Add Automation Actions to Change Account or Person Data

  • Updated

Context

When you create an Automation, you can add an action to change account or person field values in your Salesforce account from the Actions tab. This action allows you to automate data management tasks based on the Selector criteria you specify. 

The actions you can add depend on the member type (Account or Person) selected for an Automation. See Automation Actions

Prerequisites/Preparation

You must have Administrative privileges or be assigned to a permission set with the required access to use Orchestration.

You have the Demandbase Orchestration solution.

Demandbase Salesforce Integration.

Steps: Change Account Data

  1. From the left navigation bar, go to Orchestration_N.png Orchestration > Automations.
  2. Click Create New to create a new Automation or click the name of an existing Automation.
  3. Click the Actions tab and click the plus icon.
    Tip: You can add multiple actions to an Automation. If an Automation already has an action added, click + Add Action to add another action.
    Automation_Action_Account.png
  4. In the Add Action window, select the CRM tab and click Change Account Data
  5. In the Change Account Data window, enter the following:
    • Account Field: Select the account field to change.
    • New Field Value: Select or enter the new field value. The options available depend on the account field you selected.
      Tip: For fields that allow you to enter a value, you can select Token to write the value from another field to the one you selected.
      Automation_Change_Account_Data.png
  6. Click Save.

Steps: Change Person Data

  1. From the left navigation bar, go to Orchestration_N.png Orchestration > Automations.
  2. Click Create New to create a new Automation or click the name of an existing Automation.
  3. Click the Actions tab and click the plus icon.
    Tip: You can add multiple actions to an Automation. If an Automation already has an action added, click + Add Action to add another action.
    Automation_Action_Person.png
  4. In the Add Action window, select the CRM tab and click Change Person Data
  5. In the Change Person Data window, enter the following:
    • Lead/Contact Field: Select the person field to change.
    • New Field Value: Select or enter the new field value. The options available depend on the person field you selected.
      Tip: For fields that allow you to enter a value, you can select Token to write the value from another field to the one you selected.
      Automation_Change_Person_Data.png
  6. Click Save.

Outcome

When the Automation runs, Demandbase identifies the accounts or people that meet the Selector criteria and changes the field values in your Salesforce account. You can see the updated field values in Demandbase after your next scheduled sync with your Salesforce account.

Next Steps

Click the Scheduler tab to set up the schedule and frequency for the Automation to run.

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