The Demandbase app package creates custom fields in Salesforce to store engagement data and support lead-to-account matching. By default, Demandbase writes data only to fields created by the app package.
You can add these custom fields to your Salesforce page layouts as needed.
After the initial integration sync is complete, Demandbase populates the custom fields with engagement data. The initial sync may take 2–5 days, depending on the volume of Salesforce records.
To monitor the progress, in Demandbase, go to Settings > System Monitoring > Data Sync Status.
Tip: You can also create additional custom fields in Demandbase and Salesforce. See Create Demandbase Calculated Fields for Connected Mode.
List of Demandbase Custom Fields
The following table lists the custom fields created by the Demandbase app package in Salesforce.
Account Fields
| Field | API Name | Field Type | Definition |
| Competitive Intent Keywords | engagio__Competitive_Intent_Keywords_longtext__c | Long Text |
Top high competitive intent keywords in the last 7 days. Important: A maximum of 3 keywords are shown. |
| Customer Date | enegagio_CustomerDate__c | Date/Time | Date account entered designated Customer Journey Stage. |
| Demandbase Journey Stage | engagio__Status__c | Text | Journey Stage of account. |
| Engaged People | engagio__EngagedPeople__c | Number | Number of known leads & contacts that have engagement activity in the last 90 days. |
| Engagement Minutes (1 mo.) | engagio_EngagementMinutesLast30Days__c | Number | Sum of Engagement Minutes (also known as Engagement Points) in the last 1 month. |
| Engagement Minutes (3 mo.) | engagio__EngagementMinutesLast3Months__c | Number | Sum of Engagement Minutes (also known as Engagement Points) in the last 3 Months. |
| Engagement Minutes (7 days) | engagio__EngagementMinutesLast7Days__c | Number | Sum of Engagement Minutes (also known as Engagement Points) in the last 7 days. |
| First Engagement Date | engagio__FirstEngagementDate__c | Date/Time | Date of first engagement activity. |
| High Intent Engagement Mins (1 mo.) | engagio__IntentMinutesLast30Days__c | Number | Sum of High Intent Engagement Minutes (also known as Engagement Points) in the last 1 month. |
| High Intent Keywords | engagio__HighIntentKeywords_longtext__c | Long Text |
Top high intent keywords in the last 30 days. Important: A maximum of 3 keywords are shown. |
| MQA Date | engagio__MQADate__c | Date/Time | Date account entered MQA Journey Stage. |
| Number of People | engagio__NumberOfPeople__c | Number | Number of known leads & contacts that have been matched to the Account. |
| Pipeline Date | engagio_PipelineDate__c | Date/Time | Date account entered designated Pipeline Journey Stage. |
| 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. |
| 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. |
| Sales Touches (14 days) | engagio_Sales_Touches_14_days__c | Number | Count of sales activities in the last 14 days. |
| Sales Touches (7 days) | engagio_Sales_Touches_7_days__c | Number | Count of sales activities in the last 7 days. |
| Top Web Traffic URL (14 days) | engagio__Top_Web_Traffic_URLs__c | Long Text |
Most visited web pages visited in the last 14 days. Important: A maximum of 3 URLs are shown. |
| Web Traffic (3 mo.) | engagio__WebVisitsLast3Months__c | Number | Number of page visits in the last 3 months (known and unknown). |
Contact Fields
| Field | API Name | Field Type | Definition |
| Department | engagio__Department__c | Text | Department of contact. |
| Role | engagio__Role__c | Text | Role of contact. |
| Engagement Minutes (1 mo.) | engagio_EngagementMinutesLast30Days__c | Number | Sum of Engagement Minutes (also known as Engagement Points) in the last 1 month for the contact. |
| Engagement Minutes (3 mo.) | engagio__EngagementMinutesLast3Months__c | Number | Sum of Engagement Minutes (also known as Engagement Points) in the last 3 months for the contact. |
| Engagement Minutes (7 days) | engagio__EngagementMinutesLast7Days__c | Number | Sum of Engagement Minutes (also known as Engagement Points) in the last 7 days for the contact. |
| First Engagement Date | engagio__FirstEngagementDate__c | Date/Time | Date of first engagement activity from the contact. |
| High Intent Engagement Mins (1 mo.) | engagio__IntentMinutesLast30Days__c | Number | Sum of High Intent Engagement Minutes (also known as Engagement Points) in the last 1 month for the matched account. |
| Sales Touches (14 days) | engagio_Sales_Touches_14_days__c | Number | Count of sales activities in the last 14 days for the contact. |
