Add Automation Actions to Add or Remove People from Salesforce Campaigns

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Context

When you create an Automation, you can add actions to add or remove people from Salesforce Campaigns from the Actions tab. These actions allow you to automate managing people in Salesforce Campaigns 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 Admin privileges or be assigned to a permission set with the required access to use Orchestration.

You have the Demandbase Orchestration solution.

Demandbase Salesforce Integration with active Salesforce Campaigns.

Steps: Add People to Salesforce Campaigns

  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 Add to Salesforce Campaign.
  5. In the Add to Salesforce Campaign window, enter the following:
    • Campaign: Select the campaign to add people to.
    • Member Status: Select the status to assign people added to the campaign.
      Automation_Add_to_Salesforce.png
  6. Click Save.

Steps: Remove People from Salesforce Campaigns

  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 Remove from Salesforce Campaign.
  5. In the Remove from Salesforce Campaign window, select the campaign to remove people from in the Campaign drop-down list.
    Automation_Remove_from_Salesforce.png
  6. Click Save.

Outcome

When the Automation runs, Demandbase identifies people that meet the Selector criteria and adds or removes them from the selected Salesforce Campaign. 

Next Steps

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

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