Step 5: Add Demandbase iFrame to Salesforce

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Context

Our Visualforce iFrame feature brings Demandbase insights directly within your Salesforce. The iFrame includes Demandbase Account Highlights, Intent Trends, Engagement Timeline, Activities, Heatmap, and Communication History.

Account, People, and Insights data is visible on Account, Opportunity, Contact, and Lead objects. Engagement data is visible on Account, Contact, and Opportunity objects.

See Understanding Demandbase Sales Intelligence iFrame in Salesforce for more information. 

Prerequisites/Preparation

  • You must have Admin privileges within your Salesforce environment.
  • You must have View Setup and Configuration permission within your Salesforce environment. See Best Practices: Salesforce Permissions for instructions. 
  • Install our latest AppExchange Package: Salesforce AppExchange: Demandbase (ABX Cloud) Package.
    Important: Even if you already had the Demandbase package installed, you'll need the latest version to access all of the components. When you log in to Salesforce and check out the AppExchange listing, it will tell you what version you have and what the latest version is.

Steps: Salesforce Lightning

  1. Log in to Salesforce as an Admin user. 
  2. Go to any Account record. Click the Gear icon at the top right of the page and select Edit Page from the drop-down.
  3. Scroll down on the left navigation to the Custom - Managed section. 
  4. Drag DemandbaseTabs onto the page layout as desired. 
    Screen_Shot_2022-07-11_at_6.21.33_PM.png
  5. Click Save
  6. (Optional) For optimal visibility, adjust the sizing of the iFrame:
    • Click the Gear icon at the top right of the page and select Edit Object from the drop-down.
    • Click on Page Layouts and choose the desired page layout. 
    • Click the wrench at the top right of the DemandbaseTabs module.
    • Change the height to 600-800 pixels.
    • Click Save.
      Screenshot_2023-02-07_at_11.34.15_AM.png
  7. (Optional) Add the DemandbaseTabs_Opp tab to the Opportunity and Contact page layouts.

Steps: Salesforce Classic

  1. Log in to Salesforce as an Admin user. 
  2. Go to any Account record. Click Edit Layout at the top right of the page.
  3. Go to VisualForce Pages.
  4. Drag DemandbaseTabs onto the page layout as desired. 
    Screen_Shot_2022-07-11_at_5.58.25_PM.png
  5. (Optional) For optimal visibility, adjust the sizing of the iFrame:
    • Click the wrench at the top right of the DemandbaseTabs module.
    • Change the height to 500-600 pixels.
    • Click Save.
      Screen_Shot_2022-07-11_at_6.16.04_PM.png
  6. (Optional) Add the DemandbaseTabs_Opp tab to the Opportunity page layout and the DemandbaseTabs_Contact tab to the Contact page layout.

Outcome

You can see the Demandbase iFrame in your Salesforce page layouts. 
Important: The iFrame view differs by license type. If you’re unsure about your license type, contact your CSM for more information. 

iFrame.png

Troubleshooting

If you or one of your users sees a blank frame where the Demandbase iFrame should show, they may need to review their browser settings. Cross-site cookies are required to display the information. In Chrome, for example, one should go to Settings > Privacy and security > Cookies and other site data, then select "Allow all cookies." In Firefox, the "Enhanced Tracking Protection" should be set to Standard to allow the iFrame to load.

Next Steps

See Step 6: (Optional) Add Demandbase as a Tab in Salesforce

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