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.
|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.
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.|