Create Person Lists in Demandbase One Starter Edition

  • Updated

Context

After setting up the Demandbase Salesforce Lite integration, you can create person lists to identify leads or contacts at your target account. The types of person lists you can create include:

  • Dynamic: A person list that updates automatically as your data changes. 
  • Salesforce report or Salesforce view: A person list created using an existing Salesforce report or view.

Prerequisites/Preparation

Set up the Demandbase Salesforce Lite integration.

Steps

  1. From the left navigation bar, go to Database_N.png Database > People > Person Lists and click Create New.
  2. In the Create a new list window, do the following:
    • Name: Enter a name for the list.
    • List Type: Select the type of list to create:
      • Dynamic: Create a person list using Basic Selectors that updates automatically as your data changes. See Use Basic Selectors in Demandbase One Starter Edition.
      • SDFC report: Create a person list from an existing Salesforce report. After selecting this option, you can select the report you want to use from the Select Report drop-down list.
      • SDFC report: Create a person list from an existing Salesforce view. After selecting this option, you can select the view you want to use from the Select View drop-down 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 an Admin role.
  3. Click Create List.
  4. Click the List tab to see the people added to the list created.
    Person_List_.png

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