Integrating Demandbase One with Salesforce CRM enables a seamless, bidirectional data sync between the two platforms, enhancing your account-based marketing and sales efforts.
With this integration, you can specify which account records to sync from Salesforce. Additionally, you can select the account, people, and opportunity fields to include in the sync.
Demandbase does not create new Salesforce account, contact, lead, opportunity, or campaign records, ensuring data integrity within your CRM. The only exception is the creation of Salesforce task records when utilizing the Take Action or Automation features. See the Take Action and Automation articles for more information.
Important: The initial sync duration depends on the volume of records in your Salesforce CRM. You can monitor the sync status in System Notifications.
-
Data sync from Salesforce:
- Data from Salesforce syncs to Demandbase using the REST API.
- Demandbase syncs data from 3,000 records per API call.
- The frequency of the read cron job from Salesforce can be configured in Data Sync Settings.
-
Demandbase queries Salesforce for account, contact, lead, activity, opportunity, and campaign records with a last modified date after the Datetime of the last completed sync.
Important: Demandbase can’t sync data from custom objects.
-
Data sync to Salesforce:
- Data from Demandbase syncs to Salesforce using the SOAP API via Bulk Data Load jobs.
- Demandbase syncs data up to 500 records per batch.
- The writeback job to Salesforce runs daily between 10:00 a.m. and 10:00 p.m. UTC. If you want to adjust the timing of the writeback job, reach out to support@demandbase.com.
- Demandbase syncs data to the account, lead, and contact objects. Data is pushed ONLY when there's a difference between the calculated state in Demandbase and the previous field value in Salesforce AND the record exists in Demandbase. This ensures that Demandbase only syncs meaningful updates to your Salesforce.
- For the list of fields Demandbase syncs data to, see Demandbase App Package Custom Fields and Calculated Fields.
There is also a Demandbase Salesforce Lite (read-only) integration available. See Set Up Salesforce Lite with Optional Pardot (Marketing Cloud Account Engagement) Integration.
Prerequisites/Preparation
- Review Best Practices: Salesforce Permissions.
- We only support Enterprise, Unlimited, and Performance editions of Salesforce. We don’t support Group, Professional, or Developer editions.
Steps
Review the links below to learn how to set up your Salesforce integration and configure Demandbase in Salesforce.
Set Up Salesforce Integration
- Step 1: Add Demandbase (ABX Cloud) App Package in Salesforce
- Step 2: Obtain Salesforce Credentials
- Step 3: Add Salesforce Integration in Demandbase One