Connecting Account 360 to Buyer Insights in Salesforce

Overview

Marketing teams need to know how and where their target accounts and contacts are engaging with their campaigns, so they can track and report progress and improve their outcomes. The Account 360 Dashboard surfaces engagement journey data from all touchpoints in a campaign, enabling insights for marketing teams throughout the entire buying journey.

These insights become more useful when paired with a sales engagement platform like Salesforce. With this connector, Sales and Campaign Managers can automatically setup recommendations from audience segments created in D&B Lattice. This helps sellers know why this account was recommended and allows them to view additional insights in Buyer Insights.

This document provides a guide to view your Account 360 insights in Buyer Insights on Salesforce.

Connecting D&B Lattice to Buyer Insights in Salesforce

In order to embed Account 360 links, you'll need to connect to Salesforce and launch a campaign.

*Note - Admin/User Roles will be able to create this connection

Step 1: From the connector screen, select the Salesforce connection tile and click "Create"

Step 2: Generate a one-time authentication Salesforce token to connect the Buyer Insights application to D&B Lattice.

Step 3: You will receive an email with a Customer ID and token.

Step 4: Log in to Salesforce and navigate to the 'Setup' tab located in the top navigation.

Step 5: Enter the Customer ID and Token from the email to authenticate the connection. A green check will appear when the authentication is complete.

Note: If you want to change the tenant, you can disconnect it from Salesforce.

Step 6: In D&B Lattice, open the "Advanced Settings" menu.

Step 4: Scroll to the section labeled “Contacts and Engagement”, and select "Show Contacts List". This will make the iframe appear under the "Contacts List' tab. 

Step 5: You can now head back to your recommended accounts and see the data from the Account 360 Dashboard enabled. 

Interested in D&B Lattice - Account 360 for Marketers? Reach out to your Customer Success Manager to get started!