Create Automations

Context

An Automation is an asset available to Demandbase users that is designed to help scale Account Based Marketing Initiatives. Using Orchestration Automations, you can automate tasks such as adding people to Marketo Campaigns or changing account or person field values in your Salesforce account.

Prerequisites/Preparation

You must have Admin privileges or be assigned to a permission set with the required access to use Orchestration.

You have the Demandbase Orchestration solution.

Steps

1. From the left navigation bar, go to  Orchestration > Automations.
2. Click Create New.
   
   
3. In the Create New Automation window, enter the following:
   • Enter a Name for the Automation.
   • Select Person or Account from the Member Type drop-down list. The actions you can add to an Automation depend on the option you select. Select Person to run your Automation against people. Select Account to run your Automation against accounts.
     
     
4. Click Create Automation.

Outcome

Demandbase creates the Automation and adds it to the Automations table.

Next Steps

Define your Selector criteria and add an Action.