Demodesk logs relevant information back to Salesforce so you can track your meeting data and run extensive reports. To enable data logging in Salesforce, you need to integrate Demodesk with your Salesforce account.

As a second step, please set the integration up in such a way, that it supports your current Salesforce workflow. More information on how to set it up can be found here.

For your Reporting flow in Salesforce, please think about what kind of data you would like to report and how: we recommend to report on an event basis so that all Demodesk meetings and their parameters are tracked as Salesforce Events.

It makes sense, to sync the following Data to Salesforce:

Events

For Events, we recommend to connect the most basic Tokens, like:

  • Meeting Name --> Subject Line
  • Demo Link --> Location

Lead

  • Customer First Name --> First Name
  • Customer Last Name --> Last Name
  • Customer Company Name --> Company Name

Contact

  • Customer First Name --> First Name
  • Customer Last Name --> Last Name

Account

  • Customer Company Name --> Company Name

Opportunity

  • Customer Company Name --> Opportunity Name

Did this answer your question?