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  3. Resources for Customers Migrating to Demandbase One

Resources for Customers Migrating to Demandbase One

  • Salesforce Requirements
  • Step 1: Add the Salesforce App Exchange Package
  • Step 2: Obtain Your Salesforce Credentials
  • Step 3: Add the Salesforce Integration in Demandbase One
  • Step 4: Adding Demandbase Fields to Salesforce
  • Step 5: Native Demandbase Charts in Salesforce (Visualforce)
  • Step 6: (Optional) Add Demandbase as a Tab in Salesforce
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