| Sales Touches (7 days) | engagio_Sales_Touches_7_days__c | Number | Count of sales activities in the last 7 days for the contact. |
Lead Fields
| Field | API Name | Field Type | Definition |
| Department | engagio__Department__c | Text | Department of lead. |
| Role | engagio__Role__c | Text | Role of lead. |
| Engagement Minutes (1 mo.) | engagio_EngagementMinutesLast30Days__c | Number | Sum of Engagement Minutes (also known as Engagement Points) in the last 1 month for the lead. |
| Engagement Minutes (3 mo.) | engagio__EngagementMinutesLast3Months__c | Number | Sum of Engagement Minutes (also known as Engagement Points) in the last 3 months for the lead. |
| Engagement Minutes (7 days) | engagio__EngagementMinutesLast7Days__c | Number | Sum of Engagement Minutes (also known as Engagement Points) in the last 7 days for the lead. |
| First Engagement Date | engagio__FirstEngagementDate__c | Date/Time | Date of first engagement activity from the lead. |
| High Intent Engagement Mins (1 mo.) | engagio__IntentMinutesLast30Days__c | Number | Sum of High Intent Engagement Minutes (also known as Engagement Points) in the last 1 month for the matched account. |
| Match Time | engagio__Match_Time__c | Date/Time | Date and Time lead was matched to account in Demandbase. |
| Matched Account | engagio__Matched_Account__c | Lookup(Account) | Account the lead has been matched to based on DB Lead to Account matching algorithm. |
| Matched Account Annual Revenue | engagio__Matched_Account_Annual_Revenue__c | Currency | Revenue of the matched account. |
| Matched Account Demandbase Journey Stage | engagio__Matched_Account_Engagio_Status__c | Text | Journey Stage of matched account. |
| Matched Account Employees | engagio__Matched_Account_Employees__c | Number | Employee Count of the matched account. |
| Matched Account Engagement Mins (3 mo.) | engagio__Matched_Account_EngageMinsLast3Months__c | Number | Sum of Engagement Minutes (also known as Engagement Points) in the last 3 months for the matched account. |
| Matched Account Engagement Mins (7 days) | engagio__Matched_Account_EngageMinsLast7Days__c | Number | Sum of Engagement Minutes (also known as Engagement Points) in the last 7 days for the matched account. |
| Matched Account HQ State | engagio__Matched_Account_HQ_State__c | Text | HQ State of matched account. |
| Matched Account Industry | engagio__Matched_Account_Industry__c | Text | Industry of matched account. |
| Matched Account Name | engagio__Matched_Account_Name__c | Text | Name of matched account. |
| Matched Account Owner Name | engagio__Matched_Account_Owner_Name__c | Text | Owner of matched account. |
| Matched Account Type | engagio__Matched_Account_Type__c | Text | Account Type of matched account. |
| Sales Touches (14 days) | engagio_Sales_Touches_14_days__c | Number | Count of sales activities in the last 14 days for the lead. |
| Sales Touches (7 days) | engagio_Sales_Touches_7_days__c | Number | Count of sales activities in the last 7 days for the lead. |
Prerequisites to Add Demandbase Fields in Salesforce
- You must have Admin privileges within your Salesforce environment.
- Install the latest Demandbase App Package. See Step 1: Add Demandbase App Package in Salesforce.
Add Demandbase Custom Fields to Page Layouts in Salesforce
- Log in to Salesforce as an Admin user.
- Click top right Setup.
- In the left navigation area, quick search for Customize (Salesforce Classic) or Object Manager (Salesforce Lightning) and choose the object you'd like to add fields to. For example, Leads.
-
Expand the Object and click Page Layouts.
- Click Edit on the page layout you want to add Demandbase fields to.
Drag the desired Demandbase custom fields to the Object Information area of the page layout.
Important: In the Page Layout area, Demandbase custom fields are identified by the engagio prefix.-
(Optional) To organize Demandbase custom fields in a separate section, drag Section onto the page layout, then add the desired Demandbase fields to the new section.
- Click Save.
(Optional) Add Matched Lead Related List to the Account Object in Salesforce
- In Salesforce, go to Account Page Layouts.
- Click Related Lists and locate Demandbase Matched Leads.
Drag Demandbase Matched Leads onto the page layout, directly above or below Contacts, to view both related lists together.
Next Steps after Adding Demandbase Fields in Salesforce
Follow the instructions in Step 5: Add Demandbase iFrame to Salesforce.