Additional Demandbase One Configurations and Customizations

Introduction

This course teaches you how to customize dashboards, configure workspaces, configure auto-created lists and email snapshots, configure Demandbase in Salesforce, and create buying groups.

Who should take this course? 

This course is designed for Marketing Operations and/or Administrators new to using Demandbase One that are part of the implementation team setting up the platform and maintaining it.

Duration
Approximately 60 minutes

What You'll Learn

Lesson 1: Configuring User Views and Creating and Managing Filters

• Creating new user views.
• Configuring views of Demandbase One items for users.
• Adding users to views.
• Managing views in Demandbase One.
• Creating and managing filters.

Lesson 2: Configuring and Managing Workspaces

• Common use cases and benefits of workspaces.
• Navigating to different workspaces.
• Creating workspaces.
• Duplicating, renaming, editing and deleting workspaces.
• Sending an account list, filter or report to another workspace and how to copy them to other workspaces.  

Lesson 3: Configuring Dashboards, Auto-Created Account Lists and Email Snapshots

• Creating Role-Based Dashboards.
• Creating Quick Cards.
• Setting up Auto-Created Account Lists.
• Configuring Snapshot Settings.

Lesson 4: Configuring Demandbase Capabilities with Salesforce

• Setting up lead to account matching. 
• Using the Take Action button and how you manage action permissions.
• Activating activity logging in Salesforce.
• Adding Demandbase custom fields to Salesforce Layouts.
• Using the features in the Demandbase iFrame and adding the iFrame to Salesforce.
• Adding the Sales Insights Dashboard to Salesforce.
• Adding Demandbase as a tab in Salesforce.
• Configuring Account Ingestion Controls for Salesforce in Demandbase One.

Lesson 5: Create Buying Groups

• How buying groups are used.
• Creating buying groups.