Introduction
By default, Demandbase rolls up data in 3 month and 7 day timeframes, but for some organizations, this doesn't suit their needs. Salesforce custom fields are where you create custom data rollups for whatever information you want.
Step 1: Create Your Custom Field in Salesforce
As a Salesforce admin in Salesforce Classic, navigate the following path:
1.1 Setup > Customize > Account (assuming you're creating a rollup on the account level).
1.2 Replace with Contact or Lead (if necessary) then select > Fields.
1.3 Scroll to New.
1.4 Select Data type as Number or Date.
1.5 Title your new field.
1.6 Set your desired visibility.
1.7 Select the page Record Type to display your new field and save.
Step 2: Map Demandbase to the New Field
2.1 Once the custom field has been created, navigate to the Demandbase UI.
2.2 Select the Settings (admin) cog wheel.
2.3 Navigate to Platform Settings > Demandbase Custom Fields tab.
2.4 In the top right, Refresh Salesforce Fields.
2.5 In the top left, New Demandbase Field.
2.6 From the Data menu select one of the following:
- Engagement Minutes
- Count of Activities
- First Engagement Date
- Last Engagement Date
- Segment
2.7 Enter a title for the Demandbase Field Label such as:
- Engagement Minutes (1 mo.)
- Marketing Exec Engagement
- Marketing Exec Engagement (3 mos.)
2.8 In Time Range, select a timeframe for this custom field.
2.9 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)
2.10 Choose the Custom Field that you've created in Salesforce at the Account, Contact, or Lead level.
2.11 Save your new field.
