Automation: Static Account Lists

The Static List actions allow you to automatically add or remove accounts from static account lists based on selector criteria.

Prerequisites

• You must have Admin privileges or be assigned to a permission set with the required access to use Orchestration.
• Create Static Account Lists.

Add Accounts to Static List

1. From the left navigation bar, go to Orchestration > Automations.
2. Create an Automation with Account Member Type.
   Tip: You can edit an existing automation by clicking an Automation name.
3. In the left main action panel, select Demandbase > Add to Existing Static List.
4. In the right sub-action panel, go to the Add to List drop-down and select the existing account list you want to add accounts to.
5. Connect the sub-action node to the main action node.
6. Click Save Update.
7. Click Confirm.
8. Publish the Automation.

Remove Accounts from Static List

1. From the left navigation bar, go to Orchestration > Automations.
2. Create an Automation with Account Member Type.
   Tip: You can edit an existing automation by clicking an Automation name.
3. In the left main action panel, select Demandbase > Remove from Static List.
4. In the right sub-action panel, go to the Remove from Listdrop-down and select the existing account list you want to remove accounts from.
5. Connect the sub-action node to the main action node.
6. Click Save Update.
7. Click Confirm.
8. Publish the Automation.