Integrating Demandbase One for Marketing with Salesforce CRM enables seamless and bidirectional data sync between the two platforms, enhancing your account-based marketing and sales efforts.
Important:
- Demandbase can’t sync data to and from Salesforce custom objects.
- The initial sync duration depends on the volume of records in your Salesforce CRM. You can monitor the sync status in Data Sync Status.
There is also a Demandbase Salesforce Lite (read-only) integration available. See Set Up Salesforce Lite with Optional Pardot (Marketing Cloud Account Engagement) Integration.
Data Sync from Salesforce to Demandbase
Demandbase uses the Salesforce REST API to sync data from Salesforce:
- Each API call retrieves up to 3,000 records.
- Demandbase queries Salesforce for account, contact, lead, activity, opportunity, and campaign records with a lastmodifieddate after the Datetime of the last completed sync.
- You can control which account records to sync FROM Salesforce, as well as which account, people, and opportunity fields to include in the sync.
- The frequency of the read cron job from Salesforce can be configured in Data Sync Settings.
Data Sync from Demandbase to Salesforce
Demandbase uses the Salesforce SOAP API (via Bulk Data Load jobs) to sync data back to Salesforce:
- Each batch updates up to 500 records.
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The writeback job runs daily between 10:00 a.m. and 10:00 p.m. UTC.
Tip: To adjust the timing of the writeback job, contact Demandbase Support. -
Demandbase automatically writes back data to the account, lead, and contact objects for the following fields:
- Custom Fields included in the App Package.
- Calculated Fields created in Demandbase.
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Data is written back ONLY when both of the following are true:
- The Demandbase-calculated value differs from Salesforce’s current value.
- The record exists in Demandbase.
Record Creation and Updates in Salesforce
During the standard data sync, Demandbase does not create Salesforce records or write back to non-Demandbase fields.
Exceptions
Record creation or updates may occur when you use certain features within Demandbase One for Marketing and Demandbase One for Sales:
- Demandbase One for Marketing
- Demandbase One for Sales
Prerequisites
- Review Best Practices for Salesforce Object Permissions.
- We only support Enterprise, Unlimited, and Performance editions of Salesforce. We don’t support Group, Professional, or Developer editions.
Steps
Review the following articles to learn how to set up your Salesforce integration and configure Demandbase in Salesforce.
Set Up Salesforce Integration
- Step 1: Add Demandbase App Package in Salesforce
- Step 2: Obtain Salesforce Credentials
- Step 3: Add Salesforce Integration in Demandbase One