Overview
The Demandbase App Exchange Package adds a number of custom fields that you can add to standard Page Layouts within Salesforce.
Navigating to the Salesforce Page Layout Screen
Step 1. Within Salesforce Classic, click Setup in the top left of the page.
Step 2. In the left navigation area under Build, click to expand Customize.
Step 3. Under Customize, click to expand the object you'd like to add fields to. For example, Leads.
Step 4. Under that object, click to expand Page Layouts.
Step 5. Select the link under the Action.
Step 6. 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."
Step 7. 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.
Step 8. When you are finished, click Save.
Step 9. 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 |
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.
When do these fields populate?
These fields will populate during Demandbase's sync, which may take two to three nights for the initial sync.