Create Demandbase Calculated Fields for Connected Mode

Demandbase Calculated Fields for Connected Mode allow you to calculate Demandbase metrics and sync them to custom CRM fields at the Account, Lead, or Contact level. You can use these fields in Demandbase and your CRM for reporting, segmentation, and workflow automation.

Calculated fields automatically calculate values over a specified time range. For example, the Engagement Minutes (1 mo.) field shows the total engagement minutes accumulated by an account during the previous month.

Demandbase also provides standard calculated fields to help you get started.

Important: If you do not have a CRM integration, see Create Demandbase Calculated Fields for Disconnected Mode.

Prerequisites to Create Demandbase Calculated Fields for Connected Mode

• You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.

• For calculated fields that use activities, you must first assign Engagement Points to those activities. See Set Up Engagement Points for Activities.

Create Demandbase Calculated Fields for Connected Mode

1. From the left navigation bar, go to Settings > Platform > Demandbase Calculated Fields.
2. Click Refresh [CRM] Fields to get the latest fields from your CRM.
3. Click Create New.
4. Under Data, select a data type:
   • Engagement Minutes (also known as Engagement Points)
   • Count of Engagement Activities
   • Count of People
   • First Engagement Date
   • Last Engagement Date
   • Predictive Score (See Map Predictive Scores to CRM Custom Fields.)
   • Predictive Score - Opportunity Type (See Map Predictive Scores to CRM Custom Fields.)
   • Segment (See Map Segments to CRM Custom Fields.)
     Important: Only Account and People segments are supported for calculated fields.
   • Top Occurring Activities (top three activities): Under Top Occurring Type, select Intent for Demandbase intent activity or Page URLs for website visits.
     Important: Top Occurring Intent includes only Demandbase intent data. Third-party intent (Intent Surge) is excluded.
5. Enter a Demandbase Field Label.
6. (Optional) Configure the following settings. Available settings depend on the selected data type.
   • Time Range: Select the period for calculating values, such as 30 days, 90 days, or one year. We recommend selecting a relevant time range instead of the default All Time.
   • Define Criteria: Use selectors to filter the data included in the calculation.
   • Map to [CRM] [Object] Field: Select a custom CRM field to store the calculated value. You can map calculated fields to Account, Lead, or Contact records.
   • Write-back Enabled: Toggle on to sync calculated values to your CRM.
7. Click Save.

Use Demandbase Calculated Fields

After creating a calculated field, you can use it in Demandbase as a field or in selectors. If you mapped the field to your CRM and enabled write-back, you can also use the synced data in your CRM.

For information about when calculated field data becomes available, see Understanding Demandbase Data Availability.