In Target, you can only sync People to Salesforce.
To sync People records, a Demandbase account administrator must first log in to Salesforce in the authentication window. See Setting Up Target for Salesforce CRM for more information.
Step | Description | Details |
---|---|---|
1 | Launch Target | Build a people list in Sales Intelligence. |
2 | Authenticate Salesforce Login |
Click Export > Configure CRM to launch the Salesforce Authentication window. Important: If using a Salesforce Sandbox environment, click Export to Salesforce Sandbox button to sync data to your Sandbox instance. |
3 | Map Fields |
On the Settings page, click Salesforce and click the Field Mapping tab. Important: If Company Name, Last Name, Email, and InsideviewId fields aren't mapped, you must first create these custom fields (string field type) in your Salesforce. |
4 | Sync People list into Salesforce |
Click Export > Export to Salesforce. Tip: You can export the same record multiple times within a one-year period without any reduction in credits. Choose Direct Phone (if available), Direct Phone Only, or Corporate Phone Only. Click Sync. |
5 | Receive an email notification | Once the People list is exported to Salesforce, an email confirmation with the number of people synced is sent to the user. |