Create an Account List

Account lists are fundamental to Account-Based Marketing (ABM). They provide a foundation for identifying and expanding opportunities using Demandbase’s data-driven account selection methodologies.

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

Demandbase also provides pre-built account lists to support easy onboarding. See Demandbase System Account Lists.

Recommended Account Lists

As your ABM strategy matures, refine and expand account lists based on your organization’s expertise and goals.

Tip: Accounts can belong to one or multiple lists.

Create as many account lists as needed, for example:

• A master list of all accounts
• Lists by account owner (AE, BDR, SDR, xDR)
• Lists by geographic territory
• Lists by industry or vertical (e.g., Software, Finance, Healthcare)
• Lists based on intent keyword sets.
• Combinations of the above.

Using multiple account lists enables measurement of program impact and sales effectiveness across specific segments, such as regions or industries. It also helps each team member focus on the accounts, insights, and reports most relevant to them.

Account List Types

Available account list types include:

• CSV Import: Accounts added and removed manually through CSV imports.
• Dynamic: Accounts update automatically as data changes based on configured sync intervals. See Understanding Integration Data Sync Settings and Best Practices for Creating Efficient Dynamic Lists.
• D365 (Microsoft Dynamics) View: Based on an existing Dynamics account view.
• Salesforce Report or View: Based on an existing Salesforce account report or view.
• Static: Accounts managed manually without automatic updates.
  Tip: Use static lists for pilot programs that require consistent tracking over time.

Prerequisites

• See Account Lists: Foundation of Your ABM Strategy.
• Define a clear and meaningful name for your primary account list.
• Allow time for new lists to populate after data sync.

Salesforce Report Requirements:

To create an account list from a Salesforce report:

• Report type label includes Account. 
• No charts included
• Includes an 18-digit Account ID column.
• Uses a Cross Object Report (Cross Object Filters not supported).
• Uses Tabular or Summary format (Matrix and Joined formats not supported).
  • For reports that use 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, any filters based on that field won’t be applied, and the report may incorrectly include those accounts in the results.

Microsoft Dynamics View Requirements:

Grant required permissions to the integration user to use Dynamics Views. See Set Up Permissions for List Type: Microsoft Dynamics View. 

Create a Dynamic Account List

1. From the left navigation bar, go to Database > 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 creator of the list and any 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 > 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 creator of the list and any Demandbase users with Admin permissions.
4. Click Create List.

Create an Account List from a Salesforce Account Report or View

Important: All accounts referenced by Account ID and Account Name in the Salesforce report or view are included in the Demandbase account list. For example, if you include Parent Account as a column, those Parent Accounts are also added to the account list.

1. From the left navigation bar, go to Database > 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 creator of the list and any Demandbase users with Admin permissions.
4. Click Create List.

Create a Static Account List

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

Outcome

After accounts are added, the Successfully Updated List message appears. Processing may take some time.

To access account lists, see Understanding the Demandbase Database.

To take action with accounts, see Understanding Take Action.

To edit or delete account lists, see Manage Account Lists.