Set Up Salesforce

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Context

The Demandbase Salesforce integration allows you to connect Demandbase One with your instance of Salesforce. The integration creates a bidirectional sync between Demandbase and Salesforce.

  • Data sync from Salesforce: Data from Salesforce syncs to Demandbase via the REST API. Demandbase queries Salesforce for all accounts, contacts, leads, tasks, events, etc. with a last modified date after the Datetime of the last completed sync. By default, Demandbase syncs 2,000 records per API call.
    Tip: The cron job for starting the read process from Salesforce can be configured on the Data Sync Settings page. This job allows for all accounts, contacts, leads, tasks, events, etc. to be in the Demandbase database.
  • Data sync to Salesforce: Data from Demandbase syncs to Salesforce using the Salesforce SOAP API via Bulk Data Load jobs. Demandbase passes data to Salesforce from the account, lead, and contact objects ONLY when there's a difference between the calculated state in Demandbase and the previous field value in Salesforce AND the account associated with the record exists in Demandbase. This ensures that Demandbase only pushes meaningful updates that contain changes to these objects each night.
    Tip: For a list of fields Demandbase syncs data to, see Step 4: Add Demandbase Fields to Salesforce.

There is also Demandbase Salesforce Lite (read-only) integration available. See Set Up Salesforce Lite with Optional Pardot Integration.

Lead to Account Matching

The Demandbase Lead-to-Account (L2A) engine matches your Salesforce Leads to the correct Salesforce Account. Demandbase queries Salesforce for new leads, attempts to match them to an account in Demandbase, and updates the Matched Account field on the Lead using a Bulk Data Load job.

As a result of the separate job for Lead to Account Matching, you may see smaller updates to the lead object throughout the day. See Set Up Lead to Account Matching.

Authentication

Demandbase supports two ways to connect with Salesforce:

  • Connect using an Access Token
  • Connect with a Password

See Step 3: Add the Salesforce Integration to Demandbase One.

Prerequisites/Preparation

Review Best Practices: Salesforce Permissions

Steps

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

Set Up Salesforce Integration

Configure Demandbase in Salesforce

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