FAQs: Salesforce Integration

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  • Demandbase integration with Salesforce provides insights to support an action plan specifically for sales. It helps your sales team see which of their accounts are engaging, onsite and offsite, and helps them plan and prioritize which accounts to focus on in the next 30 days.

  • In Account-Based Marketing, you can use Salesforce as a tool to help align Marketing and Sales. As a best practice, we recommend that Marketing and Sales leadership meet on a weekly or bi-weekly basis (monthly at the very least) and align themselves in respect to Demandbase insights that surface in Salesforce reports.

  • Use Salesforce mainly with the ABM Platform. If you have the Demandbase Orchestration solution, you can automatically create Salesforce tasks for reps based on important activities from people or target accounts, add/remove people to/from Salesforce campaigns, and convert Leads to Contacts.

  • Demandbase ABM Platform, Salesforce, and Demandbase for Salesforce Integration. The Demandbase Orchestration solution for automating tasks is optional.

  • Securely Connect Demandbase and Salesforce

    Step 1: In Salesforce, install the Demandbase ABM app. You will need to be a Salesforce System Admin and have a subscription to Salesforce Demandbase Integration. Install Demandbase ABM from the Demandbase appexchange. See Best Practices: Salesforce Permissions and Step 1: Add Salesforce App Exchange Package.
    Step 2: In Salesforce, connect the Demandbase ABM app that you just installed. Enable security with OAuth (OAuth is a flexible framework for securing application access to protected resources through Application Programming Interfaces). You’ll get the Consumer Key and Consumer Secret you need for Step 2: Obtain Your Salesforce Credentials.
    Step 3: Log out of Salesforce completely and log in to Demandbase. You must be a Demandbase Admin. Add Salesforce as your Data Source, and set up security (OAuth as Access Token or alternative Password type). See Step 3: Add the Salesforce Integration in Demandbase.

    Sync the Data and Create a Dashboard

    Step 4: In Salesforce, add Demandbase fields and Matched Leads Lists. (The fields are legacy fields and they are still labeled Engagio.) Syncing the data can take 1-5 days, depending on how much data you have. You can monitor the progress in Demandbase at Settings > System Monitoring > Data Sync Status. See Step 4: Add the Demandbase Fields to the Salesforce Layouts.
    Step 5: in Salesforce, add Demandbase charts in Salesforce Lightning or Classic. See Step 5: Native Demandbase Charts in Salesforce (Visualforce).
    Step 6 (optional): In Salesforce, add Demandbase as a tab in Salesforce Lightning or Salesforce Classic. See Step 6: Add Demandbase as a Tab in Salesforce.

  • Custom Fields: See Step 4: Adding Demandbase Fields to Salesforce for the complete list. Fields can be placed on the Account, Contact, or Lead objects. Here’s an example of the fields that one team chose.

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    Chart: The chart is a Visualforce component and comes with tabs labeled Timeline, Intent, Highlights, Activities, Heatmap, and Communication History.
     
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    Dashboard: Our Sales Insights reports are available as an out-of-the-box dashboard. For Salesforce Lightning only.

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    Tab: If you add Demandbase as a tab, you can access your Demandbase instance directly from Salesforce.

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    Lead to Account Matching: The Demandbase Lead-to-Account (L2A) engine matches your Salesforce Leads to the correct Salesforce Account. Demandbase queries Salesforce for new leads, attempts to match them to an account in Demandbase, and updates the Matched Account field on the Lead using a Bulk Data Load job.

    As a result of the separate job for Lead to Account Matching, you may see smaller updates to the lead object throughout the day. See Set Up Lead to Account Matching.


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  • You will need to be a Demandbase Admin to change any of these Settings:

    See Settings > Demandbase-Wide Settings > Data Sync Settings for the frequency of data updates between Demandbase and Salesforce, for data syncs such as Account, Contact, Event, Opportunity, and Lead. See System Monitoring > Data Sync Status for their current status.

    Because Salesforce alerts you to engagement of your prospects, any engagement setup you create in Demandbase will affect your Demandbase-Salesforce dashboard, especially:

  • You can map custom fields that you created in Salesforce to Demandbase data at Demandbase > Settings > Platform > Demandbase Custom Fields (see Creating Custom Fields in Salesforce).

    Tip: You do not need to map data to fields that you add to Salesforce during setup. They are mapped during setup. See Add Demandbase fields to Salesforce.

  • You can create an account list in Demandbase from a Salesforce Report (multiple objects, like accounts and contacts) or from a view (only one object type, such as accounts or contacts).

    See Create an Account List from a Salesforce Report or Account List View. 

  • You can track and group campaigns more easily by syncing Marketo with Salesforce and then, in Demandbase, setting Marketo to override Salesforce or vice versa. Once they are synced and have the preference set, you only have to track them in one place.

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