If you are using Trendemon's ABM module, you can now create dynamic target lists based on SalesForce data. You can define the conditions for including companies in the list based on SalesForce Lead, Opportunity or Account properties. Once you’ve set your conditions, your target list will be updated once a day, automatically fetching all SalesForce companies that meet your defined criterias.
To create your dynamic target list navigate to Configure → Audiences → Target Lists → Create List.
- Set the list type to “Dynamic''
- Configure the list based on companies' names or domains (we recommend using domains)
- Select if you want to fetch SalesForce data by Leads/Opportunities/Accounts
- Use the rule engine to configure the list’s filtering conditions
