Demandbase syncs emails and calendar meetings from authenticated Microsoft Exchange users and combines this activity with CRM and Marketing Automation System data to provide a comprehensive view of target account engagement.
Users can grant Demandbase access to their Microsoft Exchange emails and calendar events by connecting their Microsoft account or signing in using Microsoft Single Sign-On (SSO). When users sign in with Microsoft SSO for the first time, they can grant Demandbase permission to sync their emails and calendar events for Communication History.
Tip: Users who don't want to grant Demandbase access to their Microsoft Exchange emails and calendar events can sign in using Demandbase authentication (email and password) instead of Microsoft SSO. Changing login methods does not revoke previously granted permissions.
After users grant the required permissions, Demandbase syncs up to six months of email and calendar history.
How Demandbase Syncs Microsoft Exchange Activity
The following flowchart shows how Demandbase syncs Microsoft Exchange emails and calendar events.
Manage Email and Calendar Security
Demandbase provides administrative controls to manage email synchronization and visibility in Communication History:
- Include or exclude email addresses and accounts: Control which emails and meetings are synced. See Manage Communication History (Email Access Control).
- Enable email body display: Control whether email bodies are visible in Communication History. See Configure Email Communication Visibility (Email Access Control).
- Auto-lock executive email: Hide email subjects and bodies for specified users, such as executives. See Configure Email Communication Visibility (Email Access Control).
How Microsoft Exchange Activity Contributes to Engagement Points
You can configure Engagement Points for synced emails and calendar meetings.
See What is an Engagement Point?
Access Communication History
Communication History shows emails and calendar meetings between your organization and target accounts. Users can access this information in Demandbase One for Marketing and Demandbase One for Sales.
To view an account's Communication History, open the account record and go to Communication History.