Integrate Salesforce Marketing Cloud (SFMC) and Demandbase

Salesforce Marketing Cloud (SFMC) can be integrated with Demandbase as a Marketing Automation System (MAS) data source. Through this integration, Contact and Activity data from SFMC are synced into Demandbase.

Benefits

• Eliminate Manual Work: Reduce setup time and remove the need for data import/export or third-party tools.
• Improve Data Quality: Automatic syncing keeps your data up to date, enabling more accurate targeting and personalization.
• Drive Better Results & Measurement: Connect SFMC campaigns to revenue outcomes and demonstrate ROI.

How to Use SFMC Data in Demandbase

• Insights: Use SFMC data in Demandbase to identify the most qualified and engaged individuals within each account.
• Engagement: Measure engagement combining SFMC data with intent, web page visits, and other Demandbase insights.
• Selectors: When using selectors, combine SFMC people data with Demandbase data to build targeted account and people lists.

SFMC Integration Overview

When configuring the SFMC integration, you can:

• Map SFMC Data Extensions to sync into Demandbase. See Salesforce’s article Salesforce Marketing Cloud Data Extensions.
• Map SFMC Contact and Activity fields to corresponding Demandbase fields. See Field Requirements for Salesforce Marketing Cloud (SFMC).

Important: 

• Users cannot delete the integration with SFMC. If you encounter any issues with the integration, contact Demandbase Support.
• The SFMC integration only syncs data into Demandbase. It does not push data back to SFMC.
• You can also edit data extension and field mappings at any time after setup.

Prerequisites

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

Create Demandbase App Package in SFMC

1. In SFMC, go to Setup.
2. From the left navigation bar, go to Platform Tools > Apps > Installed Packages.
3. Click upper right New.
4. In the New Package Details box, enter the following:
   • Name: Demandbase Connector
   • Description: Enter a description. For example, Connector for integrating SFMC with Demandbase.
5. Click Save.
6. Click bottom Add Component.
7. Select API Connection and click Next.
8. Select Server-to-Server and click Next.
9. Select Data > Data Extensions > Read
10. Click Save.
11. Continue to Obtain SFMC Credentials.

Obtain SFMC Credentials

1. In the SFMC Generate secret box, copy the Client Secret and save it for Step 1: Authenticate.
2. Click Finish.
3. Select the Demandbase Connector app you created in Create Demandbase App Package in SFMC.
4. Go to Details > Components > API Integration > then copy the Client ID and save it for Step 1: Authenticate.
5. In the same API Integration section, copy the Authentication Base URL and save it for Step 1: Authenticate.

Add SFMC Integration in Demandbase

Step 1: Authenticate

1. Log in to Demandbase.
2. From the left navigation bar, go to Settings > Integrated Systems > Integrations. 
3. Click New Integration.
4. Under Marketing Automation System, click Salesforce Marketing Cloud.
   
5. Go to Step 1: Authenticate tab and enter the following:
   • Client ID (see Obtain SFMC Credentials)
   • Client Secret (see Obtain SFMC Credentials)
   • Auth Base URL (see Obtain SFMC Credentials)
6. Click Next.
   

Step 2: Data Extension Mapping

1. Go to Step 2: Data Extensions tab.
2. For the Contact object, enter and select the SFMC data extensions you want to map to the Demandbase Contact object.
3. (Optional) For the Activity object, select the Demandbase activity objects you want to see, and enter and select the corresponding SFMC data extensions you want to map to them.
4. Click Next.
   

Step 3: Field Mapping

1. Go to Step 3: Field Mapping tab.
2. For the Contact object, select the Demandbase fields and the corresponding SFMC fields you want to map to them.
   Tip: Created Date field is optional.
   
3. Click Save Field Mappings.
4. For the Activity object, select the Demandbase fields and the corresponding SFMC fields you want to map to them.
   
5. Click Save Field Mappings.
6. Click Submit.

Edit Data Extension Mapping

1. From the left navigation bar, go to Settings > Integrated Systems > Integrations.
2. Click Salesforce Marketing Cloud.
3. Go to the Data Extensions tab.
4. Click Edit.
5. In the warning pop-up, click Continue.
   Important: Modifying data extension mappings permanently deletes all previously synced data associated with them. This action cannot be undone.
6. Update data extension mappings as needed.
7. Click Next.
8. In the Field Mappings tab, go to the updated data extension objects.
9. Select the Demandbase field and the corresponding SFMC field you want to map to them.
10. Click Save Field Mappings.
11. Click Submit.

Edit Field Mapping

1. From the left navigation bar, go to Settings > Integrated Systems > Integrations.
2. Click Salesforce Marketing Cloud.
3. Go to the Field Mappings tab.
4. Click Edit.
5. In the warning pop-up, click Continue.
   Important: Modifying field mappings permanently deletes all previously synced data associated with them. This action cannot be undone.
6. Update field mappings as needed.
7. Click Save Field Mappings.
8. Click Submit.

Outcome

After successfully completing these steps, the SFMC integration is set up and data starts syncing into Demandbase. 

Data is available according to the schedules described in Understanding Demandbase Data Availability. See Understanding Integration Data Sync Settings to manage the data sync frequency.