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

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.

The Demandbase One for Sales iFrame can be added to the Account, Opportunity, and Contact objects.

You can install the iFrame and add Demandbase to the Trusted URLs list in Salesforce Lightning or Classic.

See Understanding the Demandbase One for Sales iFrame in Salesforce for more information. 

Prerequisites

• 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 the latest Demandbase App Package. See Step 1: Add Demandbase App Package in Salesforce.

Steps: Salesforce Lightning

1. Log in to Salesforce as an Admin user. 
2. Go to any Account record. Click the top right Setup Gear icon > Edit Page.
3. From the left navigation, scroll down to the Custom - Managed section. 
4. Drag the DemandbaseTabs into the page layout as desired.
   
   
5. Click Save. 
6. (Optional) For optimal visibility, adjust the size of the iFrame:
   1. Click the top right Setup Gear icon > 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.

Steps: Salesforce Classic

1. Log in to Salesforce as an Admin user. 
2. Go to any Account record. Click top right Edit Layout.
3. From the top layout section, scroll down and click VisualForce Pages.
4. Drag Demandbase Tabs into the page layout as desired.
   
   
5. (Optional) For optimal visibility, adjust the sizing of the iFrame:
   • In the DemandbaseTabs module, click the top right wrench.
   • Change the height between 500-600 pixels.
   • Click Save.
     
6. (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.

Steps: Add Demandbase to the Trusted URL List in Salesforce

1. See Salesforce’s instructions on how to 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 Active checkbox.
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.
   
   

Outcome

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, contact your Demandbase account team for more information. 

Troubleshooting

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.

Next Steps

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