In Salesforce, Microsoft Dynamics, or Outreach, you can access the Sales Homepage using a custom tab. In Hubspot, you can access the Demandbase One for Sales web app.
Salesforce
To access the Sales Homepage in Salesforce, you must have the latest version of the app package installed and add a custom tab for Demandbase One for Sales. For information, see:
- Upgrade the Demandbase App Package in Salesforce
- Step 7: (Optional) Add Demandbase One for Sales as a Tab in Salesforce
Microsoft Dynamics
To access the Sales Homepage in Microsoft Dynamics, you must add the Demandbase One for Sales iFrame and configure the Demandbase One for Sales tile. See:
- Add Demandbase One for Sales iFrame in Microsoft Dynamics
- (Optional) Configure the Demandbase One for Sales Tile in Microsoft Dynamics UCI Sitemap
Outreach
To access the Sales Homepage in Outreach, you must add the Demandbase One for Sales iFrame. See Add Demandbase One for Sales iFrame in Outreach.
Important: For Outreach, you must be logged in to Demandbase to access the Demandbase One for Sales (DBS) iFrame. If you're not already logged in, you’ll be prompted to sign in before accessing the iFrame.
HubSpot CRM
If you’re a HubSpot CRM user, you can access the Sales Homepage by logging in to the Sales web app. You can also embed the web app as external content on a HubSpot dashboard. See the HubSpot documentation.
Important:
- To embed the Sales web app on a HubSpot dashboard, enter https://web.demandbase.com/sales in the URL or embed code field in HubSpot.
- Your HubSpot license determines if you can embed external content on a HubSpot dashboard.
- For HubSpot, you must be logged in to Demandbase to access the Demandbase One for Sales (DBS) web app. If you're not already logged in, you’ll be prompted to sign in before accessing the web app.