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Create Custom Fields in Salesforce and Map to Demandbase

  • Updated

Context

By default, Demandbase rolls up data in 3 month and 7 day timeframes, but this doesn't suit the need of some organizations. Use Salesforce custom fields to create custom data rollups for whatever information you want.

To add Demandbase fields to Salesforce, see Add Demandbase Fields to Salesforce.

Steps

1. Create custom field in Salesforce.

a. As a Salesforce admin in Salesforce Classic, navigate to Setup > Customize > Account (assuming you're creating a rollup on the account level). 

b. Replace with Contact or Lead (if necessary) then select > Fields.

c. Scroll to New.

salesforce_custom_fields1.png

d. Select Data type as Number or Date.

e. Enter a title for the new field. 

f. Set your desired visibility.

g. Select the page Record Type to display the new field and save.

salesforce_custom_fields2.png

saleforce_custom_fields3.png

2. Map Demandbase to the New Field.

a. In Demandbase: From the left navigation bar, go to SettingsCropped.png Settings > Platform Settings > Demandbase Custom Fields.

b. Click Refresh SFDC Fields.

salesforce_custom_fields4.png

c. Click New Demandbase Field.

d. From the Data menu select one of the following: 

      • Engagement Minutes
      • Count of Activities
      • First Engagement Date
      • Last Engagement Date
      • Segment

e. Enter a title for the Demandbase Field Label such as:    

      • Engagement Minutes (1 mo.)
      • Marketing Exec Engagement
      • Marketing Exec Engagement (3 mos.)

f. In Time Range, select a timeframe for this custom field.

g. Add additional flexibility by clicking the Define Criteria link. For example: 

      • Exclude anonymous page visits
      • Only show engagement from Marketing Managers (For example: Role: Manager, Department: Marketing)

h. Choose the Custom Field that you created in Salesforce at the Account, Contact, or Lead level.

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i. Click Save.

   

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