Data Sync Settings

  • Updated

On the Data Sync Settings page, you can specify how frequently Demandbase updates and syncs data from Salesforce and your Marketing Automation System.

The sections on the page include Schedule, Marketing Automation (Marketo, HubSpot, Pardot, or Eloqua), and Customer Relationship Management (Salesforce).

To access the page, from the left navigation bar, go to Settings.png Settings > Demandbase-Wide Settings > Data Sync Settings

Schedule Section

The first section allows you to schedule how frequently Demandbase runs internal processes like:

  • Anonymous web visit activity logging
  • Calendar meeting and inbound activity logging
  • Account Journey calculation

Select how often you want Demandbase to sync integrated systems each day. In the example shown below, the system syncs every 2 hours. 

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Click Go to Sync Status to review the date/time that each object or activity has been synced up to. If any sync errors occur, you receive a System Notification.

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Marketing Automation Section

The second section is where you set your sync frequency for Contacts and Activities from your Marketing Automation System (MAS) into Demandbase. For Marketing Automation, you will see the name of your MAS (Marketo, HubSpot, Pardot, or Eloqua) and you have the option to select a sync frequency for Contacts and Activities. This is where you choose how frequently Demandbase pulls activities, contacts, and contact updates from your MAS.

Tip: Marketo includes a Rarely Modified Objects option for syncing Program Name Updates, Channels, etc. 

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The sync frequency options for your Marketing Automation Activities and Contacts are:

  • 1 minute
  • 2 minutes
  • 3 minutes
  • 4 minutes
  • 5 minutes
  • 10 minutes
  • 15 minutes
  • 20 minutes
  • 30 minutes
  • 45 minutes
  • 1 hour
  • 2 hours
  • 3 hours
  • 4 hours
  • 6 hours
  • 8 hours
  • 10 hours
  • 12 hours
  • 16 hours
  • 24 hours

Customer Relationship Management (Salesforce) Section

The third section is where you set your sync frequency for your Customer Relationship Management (CRM) objects. For CRM, you will see the name of your CRM (Salesforce) and an option to select a sync frequency for each CRM object. This is where you choose how frequently Demandbase pulls people, accounts, opportunities, activities, and updates from your CRM. 

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Below is a list of all of the objects you can set sync frequencies for:

  • Contact
  • User, Campaign and Report
  • Opportunity History 
  • Opportunity Contact Role
  • Task
  • Campaign Member
  • Delete Objects
  • Account
  • Rarely Modified Objects (includes Lead Queues, Opportunity Stages, Campaign Types)
  • Opportunity
  • Event 
  • Lead

The sync frequency options for your CRM objects are:

  • 1 minute
  • 2 minutes
  • 3 minutes
  • 4 minutes
  • 5 minutes
  • 10 minutes
  • 15 minutes
  • 20 minutes
  • 30 minutes
  • 45 minutes
  • 1 hour
  • 2 hours
  • 3 hours
  • 4 hours
  • 6 hours
  • 8 hours
  • 10 hours
  • 12 hours
  • 16 hours
  • 24 hours

Important: When configuring your sync frequency, be sure to consider the API quota for the platforms you integrate with. 

Marketo API Quota Section

If you integrate with Marketo, you can use this section to enter your daily allowance of Marketo API calls. Demandbase has safety measures in place to ensure we never push you beyond your limit.

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