Why should I integrate with Salesforce?
In Account-Based Marketing, Salesforce can be a valuable tool for aligning Marketing and Sales teams. As a best practice, we recommend that Marketing and Sales leadership meet regularly—ideally weekly or biweekly, but at least once a month—to review and align on Demandbase insights surfaced using Salesforce data.
How do I integrate Demandbase with Salesforce?
- In Salesforce, install the Demandbase app package. See Best Practices for Salesforce Permissions and Step 1: Add Demandbase App Package in Salesforce.
- In Salesforce, connect the Demandbase app package you just installed. See Step 2: Obtain Salesforce Credentials.
- In Demandbase, integrate with Salesforce. You can also select the fields (Account, People, Opportunity) and account records you want to sync from Salesforce. See Step 3: Add Salesforce Integration in Demandbase One.
- In Salesforce, add Demandbase fields. See Step 4: Add Demandbase Fields to Salesforce.
- In Salesforce, add Demandbase iFrame and Dashboard. See Step 5: Add the Demandbase One for Sales iFrame in Salesforce and Set Up Access to ABX Sales Insights Dashboard and Reports in Salesforce.
- (Optional): In Salesforce, add Demandbase One for Marketing as a tab. See Step 6: (Optional) Add Demandbase ABX as a Tab in Salesforce.
- (Optional): In Salesforce, add Demandbase One for Sales as a tab. See Step 7: (Optional) Add Demandbase One for Sales as a Tab in Salesforce.
What do I get within Salesforce?
Demandbase Custom Fields
Fields can be placed on the Account, Contact, or Lead objects. See Step 4: Add Demandbase Fields to Salesforce for the complete list.
iFrame
The iFrame is a Visualforce chart and comes with tabs labeled Account, People, Engagement, and Insights. See Understanding the Demandbase One for Sales iFrame in Salesforce.
Dashboard
Our Sales Insights reports are available as a standard Salesforce dashboard. See ABX Sales Insights Dashboard and Reports in Salesforce.
Demandbase Tab
You can add Demandbase One for Marketing or Demandbase One for Sales as a tab and access them directly from Salesforce.
Lead to Account Matching
The Demandbase Lead-to-Account (L2A) engine matches your Salesforce Leads to Salesforce Accounts. Demandbase queries Salesforce for new leads and attempts to match them to an account in Demandbase. We then update the Matched Account field on the Lead using a Bulk Data Load job. See Understanding Lead to Account Matching.
Due to the separate job for Lead to Account Matching, you may see smaller updates to the lead object throughout the day.
Why does Salesforce show Demandbase as modifying records it shouldn’t be updating?
Demandbase isn’t actually modifying those records directly, but Salesforce may appear to show it that way due to Apex Triggers running behind the scenes.
When Demandbase updates a record, your Salesforce org might have an Apex Trigger that responds to that update. These triggers can automatically modify other fields (like Contact Region or Owner) based on internal logic.
Even though Demandbase did not directly update those records, Salesforce logs all resulting changes under the user who initiated the original update - in this case, the Demandbase Sync User.
To investigate, ask your Salesforce admin to:
- Check if there are active Apex Triggers on the object that was updated (Account/Contact/Lead).
- Review recent bulk job request logs submitted by the sync user in your SFDC (available for 7 days) to confirm what fields Demandbase actually attempted to update.
- Look into any scheduled jobs or monitoring tools that might log which fields were modified during the update process.
Can I create an account list from Salesforce in Demandbase?
Yes, you can create an account list in Demandbase using a Salesforce Report or Account List View. See Steps: Create an Account List from a Salesforce Account Report or View.
If I use Salesforce and Marketo, do I have to set up my campaigns in both places?
You can simplify campaign tracking and organization by syncing Marketo with Salesforce and configuring Demandbase to prioritize data from either Marketo or Salesforce. Once priority is set, you only need to track campaigns in one system, ensuring consistency and reducing manual effort.
What IP address range should I whitelist for the Demandbase and Salesforce Integration?
If your organization restricts network access to third-party applications, ask your Salesforce administrator to add the following IP address range to allow updates from Demandbase.
52.4.63.192 to 52.4.63.223
What type of encryption is used in the Salesforce Integration?
Demandbase secures data in transit using TLS 1.2/1.3 encryption, and data at rest with AES 256-bit encryption.