Integrating Demandbase One for Marketing with Salesforce CRM enables bidirectional data synchronization between the two platforms to support account-based marketing and sales activities.
Important:
- Demandbase does not support syncing data to or from Salesforce custom objects.
- The initial sync time depends on the volume of records in Salesforce. You can monitor the sync status in Data Sync Status.
For a read-only integration, see Set Up Salesforce Lite with Optional Pardot (Marketing Cloud Account Engagement) Integration.
Understand Data Sync from Salesforce to Demandbase
Demandbase uses the Salesforce REST API to retrieve data from Salesforce.
- Batch size: Each API call retrieves up to 3,000 records.
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Records synced: Demandbase retrieves account, contact, lead, activity, opportunity, and campaign records with a
LastModifiedDatelater than the date and time of the last completed sync. - Account ingestion: You can control which account records are synced from Salesforce.
- Field ingestion: You can control which account, people, and opportunity fields are included in the sync.
- Sync frequency: You can configure how often Demandbase retrieves data from Salesforce in Data Sync Settings.
Understand Data Sync from Demandbase to Salesforce
Demandbase uses the Salesforce SOAP API through Bulk Data Load jobs to write data back to Salesforce.
- Batch size: Each batch updates up to 500 records.
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Sync frequency: The writeback job runs daily between 10:00 a.m. and 10:00 p.m. UTC.
Tip: To adjust the writeback schedule, contact Demandbase Support. -
Fields updated: Demandbase automatically writes data to the Account, Contact, and Lead objects for the following fields:
- Custom Fields included in the Demandbase App Package.
- Calculated Fields created in Demandbase.
Demandbase writes data back to Salesforce only when both of the following conditions are met:
- The Demandbase-calculated value differs from the current value in Salesforce.
- The record exists in Demandbase.
Understand the Demandbase Salesforce App Package
The Demandbase App Package adds custom fields and provides visual engagement insights in Salesforce.
The package includes the following components:
- Custom fields: Adds Demandbase fields to the Account, Contact, and Lead objects without requiring you to create them manually. The package contains minimal Apex code. See Step 4: Add Demandbase Fields to Salesforce.
- Visualforce iFrame: Provides tabbed charts with multiple views of account engagement data. You can add the iFrame to Salesforce page layouts. See Step 5: Add Demandbase Visualforce Chart to Salesforce.
- Salesforce Lightning dashboard: Displays Demandbase-based reports and insights in a graphical dashboard. See Sales Insights Dashboard and Reports within Salesforce.
Important: Salesforce limits the number of dynamic dashboards available based on your Salesforce edition. See Salesforce Dashboard Limits.
Understand Record Creation and Updates in Salesforce
During standard data synchronization, Demandbase does not:
- Create Salesforce objects or records.
- Create Salesforce user profiles or permission sets.
- Update fields that are not managed by Demandbase.
Exceptions for Record Creation and Updates
Certain Demandbase One for Marketing and Demandbase One for Sales features can create or update Salesforce records outside the standard data sync.
- Demandbase One for Marketing
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Demandbase One for Sales
Prerequisites to Set Up Salesforce Integration
- Review Best Practices for Salesforce Object Permissions to ensure that the integration user has the required access.
Salesforce edition: You must use Salesforce Enterprise, Unlimited, or Performance Edition. Demandbase does not support Group, Professional, or Developer Edition.
Set Up Salesforce Integration
Complete the following steps to integrate Salesforce with Demandbase and configure Demandbase features in Salesforce.
Integrate Salesforce with Demandbase
- Step 1: Install Demandbase App Package in Salesforce
- Step 2: Obtain Salesforce Credentials
- Step 3: Add Salesforce Integration in Demandbase One