Context
The Demandbase ABM Package adds a number of custom fields that you can add to standard Page Layouts within Salesforce.
Our integration is very light-weight. We have a small AppExchange package that helps set up our lead to account matching and provides the custom fields we'll write your engagement data to. Out-of-the-box, we only write to fields created by our App Package. You can add these fields to your page layouts as you see fit.
For any fields that are not part of the Salesforce Package, create corresponding Account/Lead/Contact fields in Salesforce. See Create Custom Fields in Salesforce.
Steps
1. Within Salesforce Classic, click Setup in the top left of the page.
2. In the left navigation area under Build, click to expand Customize.
3. Under Customize, click to expand the object you'd like to add fields to. For example, Leads.
4. Under that object, click to expand Page Layouts.
5. Select the link under the Action.
In the Page Layout area (at the top of screen) you can see the available fields for your object.
When you mouse over each field, you can see that Demandbase field names begin with "engagio."
Important: Currently the name of this data package is Engagio but will be changed to Demandbase in the near future.
6. Drag each desired Demandbase field into the Lead Layout screen below. You can place the field anywhere in the Lead Information area. Optional: Create a new Section in the Lead Page Layout for the Demandbase fields by dragging the Section field into the page. You can then add fields to that section.
7. Click Save.
8. Repeat these steps to add Demandbase fields to the Contact and Account Page Layouts.
Outcome
The newly added fields do not populate with Matched Account data until Demandbase has synchronized with Salesforce. The initial data sync may take 2-3 nights. You can monitor the progress in Demandbase at Settings > System Monitoring > Data Sync Status.
List of Fields to Add for Each Object
Accounts:
| Field | API Name | Field Type | Definition |
Recommendation |
|---|---|---|---|---|
| Number of People |
engagio__NumberOfPeople__c |
Number | Number of known leads & contacts that have been matched to the Account | Must Have |
| Engaged People |
engagio__EngagedPeople__c |
Number |
Number of people that have engagement activity in the last 90 days (known and anonymous) *Anonymous people are merged into one person record eg. 10 known+5 anonymous=11 |
Must Have |
| First Engagement Date |
engagio__FirstEngagementDate__c |
Date/Time | Date of first engagement activity | Good to have |
| Engagement Minutes (3 mo.) |
engagio__EngagementMinutesLast3Months__c |
Number | Sum of engagement minutes in the last 3 Months | Must Have |
| Engagement Minutes (7 days) |
engagio__EngagementMinutesLast7Days__c |
Number | Sum of engagement minutes in the last 7 days | Must Have |
| Demandbase Journey Stage (was Demandbase Status) |
engagio__Status__c |
Text | Journey Stage of account | Must Have |
| MQA Date |
engagio__MQADate__c |
Date/Time | Date account entered MQA Journey Stage | Good to have |
| High Intent Engagement Mins (1 mo.) |
engagio__IntentMinutesLast30Days__c |
Number | Sum of High Intent engagement minutes in the last 1 month | Good to have |
| High Intent Keywords |
engagio__HighIntentKeywords_longtext__c |
Text | Keywords showing high intent | Must Have |
| Competitive Intent Keywords |
engagio__Competitive_Intent_Keywords_longtext__c |
Text | Keywords showing competitive intent | Must Have |
| Web Traffic (3 mo.) |
engagio__WebVisitsLast3Months__c |
Number | Number of page visits in the last 3 months (known and anonymous) | Good to have |
| Top Web Traffic URL (14 days) |
engagio__Top_Web_Traffic_URLs__c |
Text | Top visited web page in the last 3 months | Must Have |
| Pipeline Predict Score |
engagio__pipeline_predict_score__c |
Number | Predictive Score assigned to the account based on how likely an account is to becoming an opportunity in the next 30 days | Must Have |
| Qualification Score |
engagio__qualification_score__c |
Number | Qualification Score assigned to the account based on how likely an account is to ever become a customer | Must Have |
