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Step 4: Add Demandbase Fields to Salesforce

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Context

The Demandbase App Exchange Package adds a number of custom fields that you can add to standard Page Layouts within Salesforce.

Note: Currently the name of this data package is Engagio but will be changed to Demandbase in the near future.

1. Navigate to the Salesforce Page Layout Screen

a. Within Salesforce Classic, click Setup in the top left of the page.

b. In the left navigation area under Build, click to expand Customize.

c. Under Customize, click to expand the object you'd like to add fields to. For example, Leads.

d. Under that object, click to expand Page Layouts.

e. Select the link under the Action.

f. 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."

Note: These field names are legacy Engagio names that cannot be changed.

g. Drag each desired Demandbase custom 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.

h. When you are finished, click Save.

i. Repeat these steps to add Demandbase custom fields to the Contact and Account Page Layouts. 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.

List of Fields to Add for Each Object

Accounts:

Field  API Name Field Type
Number of People 
engagio__NumberOfPeople__c
 Number
Engaged People 
engagio__EngagedPeople__c
 Number
First Engagement   Date 
engagio__FirstEngagementDate__c
 Date/Time
Engagement Minutes  (3 mo.) 
engagio__EngagementMinutesLast3Months__c
 Number
Engagement Minutes  (7 days) 
engagio__EngagementMinutesLast7Days__c
 Number
Demandbase Journey  Stage (was  Demandbase Status) 
engagio__Status__c
 Text
MQA Date 
engagio__MQADate__c
 Date/Time
High Intent  Engagement Mins (1  mo.) 
engagio__IntentMinutesLast30Days__c
 Number
High Intent Keywords 
engagio__HighIntentKeywords__c
 Picklist
Web Traffic (3 mo.) 
engagio__WebVisitsLast3Months__c
 Number
Top Web Traffic URL  (14 days) 
engagio__TopURLs__c
 Picklist
Pipeline Predict Score 
engagio__pipeline_predict_score__c
 Number
Qualification Score 
engagio__qualification_score__c
 Number

 

Contacts:

Field  API Name Field Type
Department 
engagio__Department__c
 Text
Role 
engagio__Role__c
 Text
First Engagement Date 
engagio__FirstEngagementDate__c
 Date/Time
Engagement Minutes  (7 days) 
engagio__EngagementMinutesLast7Days__c
 Number
Engagement Minutes  (3 mo.) 
engagio__EngagementMinutesLast3Months__c
 Number
High Intent  Engagement Mins (1  mo.) 
engagio__IntentMinutesLast30Days__c
 Number

 

Leads:

Field  API Name Field Type
Department 
engagio__Department__c
 Text
Role 
engagio__Role__c
 Text
First  Engagement  Date 
engagio__FirstEngagementDate__c
 Date/Time
Engagement  Minutes (7 days) 
engagio__EngagementMinutesLast7Days__c
 Number
Engagement  Minutes (3 mo.) 
engagio__EngagementMinutesLast3Months__c
 Number
High Intent  Engagement  Mins (1 mo.) 
engagio__IntentMinutesLast30Days__c
 Number
Matched Account 
engagio__Matched_Account__c
  Account
Matched Account  Annual Revenue 
engagio__Matched_Account_Annual_Revenue__c
  Currency
Matched Account  Employees 
engagio__Matched_Account_Employees__c
  Number
Matched Account  Engagement  Mins (3 mo.) 
engagio__Matched_Account_EngageMinsLast3Months__c
 Number
Matched Account  Engagement  Mins (7 days) 
engagio__Matched_Account_EngageMinsLast7Days__c
 Number
Matched Account  Demandbase  Journey Stage  (was Matched  Account  Demandbase  Status) 
engagio__Matched_Account_Engagio_Status__c
 Text
Matched Account HQ State 
engagio__Matched_Account_HQ_State__c
 Text
Matched Account Industry 
engagio__Matched_Account_Industry__c
 Text
Matched Account  Name 
engagio__Matched_Account_Name__c
 Text
Matched Account  Owner Name 
engagio__Matched_Account_Owner_Name__c
 Text
Matched Account  Type 
engagio__Matched_Account_Type__c
 Text
Match Time 
engagio__Match_Time__c
 Date/Time

 

2. Add Matched Leads List to Accounts

Click the Related Lists menu and select Demandbase Matched Leads and 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 two to three nights for the initial sync.

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