Understanding Department and Role Mapping

  • Updated

Demandbase uses the Title field for a Contact or Lead in Salesforce to help determine their department and role.

Department Mapping

The following table shows the department that Demandbase maps people to based on words in the Title field. The words in the title are not case-sensitive. 

Important: If a Contact or Lead has a department value from your CRM or Marketing Automation System, Demandbase uses the value instead of the default department mapping. This may result in additional departments appearing in Demandbase.

Salesforce Title Department in Demandbase
CMO, Marketing, SEO, ABM, Content, Demand Marketing
CSO, Sales, Sale, Business, Account Executive Sales
President, CEO, COO, Officer, Board, Chairman, Chairwoman, Owner Administration
Developer, Designer, Engineer, CTO, Technology, Engineering, Quality R&D
CFO, Financial, Accountant, Accounting, Controller Finance
CHRO, HR, Human Resources HR
Counsel, Legal, Attorney, Contracts Legal
CIO, IT, CISO IT

Customer, Support, Service

Service
All other titles Other

Role Mapping

The following table shows the rules Demandbase uses to map people to a role based on words in the Title field. Once a match is found, Demandbase stops trying to find additional matches. The words in the title are not case-sensitive.

Salesforce Title Role in Demandbase

Matches any of the following requirements:

  • Begins with C and ends with O
  • Includes Founder or Co-founder
CXO

Matches any of the following requirements:

  • Includes VP, SVP, or EVP
  • Includes General Counsel or General Manager
Includes the phrase vicepresident after all non-alphabetic characters have been removed including spaces and hyphens
VP
Includes director Director
Includes manager Manager
Matches none of the previous requirements Other

Review Departments and Roles

You can see the mapped department and roles from the People page in the Analytics section. The People Heatmap shows a breakdown of the department and role of people associated with accounts in an account list 

Tip: Ensure the Department / Role preset option is selected from the drop-down list.

Department_Role_Heatmap.png

The Department and Role columns in the People table show the department and role mapped to people’s titles. 

Tip: If you don’t see the columns, click Edit Columns at the bottom of the table to add them.

Department_Role_Table.png

Find People in Other Departments or Roles

To find people in departments or roles that Demandbase doesn’t map to, use one of the following methods:

  • Create a person filter to search for people with the departments or role in their title. See Create and Save Filters
  • Create a segment for people with the departments or role in their title. See Create Segments.
  • Use one of your department or role fields in the People Heatmap by clicking Custom and selecting it from the Row or Column drop-down lists.
    Department_Role_Custom_Heatmap.png

 

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