When creating a dynamic list for accounts, people, or opportunities, using excessive criteria within selectors can negatively impact platform performance. This includes issues such as slow load times and potential database failures.
If the selector in your dynamic list contains more than 10,000 criteria, consider using the following types of lists instead:
- Static: Manually add or remove accounts from list.
- CSV import: List from CSV imports.
- CRM (Salesforce, Dynamics, Hubspot) Report or View: Use existing CRM reports and views.
- Combine a static or CSV import list with a dynamic list: Add or remove a static or CSV import list from a dynamic list. For example, you can add a static list of accounts that visited your product page to a dynamic list used in an ad campaign. See Combine a Static or CSV Import List with a Dynamic List.
Depending on the object, we recommend the following list types:
| Object | Recommended List Type |
| Account |
|
| Person |
|
| Opportunity |
|
Combine a Static or CSV Import List with a Dynamic List
Accounts
- Create a static account list or import account data via CSV file.
Tip: A new list is automatically created when you import a CSV file. - Start creating a dynamic account list.
- On the advanced selector page, use the Member of List selector, and reference the list from step 1.
- Click Save.
People and Opportunities
-
Import person or opportunity data via CSV file.
Tip: A new list is automatically created when you import a CSV file. - Start creating a person or opportunity dynamic list.
- On the advanced selector page, use the Member of List selector, and reference the list from step 1.
- Click Save.