When defining an audience, you have the possibility to import target accounts directly from your Salesforce CRM.
You can search and select accounts manually or you can leverage Salesforce's native lists (recommended.
Prerequisite: Connect your Salesforce CRM to Userled from the Salesforce integration page.
Userled sync with your native Salesforce static and dynamic lists. You can search and select one or more lists. The accounts in those lists will then be selected as your target account list for your experience.
Note: Salesforce does not expose the list size via its API. We recommend checking the size before importing a list to avoid accidentally importing too many accounts and hitting your usage limit.
When creating a target list from CRM lists, Userled by default monitors those lists to keep them in sync. That means that if accounts are added/removed from those lists within Salesforce, we will make sure your target account list in Userled stays up to date.
You can uncheck this option so your list will remain static.
When new accounts are detected and added in Userled, we will generate the experience for that account automatically. This allows you to start with smaller target lists and scale them indefinitely!
If you have configured your campaign to sync experiences to your CRM, Userled will automatically sync the experiences generated for new accounts too.
Note: Userled syncs lists every 6h.
When creating a new experience, you can select accounts from Salesforce. Use the search bar to find specific accounts or apply filters to find accounts matching your criteria.
If you have any questions, we’re here to help! Please feel free to contact us at any time, either through our Slack Community or via support@userled.io
