Add a Person Record to Sales Intelligence in Salesforce

  • Updated

If you can't find a Person record in the Demandbase Sales Intelligence app in your Salesforce, you can submit basic people details to Demandbase. Within 48 hours, our team validates your submission and makes edits as needed. 

To fix an incorrect Contact match in Salesforce, see Fix Incorrect Contact Match in Salesforce.

Steps

  1. In Salesforce, go to any Account record. 
  2. Go to the Demandbase Sales Intelligence app and click the People tab.  
  3. Search for a person record. 
  4. If you don't find the person you’re looking for, scroll to the bottom of the page and click Add a Person.
    SFDC AddPerson.png
  5. On the Add a Person form, enter the First and Last name, Title, and Email. 
  6. Click Add Person
    SFDC AddPerson2.png

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