Set Up Salesforce

Review the links below to learn the steps for setting up your Salesforce integration with Demandbase One and configuring Demandbase One in Salesforce. 

Set Up Your Salesforce Integration

• Salesforce Requirements
• Step 1: Add the Salesforce App Exchange Package
• Step 2: Obtain Your Salesforce Credentials
• Step 3: Add the Salesforce Integration in Demandbase

Configure Demandbase in Salesforce

• Step 4: Adding Demandbase Fields to the Salesforce Layouts
• Step 5: Native Demandbase Charts in Salesforce (Visualforce)
• Step 6: Add Demandbase as a Tab in Salesforce