Context
Calculated fields for Connected mode allows customers that have integrated a CRM with Demandbase One to see a roll-up of Demandbase data. You can also push the Demandbase data to CRM custom fields.
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 standard calculated fields to help you get started.
Prerequisites/Preparation
You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
Tip: 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.
- Click Refresh CRM Fields (Salesforce, HubSpot, Microsoft Dynamics) to get the latest fields from your CRM.
- Click Create New.
-
In the Demandbase Calculated Field window, select one of the available Data types.
- Engagement Minutes
- Count of Engagement Activities
- First Engagement Date
- Last Engagement Date
- Predictive Score (See Map Predictive Scores to CRM Custom Fields.)
- Segment (See Map Segments to CRM Custom Fields.)
- Top Occurring Activities (For the Top Occurring Type, select Intent to see Demandbase intent activity or Page URLs to see web pages visits.)
-
Configure the remaining settings in the Demandbase Calculated Field window. The fields vary depending on the data type that you selected.
Tip: These settings are all optional.
- Time Range: We highly recommend that 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: Click this if you want to add criteria using Selectors. Selectors allow you to narrow down the calculation based on the filters applied.
- Map to CRM Field (Salesforce, HubSpot, Microsoft Dynamics): Select the custom field you created in your CRM that you want to map to at the Account, Lead, or Contact level.
- Write-back Enabled: Toggle on to allow Demandbase to push the data from the field to your CRM.
- Click Save.
Outcome
The calculated field can be accessed throughout Demandbase One. Demandbase calculated field data will be available in the customer database as described in Understanding Demandbase Data Availability.
Add the calculated field as a Selector criteria for account lists and reports or as a column to view in tables throughout the platform.
Standard Calculated Fields
| Field | Field Type (Data) | Description |
|---|---|---|
| Competitive Intent Keywords | String (Top Occurring Activities) |
Keywords showing competitive intent. |
| 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 (1 mo.) | Number (Engagement Minutes) |
Number of Engagement Minutes from all activities in the last month. |
| 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. This field lists Demandbase high intent keywords; third-party intent keywords aren’t included. |
| 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. This field only calculates the Engagement Minutes activities related to Demandbase high intent keywords; third-party intent keywords aren’t factored into the count. |
| 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 (unknown), Vist Web Page, and Page View. |