Activity Logging in Salesforce

  • Updated

Introduction

As you take action on your target accounts, Demandbase logs activities to Salesforce leads and contacts.

How do I turn on logging?

Demandbase Admins can change their organization's settings for logging activities by toggling settings on or off from the Activity Logging page. To access the page, from the left navigation bar, go to Settings_N.png Settings > Platform > Activity Logging.

Activity_Logging_N.png
What activities can be logged?

Platform 

  • Calendar events*
  • Inbound emails*

Demandbase Actions

  • Marketo Campaign
  • Salesforce Campaign
  • Hubspot
  • Salesloft
  • Outreach

Calendar Events

Who and What:

The system looks up all meeting attendees and sorts them by attendee order.

The system will pick the first Salesforce contact on the meeting, and if no contact exists, it will pick the first Salesforce lead. By default, if no one on the invite is in Salesforce, the meeting is not logged. 

Alternatively, you can enable the option to Add Contacts from Calendar Events to Salesforce. With this option enabled, meeting attendees who are not in Salesforce already would be created as new Contacts if they can be matched to an Account in Salesforce.

  • If a Contact, the Name/Who field is the Contact and the What/Related To is the Account.
  • If a Lead, the Name/Who field is the lead, and Salesforce does not support setting the Account. 
  • Subject: [Demandbase] [Meeting]: Meeting Name
  • Description Field: Meeting Description in the invite
  • Activity Date/Due Date: Date meeting started
  • Status: First Closed status in Activity Status pick list
  • Duration: Only supported for Gmail (length of meeting).
  • Owner Id: The Demandbase User whose calendar we synced the meeting from.
  • Task Type: Meeting

Is the meeting an external meeting?

We take the email domain from the person who sent the invite, as well as the most common domain of the users in your instance, and filter out all people with one of those email domains. If there are attendees with other email domains remaining, we consider this an external meeting. Non-external meetings are not logged.

Email Logging - High Level

Types of Logging Possible:

Outbound Emails - Emails sent from your inbox 

Inbound Emails - Emails you receive

Email Body - Log the body of the email or not.

Will we log this email?

If this email is Locked in Demandbase, either by the auto-lock list, or if a specific thread was locked we will not log the email. We will only log non-locked emails to Salesforce.

We only log emails that match to an account. If the email does not contain anyone belonging to an account, we do not store it or log it (includes all internal only emails). 

Email is Inbound or Outbound:

To determine if the email is inbound or outbound, look at the From email address. If the email address matches a user’s email, or has a domain that consists of your domain, consider it outbound.

Out of Office Handling

The system does not log Out of Office or Automatic replies.

Inbound Email:

Subject: [Demandbase] [Inbound Email]: Email Subject Line

Description: If Log Email Body is enabled, the system adds email information about to, cc, from, date, subject, followed by the text from the email. (In addition, the system attempts to remove all HTML.)

Status: First Closed status in activity Status pick list

Owner: The first Demandbase user who is a recipient (ordered by people in To, then cc, then bcc). In the edge case no Demandbase user is a direct recipient of the email, the activity owner will be the owner of the account.

Name/Who: The From person (find this person by email address at the account). The person sending the email must be in Salesforce for an activity to be logged.

Related To: If the person you find for the email is a contact, make sure to specify the account.

Activity Date: The date that the email was received.

Outbound Email:

Subject: [Demandbase] [Outbound Email]: Email Subject Line

Description: If Log Email Body is enabled, the system adds email information about to, cc, from, date, subject, followed by the text from the email. (In addition, the system attempts to remove all HTML.)

Status: First Closed status in activity Status pick list

Owner: If the sender is a Demandbase user, the activity is owned by the Demandbase user who sent the email. In the edge case the sender is not a user, the activity owner is the owner of the account.

Name/Who: The first lead or contact who is a recipient (ordered by people in To, then cc, then bcc).

Related To: If the person found for the email is a contact, the system will specify the account.

Activity Date: The date that the email was sent.

Demandbase Actions:

Salesforce Campaign

Type: Salesforce Campaign

Subject: [Marketo Campaign]: + Name of Lead

Description: Campaign Name

Owner: User who initiated the Action.

Name/Who: The lead or contact impacted by the Action.

Related To: If the person found for the email is a contact, the system will specify the account.

Marketo Campaign

Type: Marketo Campaign

Subject: [Marketo Campaign]: + Name of Lead

Description: Campaign Name

Owner: User who initiated the Action.

Name/Who: The lead or contact impacted by the Action.

Related To: If the person found for the email is a contact, the system will specify the account.

HubSpot Workflow

Type: HubSpot Workflow

Subject: [HubSpot Workflow]: + Name of Lead

Description: Workflow Name

Owner: User who initiated the Action.

Name/Who: The lead or contact impacted by the Action.

Related To: If the person found for the email is a contact, the system will specify the account.

Outreach Sequence

Type: Outreach

Subject: [Outreach]: + Sequence Name

Description: Assignee

Owner: User who initiated the Action.

Name/Who: The lead or contact impacted by the Action.

Related To: If the person found for the email is a contact, the system will specify the account.

Salesloft Cadence

Type: Salesloft

Subject: [Salesloft]: + Cadence Name

Description: Cadence Name

Owner: User who initiated the Action.

Name/Who: The lead or contact impacted by the Action.

Related To: If the person found for the email is a contact, the system will specify the account.

Insider Tip

Since these activities are logged to Salesforce as Tasks, and you can assign engagement minutes to these Tasks in the Demandbase application, it's possible to give these activities engagement minutes and have them show up under the account with your other sales and marketing activities.

Good to Know

Demandbase only logs emails and calendar events from users that have connected their inbox to Demandbase. Emails and Meetings MUST be matched to a target account in order to be stored by Demandbase or logged to Salesforce. Demandbase does not create leads, contacts, or accounts to log an activity under.

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