Fix Incorrect Person and Account Match in Demandbase One for Sales iFrame

In Salesforce and Microsoft Dynamics, you can fix incorrect matches between Demandbase One for Sales and CRM account and contact records.

Tip: If you can't find an account or contact in your search, you can submit basic account and contact details to Demandbase and add them to our database. See Add a Company or Person Record in Demandbase One for Sales.

Update Incorrect Contact Match

1. In Salesforce or Microsoft Dynamics, go to a contact record.
2. Go to the Demandbase One for Sales iFrame.
3. Next to the person's name, click the pencil icon.
4. To match, search for a contact and click Select next to the correct record.
5. To unmatch, search for a contact and click Matched next to the record.

Update Incorrect Account Match

1. In Salesforce or Microsoft Dynamics, go to an account record.
2. Go to the Demandbase One for Sales iFrame.
3. Next to the account name, click the pencil icon.
4. To match, search for an account and click Select next to the correct record.
5. To unmatch, search for an account and click Matched next to the record.