will change to Demandbase App in the near future) directly from the SalesForce AppExchange.
2. Select Install for All Users
3. Click Install.
The installation will complete and display the following: