Resources for Customers Migrating to Demandbase One
- Step 1: Add the Demandbase ABM Platform for Salesforce
- Best Practices: Salesforce Permissions
- Step 2: Obtain Salesforce Credentials
- Step 3: Add the Salesforce Integration to Demandbase One
- Step 4: Add Demandbase Fields to Salesforce
- Step 5: Add Native Demandbase Charts to Salesforce (Visualforce)
- Step 6: (Optional) Add Demandbase as a Tab in Salesforce