Contacts:
| Field | API Name | Field Type | Definition |
Recommendation |
|---|---|---|---|---|
| Department |
engagio__Department__c |
Text | Department of contact based on Salesforce title field. Check this mapping | Good to have |
| Role |
engagio__Role__c |
Text | Role of contact based on Salesforce title field. Check this mapping | Good to have |
| First Engagement Date |
engagio__FirstEngagementDate__c |
Date/Time | Date of first engagement activity from the contact | Must Have |
| Engagement Minutes (7 days) |
engagio__EngagementMinutesLast7Days__c |
Number | Sum of engagement minutes in the last 7 days for the contact | Must Have |
| Engagement Minutes (3 mo.) |
engagio__EngagementMinutesLast3Months__c |
Number | Sum of engagement minutes in the last 3 months for the contact | Must Have |
| High Intent Engagement Mins (1 mo.) |
engagio__IntentMinutesLast30Days__c |
Number | Sum of High Intent engagement minutes in the last 1 month for the matched account | Good to have |
Leads:
| Field | API Name | Field Type | Definition | Recommendation |
|---|---|---|---|---|
| Department |
engagio__Department__c |
Text | Department of lead based on Salesforce title field. Check this mapping | Good to have |
| Role |
engagio__Role__c |
Text | Role of lead based on Salesforce title field. Check this mapping | Good to have |
| First Engagement Date |
engagio__FirstEngagementDate__c |
Date/Time | Date of first engagement activity from the lead | Must Have |
| Engagement Minutes (7 days) |
engagio__EngagementMinutesLast7Days__c |
Number | Sum of engagement minutes in the last 7 days for the lead | Must Have |
| Engagement Minutes (3 mo.) |
engagio__EngagementMinutesLast3Months__c |
Number | Sum of engagement minutes in the last 3 months for the lead | Must Have |
| High Intent Engagement Mins (1 mo.) |
engagio__IntentMinutesLast30Days__c |
Number | Sum of High Intent engagement minutes in the last 1 month for the matched account | Good to have |
| Matched Account |
engagio__Matched_Account__c |
Account | Account the lead has been matched to based on DB Lead to Account matching algorithm | Must Have |
| Matched Account Annual Revenue |
engagio__Matched_Account_Annual_Revenue__c |
Currency | Revenue of the matched account | Good to have |
| Matched Account Employees |
engagio__Matched_Account_Employees__c |
Number | Employee Count of the matched account | Good to have |
| Matched Account Engagement Mins (3 mo.) |
engagio__Matched_Account_EngageMinsLast3Months__c |
Number | Sum of engagement minutes in the last 3 months for the matched account | Must Have |
| Matched Account Engagement Mins (7 days) |
engagio__Matched_Account_EngageMinsLast7Days__c |
Number | Sum of engagement minutes in the last 7 days for the matched account | Must Have |
| Matched Account Demandbase Journey Stage (was Matched Account Demandbase Status) |
engagio__Matched_Account_Engagio_Status__c |
Text | Journey Stage of matched account | Must Have |
| Matched Account HQ State |
engagio__Matched_Account_HQ_State__c |
Text | HQ State of matched account | Must Have |
| Matched Account Industry |
engagio__Matched_Account_Industry__c |
Text | Industry of matched account | Must Have |
| Matched Account Name |
engagio__Matched_Account_Name__c |
Text | Name of matched account | Must Have |
| Matched Account Owner Name |
engagio__Matched_Account_Owner_Name__c |
Text | Owner of matched account | Good to have |
| Matched Account Type |
engagio__Matched_Account_Type__c |
Text | Account Type of matched account | Good to have |
| Match Time |
engagio__Match_Time__c |
Date/Time | Date and Time lead was matched to account in Demandbase | Good to have |
Add Matched Leads List to Accounts
In Salesforce, go to Account Page Layouts. Click Related Lists and select Demandbase Matched Leads. Drag just above or below the Contacts list so that you can view the Account's Contacts and Demandbase Matched Leads at a glance.
Outcome
These fields will populate during Demandbase's sync, which may take take 2-3 nights for the initial sync. You can monitor the progress in Demandbase at Settings > System Monitoring > Data Sync Status.
Demandbase One