Create an Automated CRM Watchlist

Use Demandbase One for Sales inside Salesforce to set up a dynamic watchlist that tracks companies based on the Salesforce Account or Opportunity criteria you specify. 

Important: These watchlists are available to users with Elite license.

Steps

1. Go to Salesforce, and log in to Demandbase One for Sales using the Demandbase iFrame.
2. In the iFrame, click the three lines at the top right and select Manage Watchlists.
   
3. At the top right of the page, click Create New.
   
4. In the window that opens, click Automated CRM Watchlist.
5. In the window that opens, do the following:
   • Enter a Watchlist Name.
   • Select one of the following options from the Account Criteria drop-down list:
     • Account I own: Select to add accounts owned by the user to the watchlist.
     • Open opportunities I own: Select add all open opportunities owned by the user to the watchlist.
     • Custom Criteria: Select to use Salesforce fields to create a customized watchlist.
   • Click Save.
     Important: Watchlists can have up to 200 companies.
6. Click Review matches. If there are unmatched companies, the list appears by default in the window that opens.
7. Click Find Company next to an unmatched account to search for a match in Demandbase One for Sales.
8. Search for and select the matching company.
9. Click Save.