Set Up a Demandbase Connection
Create a Demandbase connection to use as a data source into Data Cloud. With Demandbase connected to Data Cloud, you can use intent data more efficiently and improve the customer profile.
Before setting up a Demandbase connection, keep in mind these considerations:
- Have a Demandbase account, and configure your dashboard.
- Have access to company and intent objects in Demandbase.
- Turn on Secure File Transfer (SFTP) based data delivery on Demandbase.
- Set the SFTP server location to the location of the intent and company files.
| User Permissions Needed | |
|---|---|
| To create a connection in Data Cloud: | Salesforce Administrator |
To create a Demandbase connection:
- In Data Cloud, click Setup, and select Data Cloud Setup.
- Under External Integrations, click Other Connectors, and then click New.
- On the Source tab, select Demandbase, and click Next.
- Enter a connection name, connection API name, and provide your Demandbase server details.
| Field | Description |
|---|---|
| Authentication Method | Select SSH Private Key or SSH Private Key & Password. |
| Username | The SFTP account used to authenticate the connection. |
| Password | The password to authenticate the user. |
| SSH Private Key | To secure access, create an SSH key pair consisting of a public key and a private key. The public key is associated with the user on your SFTP server, and the private key is submitted in the SFTP connection. |
| Passphrase | To protect your Private Key for additional security, add an optional passphrase. |
| PGP Private Key | To secure your files at rest, create a PGP key pair consisting of a public key and a private key. A private key is submitted in the SFTP connection and facilitates decryption of the files encrypted at rest by using public key. |
| PGP Private Key Passphrase | to protect your PGP Private key for additional security, add an optional passphrase. |
| Host Name | The Demandbase server’s name or address, where the data is available or where it’s delivered. |
| Port: 22 (default) | The port that the Demandbase server is running on. |
| Parent Directory | The base directory where your data stream subfolders reside, for example, doc/datacloud/demandbase/ |
- To review your configuration, click Test Connection.
- Save your work.
After the connector details are accepted, the connection is created and listed under Connectors. You can now create a Demandbase data stream by using a data kit or create a Demandbase data stream manually.