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Integrating with Salesforce and Importing Account and Opportunity Data
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Course Survey
Integrating with Salesforce and Importing Account and Opportunity Data
Take this course to learn the process for integrating Salesforce with Demandbase One as well as learn the steps for Importing Account and Opportunity Data if you do not use Salesforce.
Introduction
In this course, you will learn how to integrate Salesforce with Demandbase One and and the steps for Importing Account and Opportunity Data if you do not use Salesforce.
Who should take this course?
This course is designed for new Demandbase customers who are going through the Demandbase Implementation process.
Duration: ~ 15 minutes
This course provides you with an overview of:
- Demandbase One Connection modes
- Benefits of integrating with Salesforce
- The major components that make up the Demandbase (ABX Cloud) Salesforce Pakcage
- Methods for adding the Salesforce integration in Demandbase One
- Steps for importing account and opportunity data using a CSV file