Set Up Salesforce Lite with Optional Pardot (Marketing Cloud Account Engagement) Integration

Context

Integrate Demandbase with Salesforce Lite to only sync Salesforce data into Demandbase, without write-back capabilities.

Differences between the standard and Lite integrations are:

• Does not require an SFDC Admin account.
  Tip: The Lite integration connects to your Salesforce instance through a dedicated Salesforce user profile.
• Does not require the Demandbase App Package.
• Is read-only (no write-back support such as Demandbase Calculated Fields and other write-back Actions).

Similarities between the standard and Lite integrations are:

• Create Account, Opportunity, and Person lists from Salesforce Reports or Views.
• View, analyze, and take action on integrated data.
• Set data sync frequency.
• SSO authentication to enable the optional Pardot integration. See Integrate Pardot (Marketing Cloud Account Engagement) and Demandbase.

As with the standard integration, the Lite integration supports the optional Pardot (also referred to as Marketing Cloud Account Engagement) integration. See Integrate Pardot and Demandbase.

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

Prerequisites/Preparation

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.
3. Click Salesforce.
4. Select Salesforce Lite.
   
5. (Optional) To add a Salesforce Pardot integration along with the Salesforce setup, enter the Pardot Business Unit ID.
   
6. (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.
7. Toggle on Active.
8. Click Next.
   
   
9. In the Salesforce sign in window, log in to the Salesforce instance you want Demandbase to connect to. 
10.  See Step 3: Add Salesforce Integration in Demandbase One and complete the steps in Step 2: Permissions (Confirm Salesforce Permissions), Step 3: Field Selection (Select Salesforce Fields), and Step 4: Account Filters (Select Salesforce Accounts).
    

Outcome

After successfully completing these steps, the Lite integration is set up and data starts syncing. Data is available in the customer database according to the schedules described in Understanding Demandbase Data Availability.