Step 1: Add Demandbase App Package in Salesforce

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Context

Installing the Demandbase app package from the Salesforce AppExchange is the first step in connecting Demandbase and Salesforce. It adds a number of Demandbase custom fields, an iFrame, and a dashboard.

A Demandbase Salesforce Lite integration is also available for customers interested in a read-only integration. See Set Up Salesforce Lite with Demandbase One and Optional Pardot Integration.

What does the Demandbase (ABX Cloud) Package do?

The Demandbase app package adds custom fields to the Account, Contact, and Lead object so you don't have to create them manually. It contains minimal APEX code. See Step 4: Add Demandbase Fields to Salesforce. 

It also comes with one Visualforce iFrame that you can add to page layouts for visual engagement insights. This tabbed iFrame offers multiple chart views. See Step 5: Add Demandbase Visualforce Chart to Salesforce. 

In Salesforce Lightning, we offer a dashboard for users that want to see a graphical representation of Demandbase based reports. See Sales Insights Dashboard and Reports within Salesforce.

Important: In Salesforce, there is a limit on dynamic dashboards you can install depending on your license. See the dashboard article in Salesforce for more information. 

What does the package not do?

  • This package does NOT modify any existing Salesforce data.
  • This package does NOT create new Objects.
  • This package does NOT create new Records. 
  • This package does NOT create any user profiles or permission sets.

Prerequisites

You must have Admin privileges within your Salesforce environment. 

Steps

  1. Download the Demandbase app package directly from the SalesForce AppExchange.
  2. Click Get It Now. There is no charge to install the package. 
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  3. Log in to Salesforce with Trailblazer.me. We highly recommend you use a dedicated sync user profile.  
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  4. Select Install in Production.
    Important: If installing in a Sandbox, only connect a Salesforce Sandbox to a Demandbase Sandbox. Reach out to your Implementation Manager and ensure you have a Demandbase Sandbox environment.
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  5. Check the Terms and Conditions box, click Confirm and Install.Screen_Shot_2022-07-11_at_2.31.16_PM.jpg
  6. Select Install for All Users and click Install. Engagio is the Publisher. 
    Important: Installing the app for Admins only will require the addition of component and class permissions for non-admins to view charts.
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  7. The Installing and granting all access to all Users... message appears.

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  8. When you see the Installation Complete message, click Done. The Demandbase App is now available in your Salesforce.
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    Tip:
    To manage the Demandbase App package, go to Setup and quick find Installed Packages. You can see the Demandbase ABM package.
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Next Steps

See Step 2: Obtain Salesforce Credentials

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