Create Demandbase Calculated Fields for Connected Mode

Calculated Fields for Connected Mode allow customers who have integrated a CRM with Demandbase to view rolled-up Demandbase metrics in both Demandbase and their CRM. These fields can be mapped to custom CRM fields and synced at the Account, Lead, or Contact level, making Demandbase insights available across both platforms for reporting, segmentation, and workflow automation.

Calculated fields are custom Demandbase fields that automatically calculate values over a specified date range. For example, the Engagement Minutes (1 mo.) calculated field displays the total engagement minutes accumulated by an account during the previous month. These time-based metrics help teams track account activity, identify trends, and measure engagement over defined periods.

Demandbase provides a set of standard calculated fields to help you get started. 

Prerequisites

• You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
  Tip: The fields and their data is available to all Demandbase users.
• For Calculated Fields that use activities, you must first assign Engagement Points to the activities. See Set Up Engagement Points for Activities.

Steps

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 from the available data types:
   • 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: You can only use Account and People segments in Demandbase Calculated Fields.
   • Top Occurring Activities (top three activities): For the Top Occurring Type, select Intent to see Demandbase intent activity or Page URLs to see web pages visits.
     Important: Top Occurring Intent is only available for Demandbase data. Third Party intent (Intent Surge) is excluded.
5. Enter a Demandbase Field Label.
6. (Optional) Configure the following (fields vary depending on the data type selected):
   • Time Range: We highly recommend you change the default All Time setting to a time range that is most relevant to your use case. For example, 30 days, 90 days, or one year.
   • Define Criteria: Add criteria using selectors. Selectors allow you to narrow down the calculation based on the filters applied.
   • Map to [CRM] [Object] Field: Custom field in your CRM that you created to store Demandbase data. Calculated fields can be mapped to Account, Lead, or Contact records.
   • Write-back Enabled: Toggle on to push Demandbase data to your CRM.
7. Click Save.

Outcome

Use the calculated field as a selector or field throughout your CRM and Demandbase. 

Demandbase calculated field data is available in the customer database as described in Understanding Demandbase Data Availability.