Context
The following actions allow you to manage people in Salesforce Campaigns directly from Demandbase:
- Add to Salesforce Campaign
- Remove from Salesforce Campaign
- Change Status in Salesforce Campaign
Important: Salesforce prevents actions from being taken on more than 100 people at a time. The limit only applies to the Take Action functionality. If you have the Orchestration solution, you can use Automations without this limitation.
Prerequisites/Preparation
Demandbase Salesforce Integration
Steps: Add to Salesforce Campaigns
- Select people to add to a Salesforce Campaign and click Take Action.
- In the right Take Action section, select the CRM tab and click Add to Salesforce Campaign.
- From the Campaign drop-down list, select the Salesforce Campaign to add people to.
- From the Member Status drop-down list, select the status to assign people added to the campaign.
- Click Confirm.
Steps: Remove from Salesforce Campaigns
- Select people to remove from a Salesforce Campaign and click Take Action.
- In the right Take Action section, select the CRM tab and click Remove from Salesforce Campaign.
- From the Campaign drop-down list, select the Salesforce Campaign to remove people from.
- Click Confirm.
Steps: Change Status in Salesforce Campaigns
- Select people to change Salesforce Campaign statuses for and click Take Action.
- In the right Take Action section, select the CRM tab and click Change Status in Salesforce Campaign.
- From the Campaign drop-down list, select the Salesforce Campaign with the people’s statuses to change.
- From the Member Status drop-down list, select the new status to assign people.
- Click Confirm.
Outcome
Demandbase sends a request to Salesforce to add, remove or update the status for people in the Salesforce Campaign.