Step 5: Add the Demandbase One for Sales iFrame in Salesforce

The Demandbase Visualforce iFrame displays Demandbase insights directly in Salesforce, including Account Highlights, Intent Trends, Engagement Timeline, Activities, Heatmap, and Communication History.

You can add the Demandbase One for Sales iFrame to Salesforce Account, Opportunity, and Contact pages.

To configure the iFrame, add it to the appropriate Salesforce page layouts and add Demandbase to the Trusted URLs list in Salesforce Lightning or Classic.

See Understanding the Demandbase One for Sales iFrame in Salesforce. 

Prerequisites to Add the Demandbase One for Sales iFrame in Salesforce

• You must have Admin privileges within your Salesforce environment.
• You must have View Setup and Configuration permission within your Salesforce environment. See Best Practices for Salesforce Object Permissions.
• Install the latest Demandbase App Package. See Step 1: Add Demandbase App Package in Salesforce.

Add the Demandbase One for Sales iFrame in Salesforce Lightning

1. Log in to Salesforce as an Admin user. 
2. Go to any Account record. Click the top right Setup icon > Edit Page.
3. From the left navigation, scroll down to the Custom - Managed section. 
4. Drag DemandbaseTabs into the page layout.
   
5. Click Save. 
6. (Optional) For optimal visibility, adjust the size of the iFrame:
   1. Click the top right Setup > Edit Object.
   2. From the left navigation, click Page Layouts, and select the desired page layout. 
   3. In the Demandbase Tabs module, click the top right wrench.
   4. Change the height between 600-800 pixels.
   5. Click Save.
      
7. (Optional) To add the iFrame to the Opportunity and Contact object, add the DemandbaseTabs_Opp tab to the Opportunity and Contact page layouts.

Add the Demandbase One for Sales iFrame in Salesforce Classic

1. Log in to Salesforce as an Admin user. 
2. Go to any Account record. 
3. Click top right Edit Layout.
4. In the top layout section, click VisualForce Pages.
5. Drag Demandbase Tabs into the page layout.
   
6. (Optional) For optimal visibility, adjust the sizing of the iFrame:
   1. In the Demandbase Tabs module, click the top right wrench.
   2. Change the height between 500-600 pixels.
   3. Click Save.
      
7. (Optional) To add the iFrame to the Opportunity and Contact object, add the DemandbaseTabs_Opp tab to the Opportunity page layout and the DemandbaseTabs_Contact tab to the Contact page layout.

Add Demandbase to the Trusted URL List in Salesforce

1. See Salesforce’s article Add or Edit a Trusted URL.
2. Scroll down to Trusted URL Information and enter the following:
   • API Name: Enter a name that helps you identify Demandbase. For example, Demandbase.
   • URL: web.demandbase.com
   • Description: Add a description that helps you identify Demandbase.
   • Active: Select the checkbox for Active.
3. Scroll down to Content Security Policy (CSP) Settings and enter the following:
   • CSP Context: From the drop-down, choose the desired context. Unless you have specific restrictions, we recommend you select All.
   • CSP Directives: Select the checkbox for frame-src (iframe content).
4. Click Save.
   

Troubleshoot Adding the Demandbase One for Sales iFrame in Salesforce

If you see a blank iFrame, you may need to review your browser settings. Cross-site cookies are required to display the information. 

See Configure Web Browser Settings.

Outcome of Adding the Demandbase One for Sales iFrame in Salesforce

You can see the Demandbase One for Sales iFrame in your Salesforce page layouts. 
Important: The iFrame view differs by license type. If you’re unsure about your license type, reach out to your Demandbase Account Team. 

Next Steps after Adding the Demandbase One for Sales iFrame in Salesforce

Follow the instructions in Step 6: (Optional) Add Demandbase as a Tab in Salesforce.