Create an Account List

Account lists help you organize and target accounts for your Account-Based Marketing (ABM) strategy. You can create lists based on account attributes, intent signals, CRM data, or other criteria to focus your marketing and sales efforts.

Demandbase also provides System Account Lists to help you get started.

Tip: Organize account lists using folders. See Create and Manage Folders for Account, Person, and Opportunity Lists.

Recommended Account Lists

Create account lists based on your organization's ABM strategy and business goals. Common examples include:

• Master list: All target accounts.
• Account owner: Accounts assigned to specific sales representatives (AE, BDR, SDR, or xDR).
• Geographic territory: Accounts grouped by region or territory.
• Industry: Accounts grouped by industry or vertical, such as Software, Finance, or Healthcare.
• Intent: Accounts showing interest in specific intent keyword sets.
• Combined criteria: Accounts that meet multiple criteria, such as industry, territory, and intent.

Using multiple account lists helps you measure marketing and sales performance across different segments and focus on the accounts most relevant to your team.

Tip: An account can belong to multiple account lists.

Account List Types

Demandbase supports the following account list types:

Prerequisites to Create an Account List

• Define a descriptive name and the criteria for your account list.
• Allow time for accounts to populate after data synchronization. See Understanding Integration Data Sync Settings.

Salesforce Report Requirements

To create an account list from a Salesforce report, ensure that the report:

• Has a report type label that includes Account.
• Does not include charts.
• Includes an 18-digit Account ID column.
• Uses a Cross Object Report. Cross Object Filters are not supported.
• Uses a Tabular or Summary format. Matrix and Joined formats are not supported.
  • For reports with row grouping, include both Account Name and Account ID as columns. If you group by Account Name, add Account ID as a column. If you group by Account ID, add Account Name as a column.
  • All records and fields must be visible to the Demandbase–Salesforce integration user. If a field is not visible, filters based on that field are not applied, which may cause the report to include unintended accounts.

Microsoft Dynamics View Requirements

To create an account list from a Microsoft Dynamics view, grant the required permissions to the integration user. See Set Up Permissions for List Type: Microsoft Dynamics View. 

Create a Dynamic Account List

1. From the left navigation bar, go to Database > Accounts > Account Lists.
2. Click Create New.
3. In the Create a new list window, enter the following:
   • Name: Enter a name for the list.
   • List Type: Select Dynamic list.
   • Visibility: Select who can view the list.
     • Public: Visible to everyone in your company.
     • Private: Visible only to the list creator and Demandbase users with Admin permissions.
4. Click Create List.
5. Use Basic or Advanced selectors to define criteria.
   Tip: Click the refresh icon to see the number of accounts that meet the selector criteria.
6. Click Save.

Create an Account List from a Microsoft Dynamics Account View

1. From the left navigation bar, go to Database > Accounts > Account Lists.
2. Click Create New.
3. In the Create a new list window, enter the following:
   • Name: Enter a name for the list.
   • List Type: Select D365 view.
   • Select Report: Select a Microsoft Dynamics account view. 
   • Visibility: Select who can view the list.
     • Public: Visible to everyone in your company.
     • Private: Visible only to the list creator and Demandbase users with Admin permissions.
4. Click Create List.

Create an Account List from a Salesforce Report or View

Important: Demandbase includes all accounts referenced by Account ID and Account Name in the Salesforce report or view. For example, if the report includes a Parent Account column, those parent accounts are also added to the list.

1. From the left navigation bar, go to Database > Accounts > Account Lists.
2. Click Create New.
3. In the Create a new list window, enter the following:
   • Name: Enter a name for the list.
   • List Type: Select SFDC report or SFDC view.
   • Select Report: Select a Salesforce report or view.
   • Visibility: Select who can view the list.
     • Public: Visible to everyone in your company.
     • Private: Visible only to the list creator and Demandbase users with Admin permissions.
4. Click Create List.

Create a Static Account List

Create a static account list to manually select and manage accounts without automatic updates.

1. From the left navigation bar, go to Database > Accounts > Account Lists.
2. Click Create New.
3. In the Create a new list window, enter the following:
   • Name: Enter a name for the list.
   • List Type: Select Static list.
   • Visibility: Select who can view the list.
     • Public: Visible to everyone in your company.
     • Private: Visible only to the list creator and Demandbase users with Admin permissions.
4. Click Create List.
5. Go to the List tab and click Add Accounts.
6. Use Basic or Advanced selectors to define criteria.
   Tip: Click the refresh icon to see the number of accounts that meet the selector criteria.
7. Click Continue.
8. In the results table, select the checkboxes for the accounts you want to add.
9. Click Add Accounts.
10. Repeat these steps to add more accounts to an existing static list.

Outcome of Creating an Account List

After you add accounts, the Successfully Updated List message appears. Processing may take some time before all accounts appear in the list.

For next steps, see:

• Understanding Take Action to take action on accounts.
• Manage Account Lists to manage account lists.