Context
Demandbase can automatically make and update account lists for your users based on accounts they are associated with. Each night, Demandbase checks to see if there are changes for an account in the fields specified on the Auto-Create Account Lists page, and adds accounts with changes found to the owner's list.
Account lists drive features in Analytics, Reports, and Snapshots.
Steps
- From the left navigation bar, go to
Settings and select Analytics > Auto-Create Account Lists.
This feature is on by default. You can turn it off by switching the toggle off.
- Select the Fields to trigger the auto-create. We recommend including the Owner Id field (this field identifies the account owner), BDR/SDR Owner field, Assigned CSM field, and any other user fields related to the account that would benefit from understanding their account's marketing engagement.
- For account lists to populate as expected, make sure a user's email address in Demandbase matches their email address in Salesforce.
- Click Save.
- (Optional) You can configure snapshot subscriptions from this page as well. See Set Up Email Snapshot Subscriptions and Create Report and Snapshot Subscriptions.
Outcome
Each night, Demandbase adds accounts who visited the fields that you specified to any account owner's list.
Account List owners are automatically subscribed to receive the weekly Account List Snapshot email by default. To subscribe the user to the Sales Development Representative, Account Executive, or Marketing snapshot email instead, see Settings > Analytics > Snapshot Settings in Demandbase and Manage Email Snapshot Settings in the Help Center for what each type of user receives.
In addition, if you have the Slack integration and have set up the Account Connector, Demandbase delivers web engagement notifications via Slack to account owners based on the accounts they own. See Create or Customize Slack Alerts.