Set Up Salesforce Lite with Optional Pardot Integration

Context

To get up and running with the Demandbase Salesforce Lite integration, connect Demandbase with your instance of Salesforce. 

Demandbase's Lite integration connects to your Salesforce instance through a dedicated Salesforce user profile. Unlike the standard integration, the Lite integration does not require the Connected App (the Salesforce AppExchange Package).

Differences between the standard and Lite integrations include:

• The Lite integration is read-only from the Salesforce instance. It does not write-back.
• Unlike the standard integration, the Lite integration does not require an SFDC Admin account to set up the integration.
• All features that involve write-back, such as Demandbase Calculated Fields and Take Action, are not supported.

As with the standard integration, the Lite integration supports the following:

• The ability to create Account, Opportunity, and Person lists from a Salesforce report url or Salesforce view.
• The ability to view, analyze, and take action on the integrated data set.
• The ability to set a data sync frequency for incremental updates from Salesforce to Demandbase. Upon integration setup, go to the data sync settings page to modify these settings.

As with the Lite Salesforce integration, the standard integration offers SSO authentication to enable the optional Pardot integration. See Integrate Pardot and Demandbase.

You can also upgrade from Salesforce Lite to standard integration. See Upgrade from Salesforce Lite to Standard Integration.

Prerequisites/Preparation

Important: As a best practice, we highly recommend that you create a dedicated Salesforce API user profile that Demandbase can use to synchronize with via the Salesforce API. This practice makes it much easier to update, than if the dedicated Salesforce user profile is an employee who leaves or changes roles. 

You must have admin privileges within Demandbase.

Steps

1. From the left navigation bar, go to  Settings > Integrated Systems > Integrations.
2. Click Create Data Source. Under CRM, select Salesforce.
3. Select Salesforce Lite.
   
   
4. (Optional) To add a Salesforce Pardot integration along with the Salesforce setup, enter the Pardot Business Unit ID.
   Important: Demandbase supports the new Salesforce SSO for Pardot User authentication standard described in this Salesforce article: Pardot User Migration FAQ. 
5. (Optional) Toggle off Sync Currency Fields to disable syncing currency specific data. The option is enabled by default and syncs currency data to support Analytics and Opportunities driven features.
6. Click Authenticate.
7. In the Salesforce sign in window, log in to the Salesforce instance you want Demandbase to connect to. 
8. After successful authentication, Demandbase starts verifying  permissions for required and optional Salesforce Objects. If permission for a required object cannot be verified, check the permissions of the corresponding Salesforce instance. For more information on permissions, see Best Practices: Salesforce Permissions.
   
   
9. Click Create after Demandbase verifies all required permissions.
   

Outcome

After successfully completing these steps, the Lite integration is set up and data starts syncing as following:

• Data is processed after the initial sync and available in the customer database according to the schedules described in Understanding Demandbase Data Availability. 
• The same Data Sync status that are available with the standard integration are available with the Lite integration.