Context
Calculated fields for Disconnected mode allows customers that have not integrated Salesforce with Demandbase One to see a roll-up of Demandbase data. Calculated fields are custom Demandbase fields that return a value based on a time range calculation. For example, the Engagement Minutes (1 mo.) calculated field returns the total engagement minutes on an account for a one month time period.
Demandbase provides a set of out-of-the-box fields to help you get started. See Out-of-the-Box Fields.
Important: If a Salesforce integration is set up, the application will be in Connected mode which offers additional capabilities. For more information, see Create Demandbase Calculated Fields for Connected Mode.
Prerequisites/Preparation
You must have Administrative privileges to set up calculated fields. The fields and their data will be available to all Demandbase users.
Steps
- From the left navigation bar, go to
Settings > Platform > Demandbase Calculated Fields and click New Demandbase Field. - In the Demandbase Calculated Field window, select one of the following Data types:
- Engagement Minutes
- Count of Engagement Activities
- First Engagement Date
- Last Engagement Date
- Segment
- Top Occurring Activities
- Enter a Demandbase Field Label.
- Define the Time Range for the field.
Important: The default time range is All Time. We recommend that you define a time range that is most relevant to your use case. For example, 30 days, 90 days, or one year.
- (Optional) Click Define Criteria to add criteria using Selectors. This allows you to narrow down the calculation based on the filters applied.
- Click Save.
Outcome
The calculated field can be accessed throughout Demandbase One. After the creation of a calculated field, the data is available the following day.
Next Steps
Add the calculated field as a Selector criteria for account lists and reports or as a column to view in tables throughout the platform.
Out-of-the-Box Fields
| Field | Field Type (Data) | Description |
|---|---|---|
| Date of Last Activity Logged | Date/Time (Last Engagement Date) |
Date activity was logged for an account or a lead or contact associated with the account. |
| Date of Last Inbound Email | Date/Time (Last Engagement Date) |
Date an inbound email was last detected from an account. Demandbase only logs emails from users that have connected their inbox to Demandbase. |
| Date of Last Meeting | Date/Time (Last Engagement Date) |
Date a calendar meeting was last detected from an account. Demandbase only logs calendar events from users that have connected their inbox to Demandbase. |
| Date of Last Web Activity | Date/Time (Last Engagement Date) |
Date a known (cookied) or unknown page visit last occurred for an account. |
| Engagement Minutes (3 mo.) | Number (Engagement Minutes) |
Number of Engagement Minutes from all activities in the last three months. |
| Engagement Minutes (7 days) | Number (Engagement Minutes) |
Number of Engagement Minutes from all activities in the last seven days. |
| First Engagement Date | Date/Time (First Engagement Date) |
Date the first engagement activity occurred. |
| High Intent Keywords | String (Top Occurring Activities) |
High intent keywords that an account searched for. |
| High Intent Keywords Engagement Minutes (Last 30 days) | Number (Engagement Minutes) |
Number of Engagement Minutes from activities related to high intent keywords in the last 30 days. |
| Marketing Engagement Minutes (30 days) | Number (Engagement Minutes) |
Number of Engagement Minutes from marketing activities (web page visits, form fills, etc.) in the last 30 days. |
| Sales Engagement Minutes (30 days) | Number (Engagement Minutes) |
Number of Engagement Minutes from sales activities (tasks, events, inbound emails, meetings) in the last 30 days. |
| Sales Touches (14 days) | Number (Count of Activities) |
Count of sales activities (tasks, events, inbound email, meetings) in the last 14 days. |
| Sales Touches (7 days) | Number (Count of Activities) |
Count of sales activities (tasks, events, inbound email, meetings) in the last 7 days. |
| Top URL Last 14 Days | String (Top Occurring Activities) |
Most visited URLs in the last 14 days. |
| Web Traffic (3 mo.) | Number (Count of Activities) |
Number of page visits in the last three months. The activities included by default include Page Views (Anonymous), Vist Web Page, and Page View. |