FAQs: Salesforce User

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What does integration with Salesforce provide?

Are Salesforce use cases different for Account-Based Marketing?

In which Demandbase solutions is Salesforce integration most useful?

What are the software requirements for Salesforce-Demandbase integration?

What has changed with Demandbase-Salesforce integration, now that Engagio has joined Demandbase?

Once I have Demandbase-Salesforce integration installed, what do I get out-of-the-box within Salesforce?

What can I customize within Demandbase for the Salesforce-Demandbase Integration?

What can I customize within Salesforce for Salesforce-Demandbase Integration?

Can I create and account list from Salesforce in Demandbase?

If I use Salesforce and Marketo, do I have to set up my campaigns in both places?

What does integration with Salesforce provide?

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.

Are Salesforce use cases different for Account-Based Marketing?

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.

In which Demandbase solutions is Salesforce integration most useful?

Use Salesforce mainly with the ABM Platform. In addition, if you have the Orchestration solution, you can automate Salesforce tasks for reps based on important activities from people or target accounts.

What are the software requirements for Salesforce-Demandbase integration?

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

What has changed with Demandbase-Salesforce integration, now that Engagio has joined Demandbase?

Before Engagio joined Demandbase and this migration:

  • With Demandbase-Salesforce Integration, you could view the Intent Score, Top 5 keywords, page views last 30 days, and trending information in Salesforce.
  • With Engagio-Salesforce Integration, you could view the engagement minute trend chart, highlights, heatmap, and activities.

With Demandbase One, you can view all of the above, plus Engagement Minutes (for both person and account), Journey Stages, Qualification Score, Pipeline Predict Score, sales touches (search on this page for sales touches), and full Communication History.

Best Practices

Add at least these new Demandbase Custom fields to the Account Layout. (If you had Engagio in the past, this is where your existing Engagio fields exist today.):

High Intent Keywords Engage. Min. (1 mo.)

High Intent Keywords

Top Web Traffic URL (14 days)

Pipeline Predict Score

Qualification Score

See Step 4: Adding Demandbase Fields to the Salesforce Layouts.

To take advantage of the more efficient use of space, update Native Charts to a Tabbed View. 

  • Add the Demandbase tabs component from the Custom Managed section of the left navigation bar.
  • Remove legacy components from the page layout.
  • Repeat on Opportunity Object.

See Step 5: Native Demandbase Charts in Salesforce (Visualforce) and Step 6: Add Demandbase as a Tab in Salesforce.

The resulting dashboard, with six tabs, looks similar to this:

NewSalesforceTabsfromCharlie.png

 

Once I have Demandbase-Salesforce integration installed, what do I get out-of-the-box within Salesforce?

Fields: The fields you selected when you performed Step 4 of the Demandbase-Salesforce Integration installation, such as Number of People, Engaged People, Engagement Minutes (3 mo.), Demandbase Journey Stage, MQA Date, High Intent Engagement Mins (1 mo.), Pipeline Predict Score, and Qualification Score for the Accounts tab. Here’s a view of the fields that one team chose. (For a complete list, see Step 4: Adding Demandbase Fields to Salesforce.) 
OOTBFieldsfromC.png


Charts: The charts you selected when you performed Step 5, which is called Visualforce, such as Account Highlights, Engagement Timeline, Activities, Heatmap, Communication History and Intent Trends. Here’s a chart in Salesforce Classic:
DBChartin_SFClassic.png

Dashboard: The dashboard you display them on. It has six tabs to explore.
NewSalesforceTabsfromCharlie.png

What can I customize within Demandbase for the Salesforce-Demandbase integration?

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:

Also see Settings > Platform > Demandbase Custom Fields to write back Demandbase data to custom fields.

What can I control within Salesforce for Salesforce-Demandbase integration?

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 and Mapping to Demandbase).

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

Can I create an account list from Salesforce in Demandbase?

You can create a 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).

From the left navigation bar, go to Database DatabaseIcon.png and select Accounts > Account Lists > Create New. Give it a name. For List Type, select SFDC Report or SFDC View and select the report or view you want to create the list from. Click Create List. Give it a few seconds, then click Reload this page Refresh.pngin your browser to see the new list.

If I use Salesforce and Marketo, do I have to set up my campaigns in both places?

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

 

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