Take Action: Salesforce Campaigns

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 Campaign

1. Select people to add to a Salesforce Campaign and click Take Action.
2. In the right Take Action section, select the CRM tab and click Add to Salesforce Campaign.
3. From the Campaign drop-down list, select the Salesforce Campaign to add people to.
4. From the Member Status drop-down list, select the status to assign people added to the campaign.
5. Click Confirm.

Steps: Remove from Salesforce Campaign

1. Select people to remove from a Salesforce Campaign and click Take Action.
2. In the right Take Action section, select the CRM tab and click Remove from Salesforce Campaign.
3. From the Campaign drop-down list, select the Salesforce Campaign to remove people from.
4. Click Confirm.

Steps: Change Status in Salesforce Campaign

1. Select people to change Salesforce Campaign statuses for and click Take Action.
2. In the right Take Action section, select the CRM tab and click Change Status in Salesforce Campaign.
3. From the Campaign drop-down list, select the Salesforce Campaign with the people’s statuses to change.
4. From the Member Status drop-down list, select the new status to assign people.
5. Click Confirm.

Outcome

Demandbase sends a request to Salesforce to add, remove or update the status for people in the Salesforce Campaign.